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Growth Symposium Melbourne 2023

March 29, 2023

“Changing of the guard”

“An inflation outbreak has changed the paradigm for investors from all around the world with the four-decade tailwind of bond yields immediately turning into a headwind. The resulting valuation ‘reset’ has been among the fastest in history, yet the outlook remains as uncertain and varies as ever. After decades of growing in unison, the global economy is entering a period of divergence, in which the economic and investment performance of countries and companies will see growing dispersion”.


RACV Melbourne
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