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          <time datetime="2018-10-23T12:18:16+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 23, 2018 12:18</time>
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              Five Investment Principles for Today 
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  History shows that the market is more discerning in tough times as opposed to when things are going swimmingly, when many less-than-stellar companies are carried along...
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          <time datetime="2018-10-23T11:17:14+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 23, 2018 11:17</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>Two key areas of <span class="whitespace-nowrap">opportunity<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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  Volatile times can create opportunities for patient investors, and there’s been no shortage of volatility for emerging markets investors lately. Alex Duffy, Portfolio...
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          <time datetime="2018-10-23T10:39:35+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 23, 2018 10:39</time>
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  Companies in the IPO phase are often mispriced at issue. They are rarely independently researched, there is often little knowledge of the business, finances and...
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  The terms ‘growth’ and ‘value’ are used in ways that suggest you can divide stocks and investors into two opposing tribes, like Democrats and Republicans or the...
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        Aoris Investment Management
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          <time datetime="2018-10-22T13:26:55+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 22, 2018 13:26</time>
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              A misbehaving bond-substitute
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  For much of the last decade, many investors were lured to a particular class of equities which, as they believed, would deliver yields greater than what could be...
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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 Listed Investment Company <span class="whitespace-nowrap">Showcase<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">
  Recently, we had the opportunity to work with the Australian Shareholders Association (ASA) to showcase ideas and strategies from a range of Listed Investment...
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        <time datetime="2018-10-22T10:46:08+11:00" data-controller="datetime" class="hidden sm:block sm:flex-none order-1 w-36 uppercase pre-header-sm lg:pre-header-md text-darkgray">October 22, 2018 10:46</time>
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          <time datetime="2018-10-22T08:39:02+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 22, 2018 08:39</time>
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              Tech without the extreme price tag
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  If you&#39;re like me, you may not have the stomach for holding too many stocks trading on prices equal to more than 60 times analysts&#39; consensus forecast earnings per...
</div>

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  With a market capitalisation of nearly $100 billion and having produced returns of more than 20,000% (200x) for early investors who stuck with it, CSL is one of the...
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              5 stocks to buy on weakness
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  It is important to find ideas where companies can generate cash flow growth regardless of the macro backdrop. Here we look at five stocks that pass our filters and...
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          <time datetime="2018-10-20T11:17:54+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 20, 2018 11:17</time>
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              A new player riding the infrastructure boom
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  We first heard of Acrow (ACF) many years ago before it was listed, when researching listed competitor GCS. This was before the east coast infrastructure boom, and thus...
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        Perennial Value Management
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        <time datetime="2018-10-20T11:17:54+11:00" data-controller="datetime" class="hidden sm:block sm:flex-none order-1 w-36 uppercase pre-header-sm lg:pre-header-md text-darkgray">October 20, 2018 11:17</time>
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          <time datetime="2018-10-19T17:05:18+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 19, 2018 17:05</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>Do good, feel good and make <span class="whitespace-nowrap">money<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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  Last week the Bank of England put top executives at banks and insurers on high alert to vastly improve their planning for the long-term risks of climate change. The FT...
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  The performance of Shanghai Composite Index is lagging the US market by a massive 30% so far this year. Mary Manning says this divergence is extreme when compared to...
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          <time datetime="2018-10-19T12:11:30+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 19, 2018 12:11</time>
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              Housing correction is political poison
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  Today I review research that shows if Labor eliminates negative gearing and increases capital gains tax by 50%, national house prices could fall 9-12% on top of the...
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          <time datetime="2018-10-19T11:46:46+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 19, 2018 11:46</time>
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              Tech giants invest billions in dying retail
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  Ask any Hong Kong based fund manager which stock they wish they’d doubled up on and they’ll almost certainly say Alibaba or Tencent. Both now rival Facebook in terms...
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          <time datetime="2018-10-19T10:13:03+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 19, 2018 10:13</time>
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