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          <time datetime="2019-04-10T17:16:45+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 10, 2019 17:16</time>
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              When the RBA talks the AUD listens
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  The market brushed the weakness seen overnight to trade around even for much of the session. Just like yesterday it ebbed and flowed around 6220 handle on the ASX 200...
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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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        Market Partners 
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        <time datetime="2019-04-10T17:16:45+10:00" data-controller="datetime" class="hidden sm:block sm:flex-none order-1 w-36 uppercase pre-header-sm lg:pre-header-md text-darkgray">April 10, 2019 17:16</time>
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            <a class="pre-header-sm lg:pre-header-md uppercase text-primary hover:underline" href="/categories/fixed-income">Fixed Income</a>

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          <time datetime="2019-04-10T14:12:29+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 10, 2019 14:12</time>
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              Beware advice recommending conflicted yield alternatives
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  A column in The Australian over the weekend argued that mums and dads should think about selling their fully franked bank Tier 1 hybrids to buy unfranked Tier 2...
</div>

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        Coolabah Capital
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          <time datetime="2019-04-10T10:17:05+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 10, 2019 10:17</time>
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              The best tech company you&#39;ve never heard of
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  Ansys is the dominant player in the simulation software industry, helping the world’s most innovative companies such as Ferrari, Dyson and Tesla design and test new...
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        Fairlight Asset Management
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          <time datetime="2019-04-10T09:23:16+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 10, 2019 09:23</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>Australian corporates feeling the <span class="whitespace-nowrap">pinch<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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  Market liquidity and company profits are the twin engines of a bull market. So with liquidity draining, will profit growth be enough to sustain the market? We asked...
</div>

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          <time datetime="2019-04-10T08:43:12+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 10, 2019 08:43</time>
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              TomTom and the future of driver-less cars
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  After disposing of its truck fleet management business, TomTom is now an attractively valued pure play mapping data business, posing an interesting takeover target for...
</div>

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        Pengana Capital Group
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          <time datetime="2019-04-10T06:30:10+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 10, 2019 06:30</time>
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              Are equities safe when there are growth worries?
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  The most talked about harbinger of a recession is the inverted yield curve. Google trends show recent internet searches on “inverted yield curve recession” have...
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Commonwealth Bank of Australia</div>
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          <time datetime="2019-04-09T16:53:29+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 09, 2019 16:53</time>
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              Packer gets the feature – cha ching!
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  The market ebbed and flowed around 6220 handle on the ASX 200 today – the positive influence from the material stocks offset by some selling amongst the banks – CBA...
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          <time datetime="2019-04-09T11:55:28+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 09, 2019 11:55</time>
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              The upheaval in China&#39;s shadow banking sector
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  There has been a material slowdown in China’s growth rate in recent years which in part is due to regulatory upheaval in the shadow banking sector.  Here we offer an...
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        Montaka Global Investments
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          <time datetime="2019-04-09T10:49:56+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 09, 2019 10:49</time>
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  A journey through the lower level of any department store around the world will show an investor the extraordinary disruption that has been laid bare by the likes of...
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  This time last year, we discussed Zip Co and Afterpay, comparing them to “buying Xero in the early days.” With Zip Co (ASX:Z1P) up 138% and Afterpay (ASX:APT) up 330%,...
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        MX Capital
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          <time datetime="2019-04-09T05:57:37+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 09, 2019 05:57</time>
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              Two small caps with long runways of growth
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  At Lakehouse Capital we&#39;re always on the lookout for industry leaders that are gaining share of growing markets. We backed two more recently and discussed the...
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Audinate Group Ltd</div>
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Nanosonics Ltd</div>
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        Lakehouse Capital
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          <time datetime="2019-04-08T17:29:48+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 08, 2019 17:29</time>
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  US Futures + Asian markets were all lower on the session today, however Australian stocks rallied – the ASX 200 up by 40pts – closing on its highs -  thanks largely to...
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        Market Partners 
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          <time datetime="2019-04-08T14:48:51+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 08, 2019 14:48</time>
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              Skill vs style - active management in Australian small caps
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  In our first note on Active Manager Skill in Australian Small Companies (February 2019) we highlighted that in order to determine if a manager can deliver long-term...
</div>

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        Flinders Investment Partners
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            <a class="pre-header-sm lg:pre-header-md uppercase text-primary hover:underline" href="/categories/fixed-income">Fixed Income</a>

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          <time datetime="2019-04-08T13:02:31+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 08, 2019 13:02</time>
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              Duration is now an expensive insurance policy
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  Last fortnight bond yields globally dropped to the low end of recent ranges and reached new record low levels in Australia, driven by a growing consensus view of...
</div>

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        Ardea Investment Management
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  The Credit Suisse Asian Investment Conference is an annual event bringing together the best business and investment minds globally. At the Conference just concluded we...
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              Budget 2019: 100 billion dollars on infrastructure
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     The Federal Budget announced an eye catching national $100 billion infrastructure investment program over the next 10 years. All infrastructure spending is good...
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      <div>
        A Bennelong boutique
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          <time datetime="2019-04-08T08:58:21+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 08, 2019 08:58</time>
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              On the couch with the Budget
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  The minority of Australian TV viewers that chose the Budget Address rather than tuning in to Married at First Sight were still entertained by coverage that combined...
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          <time datetime="2019-04-05T17:17:29+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 05, 2019 17:17</time>
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              ASX comes back down to earth
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  The downside momentum continued today, the local market selling off quickly from the open despite the futures pointing to a muted start. The index closed over 100...
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