New Issue: CBA PERLS IX Capital Notes
On the 20th of February 2017, the Commonwealth Bank of Australia (CBA) announced a new issue namely PERLS IX (Prospective ASX Code: CBAPF). The...
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U.S. Asset Managers Still Facing a Difficult Future
Since the presidential election, the prospects of easing regulation and lower corporate taxes have lifted the shares of the U.S.-based asset...
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ANIMAL SPIRITS: Reflationary Investment Thesis Intact Without Fiscal Trumponomics
Executive Summary Early focus on trade and protectionism by the Trump administration has not stemmed the reflation regime change. The setback in...
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Australia's Housing Revolution Continues, but for How Much Longer?
A lift in new dwelling investment to a record high has underpinned Australia's current housing expansion. The revolution in Australian housing...
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Money Matters: US Inflation & The Fed
US Consumer Price Inflation released today surprised to the upside. Core CPI at 2.3% is comfortably above the Fed's inflation target of 2%. As...
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