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RBA Governor Michele Bullock recently spoke at the Committee for Economic Development of Australia (CEDA) Annual Dinner, and her message was clear that the RBA isn't rushing to cut interest rates like some of its international counterparts. 

The "Trump Bump" in full effect, with bitcoin not the greatest benficiary and fund managers allocating away from equities beforehand; the "Super Bump" in Australian equities, as evident in the P/E multiple of CBA; gold's correlation; subsea cable spend creating opportunities; funds flowing out of Chinese investment markets; the boom in private equities and the truth about volatility; and finally the inflation story is not over yet in the US. Read Equitable Investors Pty Ltd's 10K Words here: https://lnkd.in/gJtjUaQ3

In this article, Peter Aquilina (Portfolio Manager - Sustainability), summarises the challenges and opportunities that the growing data centre load demand is providing for infrastructure companies globally. Read 4D Infrastructure's full article here: https://lnkd.in/g9G9y2Rd

Following the build up, media frenzy and speculation leading to the US election, and then the surprise at Donald Trump's resounding victory (except to The Donald himself), everything has gone quiet, relatively speaking. Maybe it's just the media in limbo, save for regular announcements regarding key appointments. Trump himself, rarely short of a word over the past 6 months, has also gone quiet. Either he's taking a break prior to taking over in January, or maybe he's back on the golf course?

Chris Gosselin, CEO of FundMonitors has recently spoken with Richard Brennan, Strategy Ambassador at East Coast Capital Management, on the evolving dynamics of the commodity markets. Watch the full video here: https://lnkd.in/gRvBD5-J

Arvid Streimann offers an analysis of why Trump's victory was more decisive than predicted and the key issues that influenced voters' decisions. He provides insights into the market's reaction and shares his expectations for the next 12 months, highlighting which sectors are likely to perform better than others. Watch Magellan Financial Group's full video here: https://lnkd.in/g7H6Eh_Y

Globally, equity markets were weaker in October. In the US, the S&P 500 declined -1.0%, the Nasdaq fell -0.52%, whilst in the UK was down -1.54%. Read Glenmore Asset Management's Market Commentary here: https://lnkd.in/gKWeEgVA

Here are some of the latest additions to our database. Follow the links to view each fund's profile, where you'll have access to their offer documents, monthly reports, historical returns, performance analytics, rankings, research, platform availability, and news & insights. View the fund profiles here: https://lnkd.in/gtFVnnYq Carrara Capital | Woodbridge Capital | Minotaur Capital

Last week's Hedge Clippings noted that Donald Trump's election victory would lead to some predictably unpredictable outcomes. Earlier this week we met with Richard Grace, ex CBA economist, now principal of PinPoint Macro Analytics, who has kindly agreed to provide some economic muscle and rigour to our weekly view of the world.

Megatrends are long-term structural changes that affect the world we live in. Importantly, they shape communities, but they also create investment opportunities and risks. Read Magellan Financial Group's full article here: https://lnkd.in/gkkyieNH