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Dispersion increases as value vs growth trade gets muddled

As you would have expected, growth and technology-based stocks were the big winners this year posting spectacular gains during some volatile times. But a lot has changed since the start of the year. Disruption caused by the COVID-19 lockdowns and the heavy stimulus required to keep the economy afloat has sent inflation fears ripping through…

Ishan Dan | 30th Jun 2021 | More
Morningstar tips for ‘late recovery’ trades

The recovery from 2020’s “massive period of turbulence” hasn’t lifted all boats, and there are still plenty of bargains to be had if you know where to look. Gareth James, Morningstar’s Sydney-based equity research strategist, expects Link Administration Holdings (ASX: LNK) , for instance, to bounce back from “a tough few years” of regulatory changes…

Lachlan Maddock | 11th Jun 2021 | More