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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="2018-04-26T14:41:22+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 26, 2018 14:41</time>
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              Be careful what you wish for
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  When, a couple of years ago, Saudi Arabia was twisting the arms of Russia and 22 other oil producing countries to stem the flow of crude, the oil price was already off...
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        Fidelity International
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          <time datetime="2018-04-26T14:23:44+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 26, 2018 14:23</time>
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              The growing opportunity in South Korea
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Over the years during Kevin Bertoli’s time travelling to South Korea, often at times when relations were considerably strained, people have always seemed to take the...
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        PM Capital
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        <time datetime="2018-04-26T14:23:44+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 26, 2018 14:23</time>
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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="2018-04-26T11:43:02+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 26, 2018 11:43</time>
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              The economics of aging 
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  The following is an extract from a note that was recently sent to investors in the Montaka Global Fund. There is a significant change in demographics that is currently...
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Montaka Global Fund - Active ETF</div>
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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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              Some Thoughts on Asset Prices
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  This time last year we outlined some thoughts on Australian house prices and noted the premium at which dwellings in this country traded relative to historical...
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        Merlon Capital
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  So far 2018 has begun just as 2017 finished, with the established ‘more mature’ businesses, as categorised by the ASX top 20, underperforming their smaller cousins....
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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 big shift in <span class="whitespace-nowrap">China<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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              Volatility in the A-REIT sector
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          <time datetime="2018-04-24T13:54:14+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 24, 2018 13:54</time>
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              BHP remains in an upgrade cycle
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  Our bullish view on resources remains intact, and our conviction on BHP Billiton Limited (BHP) has grown as we move into a more reflationary environment, coupled with...
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        Alphinity Investment Management
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        <time datetime="2018-04-24T06:30:07+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 24, 2018 06:30</time>
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          <time datetime="2018-04-23T17:32:39+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 23, 2018 17:32</time>
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              What Mattered Today; Banks find a bid
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  The bourse performed well on a slow news day today, as banks and miners lead the index higher. Banks, in particular the regionals in Bendigo and Bank of QLD, were...
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          <time datetime="2018-04-23T15:48:57+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 23, 2018 15:48</time>
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        <time datetime="2018-04-23T15:48:57+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 23, 2018 15:48</time>
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          <time datetime="2018-04-23T15:36:18+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 23, 2018 15:36</time>
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              Invitrocue - this Singapore company can predict cancer treatment outcomes
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  Last week I published a report on a great Life Sciences company out of Singapore called Invitrocue. Singapore is one of the finest places a global traveler could find...
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      <div class="p-4 flex group">
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">INVITROCUE LIMITED</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:IVQ</div>
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</a>    <div class="px-4 mt-0.5">
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        <div class="flex-grow text-darkestgray text-bold-sm" id="followed-count-stock_code-1028">
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></div>

      </div>
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</div>

    <div class="h-0 w-full flex justify-center">
      <div class="border-6 border-tooltipDownArrowLight"></div>
    </div>
  </div>
</div>

</div>

        </div>
      <div class="lg:flex lg:items-center clear-both">
        <div class="mt-2 lg:mt-4">
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        Pitt Street Research and NDF Research
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>
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</svg>

  
  
  
</button>


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>
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</a>

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    <div class="flex flex-row-reverse">
        <time datetime="2018-04-23T15:36:18+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 23, 2018 15:36</time>
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</div>


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

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</template></turbo-stream>
  <turbo-stream action="update" target="pagination"><template>
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