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          <time datetime="2018-09-08T08:49:25+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">September 08, 2018 08:49</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>Strong growth... Weak Aussie <span class="whitespace-nowrap">dollar?<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="2018-09-08T08:49:25+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">September 08, 2018 08:49</time>
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          <time datetime="2018-09-07T21:29:00+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">September 07, 2018 21:29</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>Buffett’s late cycle <span class="whitespace-nowrap">strategy<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">
  We’ve heard a lot from investors around the world about late-cycle investing in recent times. The consensus tells us that the end of the bull market is not too far...
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              6 high valuation growth stocks to watch
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        Market Partners 
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          <time datetime="2018-09-07T10:24:10+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">September 07, 2018 10:24</time>
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              Housing losses are going to get worse... (And RMBS downgraded)
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Today I argue that our 2017 forecast for a 5% to 10% peak-to-trough drop in national house prices, which we are already 40% of the way to achieving, could extend to a...
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  When looking for potential problems in a company, the first place to look is the balance sheet. Amit Lodha, Portfolio Manager at the Fidelity Global Equities Fund,...
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          <time datetime="2018-09-07T05:40:32+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">September 07, 2018 05:40</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: 4 stocks exposed to the housing <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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            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Australians&#39; love affair with residential property is on the rocks. Data from Corelogic shows an aggregate fall of around 3% for all dwellings across the 5 capital...
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          <time datetime="2018-09-06T16:15:05+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">September 06, 2018 16:15</time>
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              Growth At a Stupid Price (GASP)
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  I have to GASP when I look at the current valuations of some of the new generation disruptors; we are very clearly in bubble territory. And as with all bubbles, we...
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          <time datetime="2018-09-06T15:13:42+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">September 06, 2018 15:13</time>
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              Could rising debt spell the end for the fairy tale 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">
  As I travelled around Australia in July, meeting with clients, the excitement of high returns in the market had been tempered with caution about what happens next....
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          <time datetime="2018-09-06T08:56:37+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">September 06, 2018 08:56</time>
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              Is value investing dead?
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  One of the accepted tenets of investing had been that value investing rewarded its adherents with superior performance through time - in return for accepting the pain...
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        Ellerston Capital
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          <time datetime="2018-09-06T08:31:41+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">September 06, 2018 08:31</time>
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              What metal is most impacted by new technology?
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Well, at least according to Rio Tinto, that is tin. We have seen other &quot;technology metals&quot; having their day in the sun, with tin largely staying under the radar,...
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        Independent Investment Research
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          <time datetime="2018-09-06T06:56:10+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">September 06, 2018 06:56</time>
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  We recently conducted a survey asking readers, “What&#39;s the biggest challenge you face when it comes to investing?” One common response was: Knowing who to invest with...
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          <time datetime="2018-09-06T06:38:26+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">September 06, 2018 06:38</time>
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          <time datetime="2018-09-05T16:49:23+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">September 05, 2018 16:49</time>
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    <a data-controller="event" data-event-name-value="link_click" data-event-id-value="1134" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/fund/l1-capital-l1-long-short-fund-ltd">
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              5 investment lessons that stand the test of time
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  Claudia Huntington, a veteran portfolio manager at Capital Group, reflects on her 45-year career analysing companies, issues and trends in the investment industry and...
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        Capital Group
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