Market Update

Wednesday, September 30 2015

The market sold off aggressively today on little news. The driver appeared to be a negative broker report on Glencore, which triggered a wave of hedge fund shorting across energy and resource names. The hedge funds are targeting two key areas

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Market Update

Tuesday, September 15 2015

Australia has chosen another Prime Minister! Turnbull is promising a ‘thoroughly liberal government’ promoting freedom of ‘individuals and markets’ and promising to consult and explain the case policy change.

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Market Update

Monday, August 24 2015

We thought it was worth commenting given the weakness in markets over the weekend / today. In particular we thought we would provide more detail supporting our view not to be unduly concerned with the current move.

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