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Higher than desired inflation is now structurally embedded in the global economy. The boom-bust inflation cycle of the 1970s gives a useful historical parallel, providing investors insight into the coming decade.

William Curtayne | 0.50 CE

The RBA is set to continue rate hikes that will bring on an earnings recession in 2023. Use Australian equity market weakness later in this year as the silver lining to position for an improved long-term outlook for Australian equities.

William Curtayne | 0.50 CE