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Morningstar Investment Management’s Chief Investment Officer for Asia Pacific weighs in on the weak Aussie dollar and what this could mean for investors.
While expensive large caps are the biggest contributor to our market’s overvaluation, this doesn’t mean we don’t see opportunities.
Australian portfolios are still heavily skewed to the local market.
This piece from Firstlinks examines the performance of key asset classes and sub-sectors in 2024 and over longer timeframes, and the lessons that can be drawn for constructing an investment portfolio for the next decade.
Morningstar
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