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An expose on the many macro trends that are keeping a lid on economic growth, inflation, bond yields and interest rates and how this is impacting on companies and economies worldwide. The underlying thesis is investors should no longer rely on what worked in the past, but instead they should adapt to the new environment and adjust their portfolios and strategies accordingly. Many of the themes have a global carry, but when it comes to the nitty gritty, this book is aimed at the Australian share market.
