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One of the great misunderstandings among retail and Self Managed Super investors is the belief that infrastructure stocks and property trusts are always good assets to hold if you are seeking a secure income stream. Sometimes, these stocks are even referred to as “bond proxies”, suggesting...

Much has been said recently about the need to de-risk portfolios. From Howard Marks (Oaktree) to Ray Dalio (Bridgewater Associates), there are many who believe now is the time. There are clearly geopolitical risks aplenty. But what about asset values? Let's touch on equity market...