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          <time datetime="2018-04-17T10:42:43+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 17, 2018 10:42</time>
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              It’s always darkest before the dawn
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  US equities have led the recent correction in global equities. We have been swinging around on Twitter headlines with index futures traders deciding the short-term...
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        Aitken Investment Management
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          <time datetime="2018-04-17T09:08:15+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 17, 2018 09:08</time>
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              Hope, Fear and Greed
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  In this 12-part Cadence Investing Series, we discuss several aspects of the investment process and how it actually works in practice. Topics covered include market...
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        Cadence Capital Limited
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          <time datetime="2018-04-17T08:10:16+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 17, 2018 08:10</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>Focus on the company, not the <span class="whitespace-nowrap">index<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">
  With value in short supply, managers usually berate the lack of opportunities they are seeing. However Graeme Carson from Cyan IM told us that early stage companies...
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          <time datetime="2018-04-16T17:23:11+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 16, 2018 17:23</time>
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  The copper price is often regarded as a barometer of the world economy because of its wide-ranging applications in industrial production and electrical equipment....
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        Mason Stevens
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        <time datetime="2018-04-16T17:23:11+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 16, 2018 17:23</time>
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          <time datetime="2018-04-16T12:14:43+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 16, 2018 12:14</time>
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              Bellamy’s becoming a more attractive asset
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        MX Capital
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      <div>
        Perpetual Asset Management (Australia)
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          <time datetime="2018-04-16T09:40:28+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 16, 2018 09:40</time>
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              The real danger lurking in the shadows
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  While many investors fret about bonds or bond-like proxies from rising interest rates, the real danger lurking in the shadows is the prospect of rising risk premiums....
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      <div>
        Vertium Asset Management
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          <time datetime="2018-04-16T08:54:53+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 16, 2018 08:54</time>
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              We Bought Back How Much Gold?
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  Despite the rising trade tensions and escalating geopolitical risk, gold has remained largely range bound in 2018, so far unable to break through and hold above USD ...
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        ABC Bullion
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        Alphinity Investment Management
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  In my AFR column I reflect on Xi Jinping&#39;s masterful manipulation of Donald Trump and why a profound change in global hedging costs could radically reduce the returns...
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  Too many companies are milking, not nurturing, their competitive advantage. That might help this year’s profits, but the long term impact can be damaging.   “Well, the...
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          <time datetime="2018-04-13T10:59:55+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 13, 2018 10:59</time>
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          <time datetime="2018-04-13T09:06:12+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 13, 2018 09:06</time>
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          <time datetime="2018-04-13T05:49:04+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 13, 2018 05:49</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: 3 stocks making headlines and 2 &#39;under the <span class="whitespace-nowrap">radar&#39;<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">
  There’s an old saying that ‘there is no such thing as bad publicity.’ If you’re in the news you’ll stay top of mind – for better or worse. Right now a number of...
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          <time datetime="2018-04-12T17:55:20+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 12, 2018 17:55</time>
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              What Mattered Today; Seller&#39;s win a second straight day
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  A very choppy day, particularly in early trade by the ASX with the market sold on open only to rally +35points in short order before dropping the (exact) same amount...
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        Market Partners 
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          <time datetime="2018-04-12T14:43:05+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 12, 2018 14:43</time>
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              A profitable experience with a bitter end
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  Readers might well be aware of the challenges one of our long-term holdings, alternative asset manager Blue Sky (BLA), has faced since Glaucus, a US based short...
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        Cyan Investment Management
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