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          <time datetime="2018-05-24T10:30:07+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">May 24, 2018 10:30</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>Emerging markets hitting the sweet <span class="whitespace-nowrap">spot<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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  Emerging markets have begun to recover following several years of flat returns following the GFC. Rohit Chopra, Portfolio Manager for the Lazard Emerging Markets...
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        <time datetime="2018-05-24T10:30:07+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">May 24, 2018 10:30</time>
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          <time datetime="2018-05-24T10:16:53+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">May 24, 2018 10:16</time>
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              Growth at a reasonable yield
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  John D. Rockefeller once said: &quot;Do you know the only thing that gives me pleasure? It&#39;s seeing my dividends coming in&quot;. Mr Rockefeller was perhaps a little too fond of...
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          <time datetime="2018-05-24T09:59:51+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">May 24, 2018 09:59</time>
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full ">
              Book Number 4 – The Most Important Thing by Howard Marks (Revised May 18)
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Howard Marks is the Chairman and Founder of Oaktree Capital Management, an investment firm managing over $120B. This is not a how to invest book and you will not find...
</div>

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        Swell Asset Management
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          <time datetime="2018-05-24T08:16:13+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">May 24, 2018 08:16</time>
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              Time to buy AMP?
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          <time datetime="2018-05-24T07:00:13+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">May 24, 2018 07:00</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 strong, defendable business at a <span class="whitespace-nowrap">discount<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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        Ellerston Capital
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              Good times not over yet
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  Over the past 18 months, the term ‘Goldilocks’ has increasingly been used to describe the global economic climate – neither too ‘hot’ to cause rampant inflation, nor...
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              Book Number 5 - Only The Paranoid Survive by Andrew S. Grove (Revised May 18)
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  Long before the term disruption was popularised by Silicon Valley, high quality business managers have been alert to the existence of change. In fact, Joseph A....
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        Swell Asset Management
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  US based Global retail giant Walmart will buy a controlling stake of 77% in India’s largest e-commerce company Flipkart for US$16 billion, valuing the company at US$21...
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  A week after the fanfare of the 2018/19 Budget, we can soberly review some of the information and data that supports its projections. In the body of the Budget papers...
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        Plato Investment Management
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              Centaurus - Brazilian copper and cobalt
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  The current ~$420 million takeover offer by OZ Minerals for ASX listed Brazilian copper miner Avanco Resources should pique the interest of investors in Brazil, a...
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        Independent Investment Research
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          <time datetime="2018-05-22T14:11:48+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">May 22, 2018 14:11</time>
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              Chart Of The Week: EM Sovereign CDS
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  This week it&#39;s Emerging Markets sovereign CDS (Credit Default Swaps).  The reason why I think this chart is really worth paying attention to is that after reaching a...
</div>

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        Topdown Charts
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          <time datetime="2018-05-22T10:15:59+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">May 22, 2018 10:15</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>Investing ahead of the <span class="whitespace-nowrap">curve<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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  While ‘technology’ was once a distinct industry, today there is technology in every business and every sector globally. Being a successful investor in this environment...
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