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          <time datetime="2018-06-04T06:21:06+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 04, 2018 06:21</time>
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              Two beneficiaries of the $24bn infrastructure pipeline
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  Public infrastructure spending in Australia has a positive outlook for the medium-long term, with government announcements and global trends indicating that large...
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        Blackmore Capital
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        <time datetime="2018-06-04T06:21:06+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">June 04, 2018 06:21</time>
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          <time datetime="2018-06-02T07:41:54+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 02, 2018 07:41</time>
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              The downturn in high yield will be big, long and ugly
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  The US high yield market has grown larger and riskier since the financial crisis. Issuers of debt have the whip hand as buyers compete to gain an allocation in the...
</div>

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          <time datetime="2018-06-01T16:59:14+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 01, 2018 16:59</time>
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  In the travel sections of newspapers there frequently appear articles with titles such as Top 7 Overseas Travel Scams (and How to Avoid Them). However, Atlas see the...
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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 warning siren from the credit <span class="whitespace-nowrap">market<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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  The credit market sounded the warning siren well ahead of the GFC: credit spreads blew out in July 2007, before equity markets peaked in November 2007. In this short...
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        Narrow Road Capital
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          <time datetime="2018-06-01T15:13:07+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 01, 2018 15:13</time>
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              A Few More Fleas at Greencross
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  Since joining Forager a few months ago, I’ve learned a lot about the benefits of scepticism. Sure, I knew to take management’s words and accounts with a grain of salt....
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          <time datetime="2018-06-01T13:59:12+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 01, 2018 13:59</time>
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              4 reason for Watpac shareholders to walk away
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  Funds managed by Sandon Capital have voted against the Watpac Ltd Scheme of Arrangement with Belgian firm BESIX.  The proposal is a proportional one, where BESIX is...
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        Sandon Capital
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  Finding under-researched opportunities on the ASX is tough these days, but with enough digging, there are still some gems to be found. Todd Guyot, Portfolio Manager at...
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          <time datetime="2018-06-01T07:12:06+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 01, 2018 07:12</time>
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              NZ tech punching above its weight
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  Some wonderful examples of entrepreneurial drive and global innovation can be found in the burgeoning New Zealand startup community and emerging listed companies. Here...
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          <time datetime="2018-06-01T06:30:06+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 01, 2018 06:30</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>Buy Hold Sell: 5 High Flyers 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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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Downgrades can be a double-edged sword; they can ravage your existing positions, but they can provide attractive entry points for stocks on the watchlist. The A2 Milk...
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        Livewire Markets
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          <time datetime="2018-05-31T17:32:43+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">May 31, 2018 17:32</time>
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              Italian borsa back on the radar
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  Over the past two months Italian politics showed once more it can have more twists and turns than the mountains of the Giro.  First, elections in March proved...
</div>

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          <time datetime="2018-05-31T15:33:32+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">May 31, 2018 15:33</time>
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              So, what happens in a crash, again?
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  Why is disruption working as an investment strategy? Is it actually different this time or just an extended build-up to a new tech crash?  The rules of investing say...
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              Uranium: Interest is building
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  The spot uranium price ticked up again last week and growing 2019 demand suggests further upside. In this wire, Greg Peel discusses improving prices, the US conundrum,...
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  April was a volatile month indeed – or so you would think if you have been following the news. While sensationalised reporting generates readership, a comprehensive...
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  Gold prices have steadied in the last few trading days, after correcting over the last month in the face of a rallying USD, and a sharp unwind in speculative...
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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>One company that ticked all the <span class="whitespace-nowrap">boxes<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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  Investing in global stocks requires a global perspective, says Garry Laurence, Portfolio Manager at Perpetual. That means getting your feet on the ground and doing...
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              Investing in the right place at the right time 
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  The following is an extract from a note that was recently sent to investors in the Montaka Global Fund. There is a famous quote attributed to Ray Kroc, the founder of...
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        Montaka Global Investments
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        <time datetime="2018-05-31T09:54:17+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 31, 2018 09:54</time>
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