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In this interview with Ricardo Gonçalves from SBS On the Money Podcast, Robert Talevski discusses themes currently shaping markets and investor sentiment.
They covered the recent selloff in Australian equities and how markets are responding to ongoing geopolitical uncertainty, the pullback in miners despite recent record highs, notable developments across local companies, and the much-talked-about SpaceX IPO. He also shared our current thinking on portfolio positioning, where we continue to see opportunities emerging, and what we’re communicating to clients in navigating the current environment.
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