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          <time datetime="2018-11-30T17:27:55+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 30, 2018 17:27</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>What you need to know from markets this <span class="whitespace-nowrap">week<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="2018-11-30T17:27:55+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">November 30, 2018 17:27</time>
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          <time datetime="2018-11-30T15:28:39+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 30, 2018 15:28</time>
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              A liquid stimulus plan for Christmas
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Over the past six months, there have been numerous headlines around rising energy prices and their impact both on curbing global growth and in cutting domestic...
</div>

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              The Great RMBS Short
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  One of our best “short” (as opposed to “long”) ideas this year has been to bet that the credit spreads on residential mortgage-backed securities (RMBS) would...
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          <time datetime="2018-11-30T11:46:11+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 30, 2018 11:46</time>
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              Reading the tarot cards of tech
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  After recent market volatility, Portfolio Manager Uday Cheruvu writes on some ways to get to the bottom of a tech company&#39;s true value.  In 2000, when OneTel was the...
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  As a wave of mergers and acquisitions has swept the business world in recent years, more industries have come to be dominated by just a few massive companies. In many...
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  WHEB Asset Management is a UK based fund manager at the forefront of the growing movement in Impact Investing, they are also leaders in measuring the impact associated...
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        Narrow Road Capital
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          <time datetime="2018-11-30T06:33:49+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 30, 2018 06:33</time>
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              Microcap Manager Review October 2018 Not for the faint hearted! 
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  Well, October 18 was a brutal month for microcaps with the S&amp;P/ASX Emerging Companies Index closing down 10.9% for the month, Yikes! Although things have stabilised in...
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          <time datetime="2018-11-30T06:30:09+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 30, 2018 06:30</time>
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  That was the first question I put to a panel of fund managers in front of a live audience of investors at a private event we held in conjunction with IRESS last week....
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        <time datetime="2018-11-30T06:30:09+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">November 30, 2018 06:30</time>
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          <time datetime="2018-11-29T19:51:12+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 29, 2018 19:51</time>
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              Do acquisitions create value? A six part checklist
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  In the current economic environment many companies are finding it difficult to grow earnings organically so they are turning to acquisitions more frequently. Adding...
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          <time datetime="2018-11-29T17:48:04+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 29, 2018 17:48</time>
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              Nine stock ideas from Future Generation
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  On Thursday, we heard from some of the market’s top fund managers at the Future Generation Investment Forum, with each offering their best stock idea. If you missed...
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          <time datetime="2018-11-29T13:27:18+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 29, 2018 13:27</time>
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Acorn Capital Investment Fund Ltd</div>
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Australian Foundation Investment Company Ltd</div>
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</a>    <div class="px-4 mt-0.5">
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  class="follow-stock-code-241-stock-code-tooltip-hovercard"
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</div>

    <div data-controller="tooltip">
  <a aria-label="MFF" data-controller="event" data-event-name-value="link_click" data-event-id-value="40018" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-mff">
    <div
  class="lw-badge rounded-2xl  md"
  
  
>
  <div class="flex items-center gap-2">
    <span class="text-bold-md">MFF</span>
  </div>
</div>

</a>  <div class="hidden" data-tooltip-target="content">
    <div class="w-80 rounded-md overflow-hidden shadow-horver-card border border-light">
  <div>
    <a data-controller="event" data-event-name-value="link_click" data-event-id-value="1290" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-mff">
      <div class="p-4 flex group">
        <div class="flex flex-col">
          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">MFF Capital Investments Ltd</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:MFF</div>
        </div>
      </div>
</a>    <div class="px-4 mt-0.5">
      <div class="flex items-center py-4 border-t border-light">
        <div class="flex-grow text-darkestgray text-bold-sm" id="followed-count-stock_code-1290">
            Followed by<span class="font-bold text-gray-700"> 94 </span>people
        </div>
          <div 
  class="follow-stock-code-1290-stock-code-tooltip-hovercard"
  data-load-engagement-count-target="follow"
  data-followable-type="stock_code"
  data-followable-id="1290"
  data-options="{&quot;custom_data&quot;:{&quot;section&quot;:&quot;stock_code_tooltip&quot;},&quot;style&quot;:&quot;hovercard&quot;}"
></div>

      </div>
    </div>
  </div>
</div>

    <div class="h-0 w-full flex justify-center">
      <div class="border-6 border-tooltipDownArrowLight"></div>
    </div>
  </div>
</div>

    <a class="px-1 py-0.5 text-bold-md text-nav-item" data-controller="event" data-event-name-value="link_click" data-event-id-value="40018" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/wires/bell-potter-quarterly-lic-review">
      +4
</a></div>

        </div>
      <div class="lg:flex lg:items-center clear-both">
        <div class="mt-2 lg:mt-4">
          <div class="flex items-center">
    <div class="mr-2">
        <a data-controller="event" data-event-name-value="link_click" data-event-id-value="146" data-event-statisticable-value="profile" data-event-custom-data-value="{&quot;position&quot;:20620,&quot;section&quot;:&quot;latest_feed&quot;}" data-event-ga-category-value="Homepage Latest Feed" data-event-ga-action-value="link_click" href="/contributors/bell-potter">
            <picture style="">
    <source type="image/webp" srcset="https://www.livewiremarkets.com/rails/active_storage/representations/proxy/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBBWTA9IiwiZXhwIjpudWxsLCJwdXIiOiJibG9iX2lkIn19--dbd1fc89dddc341676bbe53c3aa2fb0cc152de96/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaDdCem9MWm05eWJXRjBPZ2wzWldKd09oTnlaWE5wZW1WZmRHOWZabWxzYkZzSGFRSElhUUhJIiwiZXhwIjpudWxsLCJwdXIiOiJ2YXJpYXRpb24ifX0=--1fd30fd39e489c8cda41fffd3d21b2be931eb227/5ea0f7b35d5927ed940f646e0e78e9611397711997.png" />
  <img
    class="h-10 w-10 rounded-full bg-white overflow-hidden"
    src="https://www.livewiremarkets.com/rails/active_storage/representations/proxy/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBBWTA9IiwiZXhwIjpudWxsLCJwdXIiOiJibG9iX2lkIn19--dbd1fc89dddc341676bbe53c3aa2fb0cc152de96/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaDdCem9MWm05eWJXRjBTU0lKYW5CbFp3WTZCa1ZVT2hOeVpYTnBlbVZmZEc5ZlptbHNiRnNIYVFISWFRSEkiLCJleHAiOm51bGwsInB1ciI6InZhcmlhdGlvbiJ9fQ==--a788536266c8d052a67a95e113f2ebbff3ad0a97/5ea0f7b35d5927ed940f646e0e78e9611397711997.png"
    srcset="https://www.livewiremarkets.com/rails/active_storage/representations/proxy/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBBWTA9IiwiZXhwIjpudWxsLCJwdXIiOiJibG9iX2lkIn19--dbd1fc89dddc341676bbe53c3aa2fb0cc152de96/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaDdCem9MWm05eWJXRjBTU0lKYW5CbFp3WTZCa1ZVT2hOeVpYTnBlbVZmZEc5ZlptbHNiRnNIYVFISWFRSEkiLCJleHAiOm51bGwsInB1ciI6InZhcmlhdGlvbiJ9fQ==--a788536266c8d052a67a95e113f2ebbff3ad0a97/5ea0f7b35d5927ed940f646e0e78e9611397711997.png, https://www.livewiremarkets.com/rails/active_storage/representations/proxy/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBBWTA9IiwiZXhwIjpudWxsLCJwdXIiOiJibG9iX2lkIn19--dbd1fc89dddc341676bbe53c3aa2fb0cc152de96/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaDdCem9MWm05eWJXRjBTU0lKYW5CbFp3WTZCa1ZVT2hOeVpYTnBlbVZmZEc5ZlptbHNiRnNIYVFISWFRSEkiLCJleHAiOm51bGwsInB1ciI6InZhcmlhdGlvbiJ9fQ==--a788536266c8d052a67a95e113f2ebbff3ad0a97/5ea0f7b35d5927ed940f646e0e78e9611397711997.png 2x"
    alt="Bell Potter"
    style=""
    loading="lazy">
</picture>
</a>    </div>
  <div id="profile-link" class="text-heavy-sm md:text-heavy-md text-darkestgray">
    <div>
        <span class="profile-name-hover-container" data-controller="event tooltip" data-event-name-value="contributor_hover_view" data-event-id-value="146" data-event-statisticable-value="profile" data-event-custom-data-value="{}" data-event-event-value="mouseover" data-tooltip-url-value="/hotwired/hovercards/146/contributor">
          <a class="hover:underline mr-1" data-controller="event" data-event-name-value="link_click" data-event-view-name-value="summarized_longform_wire_view" data-event-id-value="146" data-event-statisticable-value="profile" data-event-custom-data-value="{&quot;position&quot;:20620,&quot;section&quot;:&quot;latest_feed&quot;}" data-event-ga-category-value="Homepage Latest Feed" data-event-ga-action-value="link_click" href="/contributors/bell-potter">Bell Potter</a>
</span>    </div>
      <div>
        Stockbroker 
      </div>
  </div>
</div>

        </div>
        <div class="hidden lg:block lg:mt-4 mx-4 w-1 h-4 border-l border-gray-300"></div>
        <div class="mt-4 flex items-center text-heavy-sm md:text-heavy-md text-darkestgray">
          <div class="flex items-center mr-4">
            <div id="wire-listing-like-40018" data-load-engagement-count-target="like" data-wire-id="40018" data-position="20620">
                <button
  class="lw-button tertiary_gray xs icon-only "
  
  data-turbo-stream-url-value="/hotwired/likes/40018/wire/20620/like"
  data-controller="
    event 
     
    
    
    turbo-stream 
  "
  data-controller="event turbo-stream " data-event-name-value="like_clicked" data-event-view-name-value="" data-event-id-value="40018" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;position&quot;:20620,&quot;section&quot;:&quot;latest_feed&quot;}" data-event-ga-category-value="latest_feed" data-event-ga-action-value="like_clicked" data-event-ga-label-value="" data-turbo-stream-method-value="post"
  
  
  aria-label=home_like
  
  
  
>
  <svg class="home_like">
  <use xlink:href="#home_like"></use>
</svg>

  
  
  
</button>


</div>            <div class="flex items-center ml-1">
              <div id="comment-link-40018" data-load-engagement-count-target="comment" data-wire-id="40018" data-position="20620">
    <a
  class="lw-button tertiary_gray xs icon-only "
  href="/wires/bell-potter-quarterly-lic-review#comment_body"
  
  data-controller="
    event 
     
    
    
     
  "
  data-controller="event" data-event-name-value="wire_comment_click" data-event-view-name-value="" data-event-id-value="40018" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;position&quot;:20620,&quot;section&quot;:&quot;latest_feed&quot;}" data-event-ga-category-value="latest_feed" data-event-ga-action-value="wire_comment_click" data-event-ga-label-value=""
  
  
  aria-label=comment
  
  
  
>
  <svg class="home_comment">
  <use xlink:href="#home_comment"></use>
</svg>

  
  
  
</a>

</div>
            </div>
            <div id="wire-listing-stats-40018" data-load-engagement-count-style-value="listing" data-load-engagement-count-target="stats" data-wire-id="40018" data-position="20620" data-style="listing" data-device-type="desktop"></div>
          </div>
        </div>
      </div>
    </div>
    <div class="flex flex-row-reverse">
        <time datetime="2018-11-29T13:27:18+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">November 29, 2018 13:27</time>
    </div>
</div>


      </div>
    </div>
</div>

  </div>
</template></turbo-stream>
  <turbo-stream action="update" target="pagination"><template>
    <a rel="next" href="/hotwired/feeds/latest?cache_prefix=latest_wire&amp;cursor=2018-11-29+13%3A27%3A18+%2B1100&amp;last_position=20620"></a>
</template></turbo-stream>
