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Navigating the economic outlook by flashes of lightning

A data dependent Fed will eventually need to acknowledge signs of a strengthening global economy, says Neuberger Berman. Bolts of information that sway the central bank will continue to keep market watchers on tenterhooks.

Brad Tank | 11th Sep 2023 | More
In the shadow of Edinburgh Castle, reinvestment is the Rock of Ages

Edinburgh-based Dundas Global Investors sees dividend growth, rather than dividend income itself, as the key to long-term outperformance. The numbers bear out the wisdom of that approach.

James Dunn | 4th Sep 2023 | More
  • Succession and the rise of ‘skin in the game’ managed funds

    The Inside Network’s Jimmy Dunn takes a good, long, drama-filled look at the latest wave of equity funds that base their investment philosophy on companies that are exclusively founder-led.

    James Dunn | 22nd Aug 2023 | More
    ‘Micro AFSLs’ surge as dealer group models lose grip on advice licensing

    The quantum of licensees may be growing, but none of that growth is coming from the big end of town. Advice groups are increasingly eschewing larger groups and pursuing autonomy in the way they run their practice.

    Tahn Sharpe | 21st Aug 2023 | More