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InvestNow News – AMP Capital Real Assets Global Outlook, 2018 – March 2018
In this 2018 outlook, AMP Capital’s investment leaders draw on their respective teams’ research and insights to provide a snapshot of what to expect within the various segments for the year ahead. Read more.
InvestNow News – Morphic Perspectives Series – April 2018
“Amoral MBAs and The Creation of Trump”. This article was written two months earlier, well before the emergence of the Facebook data scandals. Read more.
InvestNow News – Morphic Global Opportunities Fund Monthly Report – March 2018
Morphic Global Opportunities Fund rose 0.7% in March. Emerging Markets were the best performing sector (+1.1% USD) for the quarter. The Fund’s largest contributor for the month was the short position in Swiss freight forwarder, [...]
The assets are alright: why investing isn’t child’s play
Let’s not kid ourselves, investment markets are chaotic, noisy and self-centred - just like children. Over the long term, though, markets settle down into pattern-like behaviour that rewards the patient investor in proportion to [...]