Resuscitation of Value…ation

With the current macro environment feeling like a bubbling cauldron about to overflow, we explore the key paradigm shifts we are seeing, Australia’s royalties and stamps economy and how the 60/40 portfolio may be no more.

Josh Derrington, CIO of Alvia Asset Partners also questions why investors are so infatuated with utilising leverage.

As always, please feel free to share your thoughts and feedback with the team.

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