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Remain in risky assets the tide is turning: Poole| Ausbiz
With US breakeven inflation collapsing below levels consistent with the Fed’s target Isaac Poole, Global CIO of Oreana Financial Services says central banks are ready to pause. He expects risk assets including equities to perform well this year. Listen for his asset allocation strategies – and for why he’s investing for outperformance in China.
(Source: Ausbiz)
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