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The attached note covers the main questions investors have in a simple Q&A format. The key points are as follows: Share markets often lead economic recoveries so the current apparent disconnect is not that unusual. Share markets are likely to see a rotation in favour of...

The attached note takes a look at the outlook for the Australian residential property market. The key points are as follows: The Australian housing market remains far more complicated than optimists & doomsters portray it to be. Yes, it’s expensive and heavily indebted but talk of...

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