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          <time datetime="2018-10-25T13:19:34+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 25, 2018 13:19</time>
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              More to come from the infrastructure boom
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  Almost 12 months ago, we published an article about the coming boom in Australian infrastructure spending. At the time, a popular chart by Macromonitor (see below) was...
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          <time datetime="2018-10-25T10:53:58+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 25, 2018 10:53</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>Sectors and stocks for the late <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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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  As the cycle matures, finding opportunities gets harder. So we sat down with Matthew Haupt, Portfolio Manager at Wilson Asset Management to hear his perspective. Here...
</div>

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          <time datetime="2018-10-25T10:29:27+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 25, 2018 10:29</time>
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          <time datetime="2018-10-25T10:21:56+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 25, 2018 10:21</time>
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          <time datetime="2018-10-25T09:47:06+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 25, 2018 09:47</time>
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        <time datetime="2018-10-25T09:47:06+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 25, 2018 09:47</time>
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          <time datetime="2018-10-25T07:03:25+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 25, 2018 07:03</time>
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              This Buffett trick uncovered a compelling small cap 
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  The world’s great investors all know that if you’re looking for great potential investments, then the one place to start is in the stocks that are owned by investors...
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        Independent Investment Research
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        Independent Investment Research
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              CAT result hoses down economic growth expectations
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  Overnight Caterpillar (CAT) shares tumbled around 10% at one stage before bouncing slightly, although they still closed well in the red - as we know an earnings...
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          <time datetime="2018-10-24T08:54:24+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 24, 2018 08:54</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>Global Smalls - Too Big To <span class="whitespace-nowrap">Ignore<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 Global Investments Limited (ASX: EGI) owns a concentrated portfolio of global companies you are unlikely to find in most global equity portfolios. The highly...
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        Ellerston Capital
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  A rising tide lifts all boats, and the ten-year bull market has made it more important to be in the boat than to be sailing it well. Simon Doyle at Schroders Australia...
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          <time datetime="2018-10-24T05:57:23+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 24, 2018 05:57</time>
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              One beneficiary of the Royal Commission
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  IMF Bentham (ASX :IMF) operates in the litigation funding industry. It is the second largest firm of its type in the world and has arguably the highest quality service...
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        Perpetual Asset Management (Australia)
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        <time datetime="2018-10-24T05:57:23+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 24, 2018 05:57</time>
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          <time datetime="2018-10-23T17:39:50+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 23, 2018 17:39</time>
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              IPO Watch – Coronado Global Resources
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  We are generally pretty sceptical about new IPOs (initial public offerings). Occasionally, however, a great IPO comes along, either for a long-term investment or one...
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              Beware the index!
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  Most broad-based equity indices around the world predominately comprise mature, old-world industrial businesses, highly geared companies including banks, low quality...
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