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Aussie Equities Model Portfolio Update (October): Sticking to the Knitting

359 Views19 Oct 2019 10:51
Our model portfolio has added 200bp of Alpha since our last update and our stock selection remains broadly unchanged.  However, we make some key...
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Shane Lee
Macro and Australian equity strategist
Macro Strategy Advisors
AustraliaMulti-AssetThematic (Sector/Industry)Macroeconomics
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