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Global debt is growing faster than the economy. This is less alarming than it may seem, but do keep a close eye on the zombies.
After already having struggled for most of the last quarter markets took a nosedive late December and the outlook is clouded at best. Nonetheless we do see some opportunities and are cautiously adding some risk.
Each quarter we publish an entry on a specific theme relevant to our investment process. This time we discuss whether Australian shopping centres will survive the retail thunderstorm.
