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Thinking about the cycle

Being an investor in listed global real estate has been tough of late. With expectations of a global recession caused by unprecedented interest rate increases, sentiment towards listed global real estate has soured. But what if there are other nuances at play, and the market is creating long-term opportunities for savvy investors? High rates impacting […]

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Recession versus “goldilocks” – five reasons why we could still avoid recession

Dr Shane Oliver, Head of Investment Strategy & Chief Economist at AMP, discusses the possibility of a recession. Key pointsRapid monetary tightening points to a high risk of recession and, given lags in the way it impacts the economy, just because it hasn’t happened yet does not mean it won’t.However, a combination of falling inflation,

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ASX closes 0.37% higher after big banks report strong earnings

Despite a session marked by mixed performance, the Australian stock market managed to close higher. This was largely attributed to the significant contributions from the nation’s major banks. The S&P/ASX 200 index concluded the day with a 0.37% increase, rising by 25.4 points to reach 7336.5. Similarly, the All Ordinaries index also experienced a comparable

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China faces deflation

The world’s second biggest economy slid deeper into deflation last month, with no immediate sign of how it can escape this price vice without a massive spending campaign. Consumer prices contracted for the first time in more than two years (since the pandemic), as the government of President for Life, Xi Jinping, struggles to revive

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A deep dive into banks

Fund Manager Chris Pedersen discusses the Fitch downgrade, China trade and what he looks for in banks. Companies discussed include:Commonwealth Bank of Australia (ASX:CBA)National Australia Bank (ASX:NAB)ANZ Group Holdings (ASX:ANZ)Westpac Banking Corporation (ASX:WBC)

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TPG’s successful bid: Invocare agrees to $1.8 billion buyout offer after months of negotiations

Private equity group TPG has achieved a significant breakthrough, securing the agreement of funerals group InvoCare for a buyout deal, marking the end of a five-month pursuit. Today, InvoCare (ASX:IVC) announced its acceptance of a $1.8 billion acquisition offer from TPG, which will provide $2.70 per share, a departure from the initial pitch of $12.65,

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Forecasting the future: Will US electricity demand triple by 2045?

In the realm of predictions, the future remains uncertain, yet that didn’t deter Elon Musk, the CEO of Tesla and SpaceX, from making a rather striking forecast recently. Musk predicted that the demand for electricity in the United States would triple by around 2045, largely due to the widespread adoption of electric vehicles.  This projection

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