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          <time datetime="2019-03-07T06:44:47+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 07, 2019 06:44</time>
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              Dominant themes in 5 key asset classes
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  Given the sudden volatility in global markets at the end of 2018, we felt it was important to meet with fund managers we currently invest in and seek out potential new...
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        Drummond Capital Partners
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          <time datetime="2019-03-06T17:35:21+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 06, 2019 17:35</time>
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              Slow growth boosts local market
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  Aussie stocks rallied hard again today copping a big sugar hit from weaker than expected GDP numbers + the RBA Governor Lowe essentially ruled out any possibility of a...
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          <time datetime="2019-03-06T16:21:14+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 06, 2019 16:21</time>
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  RBA Governor, Phillip Lowe, opened his speech at the AFR Business Summit this morning by saying “Australians watch housing markets intensely, perhaps more so than...
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        Livewire Markets
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          <time datetime="2019-03-06T15:48:05+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 06, 2019 15:48</time>
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              Energy asset upgrade should drive value creation for investors
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  Leigh Creek is an energy company that is in the process of upgrading its very large syngas 2C Resource of 2,964PJ in South Australia, which represents 7.8% of...
</div>

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      <div>
        Monash Investors
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          <time datetime="2019-03-06T14:46:06+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 06, 2019 14:46</time>
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              Managing a slowdown in China
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  Chinese Premier, Li Keqiang has delivered the opening remarks to the Peoples National Conference in Beijing focusing on Chinese growth, burgeoning debt and changes to...
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        K2 Asset Management
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  A masterly retreat can itself be a victory, or so penned American author Norman Peale. And key global central banks have spent the past two months in retreat,...
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        Flinders Investment Partners
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              Unrecognised growth in small caps
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  Small caps offer early-stage, capital growth opportunities in global companies that are typically not followed by the major investment houses. They offer the...
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          <time datetime="2019-03-06T09:34:10+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 06, 2019 09:34</time>
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  We spend a lot of time thinking about the relationship between growth and value at Bailador. Here are some high-level numbers from two well-known companies that have...
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        Bailador Technology Investments
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          <time datetime="2019-03-06T08:54:18+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 06, 2019 08:54</time>
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              FNArena Reporting Season Monitor: February 2019: Final update
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  Welcome to the FNArena Reporting Season Monitor for the February result season 2019. The Monitor reports ratings and consensus price target changes, along with brief...
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          <time datetime="2019-03-06T07:30:10+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 06, 2019 07:30</time>
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              Pizza wars: plenty of dough to be made
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  Whether you prefer a thick crust or thin, or you’re a purist when it comes to toppings – does pineapple have a place? – pizza holds universal appeal. Dough, cheese and...
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        Profeta Investments
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        Morgans Financial
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          <time datetime="2019-03-06T06:30:09+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 06, 2019 06:30</time>
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              A game changer for Australian investors
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  The Pengana Private Equity Trust (ASX: PE1*) initial public offering is now open for investment. This is the first time that Australian retail investors will have the...
</div>

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          <time datetime="2019-03-06T05:41:21+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 06, 2019 05:41</time>
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              Wilson: Buying a dollar for eighty cents
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  More than 50% of LICs on the ASX are currently trading at a discount, including more than 30% trading at a discount of 10% or more. Geoff Wilson AO, Chairman and Chief...
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  January this year brought the sad news that Jack Bogle had died. Mr Bogle, the founder of the Vanguard Group, was the great pioneer of passive investing. Since he...
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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>Every company has a price. Here are two that look cheap right <span class="whitespace-nowrap">now<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">
  What the market taught me in 2018 was that uncertainty and volatility are here to stay, it really is the new normal, so we just need to get on with it. I&#39;d like to...
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              The morning after the night before
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  Fourth quarter 2018 saw the market essentially pricing in a recession via a strong risk-off sell down; economically sensitive (cyclical and financial) stocks were hit...
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Insignia Financial Ltd</div>
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        Tyndall AM
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        <time datetime="2019-03-05T14:49:34+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">March 05, 2019 14:49</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="2019-03-05T09:09:25+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 05, 2019 09:09</time>
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full ">
              Australian sharemarket wins gold
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  Each year Credit Suisse produces the Global Investment Returns Yearbook in collaboration with the London Business School. It is an analysis of the long-run performance...
</div>

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        Credit Suisse
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