Prepare for a potential resources resurgence

By Justin Still
Updated July 24 2017 - 3:32pm, first published 2:47pm
Justin Still
Justin Still

Investors are living through abnormal times. At the macro-economic level, central banks are now unwinding financial stimulus and geopolitical risks remain elevated. Domestically, Australia remains heavily reliant on Chinese commodity demand and a housing cycle which appears to have peaked. Despite these challenges, we maintain our focus on the following enduring investment themes. 

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