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            <a class="pre-header-sm lg:pre-header-md uppercase text-primary hover:underline" href="/categories/macro">Macro</a>

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          <time datetime="2018-04-09T13:14:15+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 09, 2018 13:14</time>
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              Looking to alternatives in a rising rate environment
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  Recent weeks have seen global growth continue to push ahead in a robust and synchronised fashion. Similarly, and much as hoped, wage and inflation data have stepped...
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        LGT Crestone
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          <time datetime="2018-04-09T12:32:05+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 09, 2018 12:32</time>
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              <span class="wire_title_component w-full block group-hover:underline"><span data-controller="logged-in-class" data-logged-in-class-logged-in-class-value="hidden"></span>A message for SMSF <span class="whitespace-nowrap">investors<svg xmlns="http://www.w3.org/2000/svg" width="24" height="18" viewBox="0 0 24 18" fill="none" stroke="currentColor" id="embed_video" class="inline-block align-middle group-hover:underline w-6 h-4 lg:h-6 ml-2">
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  Self-Managed Super Funds (SMSFs) typically invest in a rather narrow range of assets: equities, fixed income, property, private equity or infrastructure, and cash....
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          <time datetime="2018-04-09T09:00:25+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 09, 2018 09:00</time>
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              Key calls on major markets &amp; stocks for the week ahead
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  It’s currently very easy to get caught up in the negativity surrounding stocks as a potential Trump-China trade war dominates the press, interestingly something that...
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        Market Partners 
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          <time datetime="2018-04-06T18:54:22+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 06, 2018 18:54</time>
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              The Economics of Population Growth
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  The elephant in the room for Australia’s Federal Parliament has finally been called out. Australia’s rapid population growth is arguably as important an issue as...
</div>

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        Narrow Road Capital
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              The difference between bonds and shares in a severe correction
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  The endless days of a fantastic summer are disappearing as is the consistent, upward trend of higher share prices, with volatility returning to the market. The sharp...
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        Westpac Bank
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        <time datetime="2018-04-06T06:41:36+10:00" data-controller="datetime" class="hidden sm:block sm:flex-none order-1 w-36 uppercase pre-header-sm lg:pre-header-md text-darkgray">April 06, 2018 06:41</time>
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          <time datetime="2018-04-06T05:50:09+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 06, 2018 05:50</time>
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              Some Thoughts on the Blue Sky Affair from a manager who shorts
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  By now most of the Livewire readers will be aware of the battle between Blue Sky (BLA) and the US short seller, Glaucus. I thought it may be worth penning a wire as I...
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        Ellerston Capital
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          <time datetime="2018-04-06T05:47:36+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 06, 2018 05:47</time>
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              <span class="wire_title_component w-full block group-hover:underline"><span data-controller="logged-in-class" data-logged-in-class-logged-in-class-value="hidden"></span>Buy Hold Sell: 5 late cycle gems <span class="whitespace-nowrap"><svg xmlns="http://www.w3.org/2000/svg" width="24" height="18" viewBox="0 0 24 18" fill="none" stroke="currentColor" id="embed_video" class="inline-block align-middle group-hover:underline w-6 h-4 lg:h-6 ml-2">
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  The current bull market has been running for nine years and with rates and inflation on the rise the cycle is getting long in the tooth. So in this environment which...
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          <time datetime="2018-04-05T16:41:42+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 05, 2018 16:41</time>
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          <div class="sm:flex-grow">
            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full ">
              Janus Henderson: Upside following steep price drop
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Janus Henderson Group is a global asset management business with US$370 billion of assets under management. The performance of global equity markets is the largest...
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        Clime Investment Management
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              Howard Hughes Corporation – US-based real estate developer
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  Commercial and residential real estate developments in the United States are probably not the first thing that comes to mind when you think about Hollywood and...
</div>

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          <time datetime="2018-04-05T12:56:22+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 05, 2018 12:56</time>
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              Was January 26 the cycle peak?
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  There are two attitudes you can take to the February 2018 “flash crash”. The first, and overwhelmingly the most popular, is that this was a technically driven...
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    srcset="https://www.livewiremarkets.com/rails/active_storage/representations/proxy/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBBdlFJIiwiZXhwIjpudWxsLCJwdXIiOiJibG9iX2lkIn19--7784b7ba69da1bf928cdbf0f34f2d3fdcdbe012e/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaDdCem9MWm05eWJXRjBTU0lJYW5CbkJqb0dSVlE2RTNKbGMybDZaVjkwYjE5bWFXeHNXd2RwQWNocEFjZz0iLCJleHAiOm51bGwsInB1ciI6InZhcmlhdGlvbiJ9fQ==--d4026b52d9aa7a676b3d70dbe31c85d930184392/Vimal_crop.jpg, https://www.livewiremarkets.com/rails/active_storage/representations/proxy/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBBdlFJIiwiZXhwIjpudWxsLCJwdXIiOiJibG9iX2lkIn19--7784b7ba69da1bf928cdbf0f34f2d3fdcdbe012e/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaDdCem9MWm05eWJXRjBTU0lJYW5CbkJqb0dSVlE2RTNKbGMybDZaVjkwYjE5bWFXeHNXd2RwQWNocEFjZz0iLCJleHAiOm51bGwsInB1ciI6InZhcmlhdGlvbiJ9fQ==--d4026b52d9aa7a676b3d70dbe31c85d930184392/Vimal_crop.jpg 2x"
    alt="Vimal Gor"
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  <div id="profile-link" class="text-heavy-sm md:text-heavy-md text-darkestgray">
    <div>
        <span data-controller="event" data-event-name-value="link_click" data-event-view-name-value="summarized_longform_wire_view" data-event-id-value="22055" data-event-statisticable-value="profile" data-event-custom-data-value="{&quot;position&quot;:22020,&quot;section&quot;:&quot;latest_feed&quot;}" data-event-ga-category-value="Homepage Latest Feed" data-event-ga-action-value="link_click" class="mr-1">Vimal Gor</span>
    </div>
      <div>
        Pendal Group
      </div>
  </div>
</div>

        </div>
        <div class="hidden lg:block lg:mt-4 mx-4 w-1 h-4 border-l border-gray-300"></div>
        <div class="mt-4 flex items-center text-heavy-sm md:text-heavy-md text-darkestgray">
          <div class="flex items-center mr-4">
            <div id="wire-listing-like-38240" data-load-engagement-count-target="like" data-wire-id="38240" data-position="22020">
                <button
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  data-turbo-stream-url-value="/hotwired/likes/38240/wire/22020/like"
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  aria-label=home_like
  
  
  
>
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</svg>

  
  
  
</button>


</div>            <div class="flex items-center ml-1">
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>
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</svg>

  
  
  
</a>

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            <div id="wire-listing-stats-38240" data-load-engagement-count-style-value="listing" data-load-engagement-count-target="stats" data-wire-id="38240" data-position="22020" data-style="listing" data-device-type="desktop"></div>
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        <time datetime="2018-04-05T12:56:22+10:00" data-controller="datetime" class="hidden sm:block sm:flex-none order-1 w-36 uppercase pre-header-sm lg:pre-header-md text-darkgray">April 05, 2018 12:56</time>
    </div>
</div>


      </div>
    </div>
</div>

  </div>
</template></turbo-stream>
  <turbo-stream action="update" target="pagination"><template>
    <a rel="next" href="/hotwired/feeds/latest?cache_prefix=latest_wire&amp;cursor=2018-04-05+12%3A56%3A22+%2B1000&amp;last_position=22020"></a>
</template></turbo-stream>
