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Banks vs. Commodities: Navigating the Investment Crossroads
Investors face a pivotal decision in constructing portfolios: banks or commodities? This choice isn't just about sectors; it's about...

Royce Advisory
Oct 7, 20241 min read
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Global Economic Insights: Navigating Shifting Monetary Policies
As wealth managers, we're constantly monitoring the evolving economic landscape. Recent data provides insights towards how we are...

Royce Advisory
Oct 1, 20241 min read
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What do Recent Yield Shifts Tell Us About the Economic Outlook?
Bond yields often serve as a barometer for economic sentiment. Recently, we've observed an intriguing shift in US bond yields that's...

Royce Advisory
Sep 9, 20241 min read
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Are RBA rate cuts bad for Bank stocks? 🏦💸
As we approach potential RBA rate cuts from February 2025 onwards, Australian bank stocks are potentially facing an interesting...

Royce Advisory
Aug 15, 20241 min read
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Unraveling the USDJPY Carry Trade and impact on markets
So much of the market turmoil this week has been attributed to the US Dollar (USD) Japanese Yen (JPY) 'carry trade'. 🔍 What is a carry...

Royce Advisory
Aug 15, 20241 min read
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Are Australian investors too focused on their own backyard?
Recent studies highlight a concerning trend in retail investor portfolios - extreme home bias and lack of diversification. 1- Retail...

Royce Advisory
Aug 15, 20241 min read
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Understanding Sahm's Rule
One tool that has gained attention recently is Sahm’s Rule — a straightforward yet insightful indicator of recession. Developed by...

Royce Advisory
Aug 15, 20241 min read
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