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          <time datetime="2019-01-23T15:25:33+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">January 23, 2019 15:25</time>
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              The predictive power of analysing company reporting dates
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  With the February 2019 reporting season upon us, we were interested to see that one of the largest holdings in the AMP Capital Australian Emerging Companies Fund plan...
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      <div>
        Maple-Brown Abbott
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        <time datetime="2019-01-23T15:25:33+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">January 23, 2019 15:25</time>
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          <time datetime="2019-01-23T14:00:12+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">January 23, 2019 14:00</time>
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              Emerging Markets: Looking attractive for the patient capital… 
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Our conclusion upfront. Simply put, for the patient capital, emerging markets are looking attractive at current levels given the de-rating seen in 2018. High quality...
</div>

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      <div>
        Banyantree Investment Group
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          <time datetime="2019-01-23T11:00:14+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">January 23, 2019 11:00</time>
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full ">
              Are we headed for a rate cut in Australia?
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  We witnessed an almost perfect “about face” last year from most of the market on interest rates with the start of 2018 all about rising interest rates / bond yields on...
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          <time datetime="2019-01-23T10:06:01+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">January 23, 2019 10:06</time>
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              The Hidden Power of Inflection Points
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  My investing was never the same again after I discovered this. The hidden power of fundamental inflection points radically improved my investing results.  Some...
</div>

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  Attending the Consumer Electronics Show (CES) held annually in the US is always an amazing experience. 180,000 people from 150 countries with 4,500 exhibitors spread...
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        Fiftyone Capital
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  Investors have likely heard asset allocation specialists advise increasing portfolio exposure to &#39;alternatives&#39; given the current market conditions. Invesco&#39;s...
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              Hostages to Fortune: anti-predictions for the 1H 2019
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  Each half, as part of our outlook for the coming six months, we provide a series of “anti-forecasts” for what will NOT happen over this period. In one sense, this is a...
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              ASX drifts lower as Asian markets weigh
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  A weaker session today across the board with Asian markets trading in the red for much of the day, Hong Kong down around ~1.3% the hardest hit in the region while US...
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  The hail storm that hit Sydney late last year made a lot of headlines, but has not changed our fundamental view that insurance is an attractive sector in the current...
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  Investors have had stimuli like QE and low interest rates to help drive growth in recent years. While the US leads a small retreat of liquidity, the fundamental parts...
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          <time datetime="2019-01-22T09:46:11+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">January 22, 2019 09:46</time>
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        Livewire Markets
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        Aoris Investment Management
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  In early 2017 we identified debt and the unsustainably high property prices as the key risks to the Australian economy. In particular we were concerned about the...
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Paradigm Biopharmaceuticals Ltd</div>
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</span>    </div>
      <div>
        Collins St Asset Management
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        <time datetime="2019-01-22T07:00:14+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">January 22, 2019 07:00</time>
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            <a class="pre-header-sm lg:pre-header-md uppercase text-primary hover:underline" href="/categories/macro">Macro</a>

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          <time datetime="2019-01-22T06:05:07+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">January 22, 2019 06:05</time>
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        <a class="group block sm:flex hover:no-underline visited:text-darkestgray text-body" data-controller="event" data-event-name-value="link_click" data-event-view-name-value="summarized_longform_wire_view" data-event-id-value="40320" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;position&quot;:20519,&quot;section&quot;:&quot;latest_feed&quot;}" data-event-ga-category-value="Homepage Latest Feed" data-event-ga-action-value="link_click" href="/wires/can-a-recession-be-predicted-my-data-might-surprise-you">
          <div class="sm:flex-grow">
            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full ">
              Can a recession be predicted? My data might surprise you.
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Let’s start by defining what a recession actually is. Google’s dictionary defines it as ‘a period of temporary economic decline during which trading and industrial...
</div>

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</a>      </div>
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      <div>
        Vega Capital
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        <time datetime="2019-01-22T06:05:07+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">January 22, 2019 06:05</time>
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          <time datetime="2019-01-21T18:24:35+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">January 21, 2019 18:24</time>
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              10 more of the most tipped stocks for 2019
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  Last week we shared the ‘the ten most tipped stocks for 2019’ each of which received more than 1% of the ~2500 stock tips from readers in our recent survey. Today&#39;s...
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">AMP Ltd</div>
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      +7
</a></div>

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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Aurelia Metals Ltd</div>
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Baby Bunting Group Ltd</div>
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Challenger Ltd</div>
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Evolution Mining Ltd</div>
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</a>    <div class="px-4 mt-0.5">
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  </div>
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      +5
</a></div>

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        <time datetime="2019-01-21T18:24:35+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">January 21, 2019 18:24</time>
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</div>


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