Post by Canaccord Genuity Australia

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It has been an interesting few months in markets. Australian equities hit record highs in February. However, this momentum has since faded, with global peers materially outperforming the domestic market. The oil shock and the US technology rally have both contributed to Australia lagging the global equity rebound, while domestically, conditions have also softened. In this update, our Chief Investment Officer, David Cassidy, outlines how he is positioning portfolios to navigate increasingly uncertain conditions.

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