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          <time datetime="2018-08-23T10:28:54+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 23, 2018 10:28</time>
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              Mortgage default rates are increasing, not decreasing, as implied by RMBS data
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  Being able to measure and monitor the true level of mortgage delinquencies across an economy is essential for investors and regulators interested in asset pricing and...
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      <div>
        Coolabah Capital
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          <time datetime="2018-08-23T08:17:15+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 23, 2018 08:17</time>
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              Should we fear a tidal wave of mortgage resets?
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  In meeting with clients over recent months, one of the common questions I’ve been asked has concerned the potential “income shock” to be faced by households given the...
</div>

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</span>    </div>
      <div>
        Betashares
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          <time datetime="2018-08-22T16:54:57+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 22, 2018 16:54</time>
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              Lovisa: it&#39;s all about speed and size
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Lovisa Holdings Ltd</div>
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  What would you nominate as the most under-appreciated risk in the market today? There seems to have been an endless carousel of macro ‘bogeymen’, yet markets keep...
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          <time datetime="2018-08-22T13:34:08+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 22, 2018 13:34</time>
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  In this daily reporting season update, we provide first impressions on key takeouts from companies reporting today, including Carsales.com, Lendlease Group, Sydney...
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              Picking better eggs and baskets
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        Lumenary Investment Management
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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>Misplaced fears in defensive <span class="whitespace-nowrap">assets<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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  Bonds are typically viewed as a defensive component of an investor&#39;s portfolio. They tend to perform best when your riskier assets are doing poorly. Stuart Dear,...
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          <time datetime="2018-08-22T06:30:09+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 22, 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>The end of the mining <span class="whitespace-nowrap">cycle?<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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  After a stellar two-year run that saw the ASX 300 Metals &amp; Mining Index more than double, it has slipped by 10% in 3 months as trade tensions and China data hit...
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        <time datetime="2018-08-22T06:30:09+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">August 22, 2018 06:30</time>
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          <time datetime="2018-08-21T14:17:20+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 21, 2018 14:17</time>
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              First Impressions from Reporting: OSH, BHP, SCG, AMC, AHY, HSO, FXL and SUL
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  In this daily reporting season update, we provide first impressions on key takeouts from companies reporting today, including Oil Search, BHP Billiton, Scentre Group,...
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        <time datetime="2018-08-21T14:17:20+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">August 21, 2018 14:17</time>
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          <time datetime="2018-08-21T12:42:16+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 21, 2018 12:42</time>
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full ">
              Australia&#39;s premium shopping centre portfolio
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Australia&#39;s premium shopping centre portfolio, Scentre Group, owns great real estate in a sector that has huge barriers to entry (for their better retail assets), in...
</div>

          </div>
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          <time datetime="2018-08-21T12:11:40+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 21, 2018 12:11</time>
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              Graftech International: In the sweet spot
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  Graftech International (“Graftech”) has had extremely low returns on capital over the last decade, is highly leveraged, and has no pricing power. So why is it one of...
</div>

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            <a class="pre-header-sm lg:pre-header-md uppercase text-primary hover:underline" href="/categories/investment-theme">Investment Theme</a>

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          <time datetime="2018-08-21T10:29:04+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 21, 2018 10:29</time>
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              Disruptive Innovation Could Add Fuel to This Bull Market 
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Concerned that the nine-year bull run has overstayed its welcome, many strategists have highlighted the narrow leadership of the US stock market as it has bucked...
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  Despite improving market dynamics, one of the sectors still largely flying iunder the investors&#39; radar is the junior end of the mineral sands industry. We have seen...
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        Daintree Capital 
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          <time datetime="2018-08-21T08:38:08+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 21, 2018 08:38</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>Market Trends - August 2018 <span class="whitespace-nowrap">Update<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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          <time datetime="2018-08-21T07:40:48+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 21, 2018 07:40</time>
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  In the years since the Global Financial Crisis, the world economy has experienced a significant period of expansion, driven in part by a wave of stimulus from major...
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          <time datetime="2018-08-21T06:32:18+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 21, 2018 06:32</time>
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      <div>
        Pengana Capital Group
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          <time datetime="2018-08-20T16:12:44+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 20, 2018 16:12</time>
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              Lessons from two world-class portfolios
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      <div>
        NWQ Capital Management
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