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          <time datetime="2019-04-17T07:00:15+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 17, 2019 07:00</time>
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              Should investors ‘recycle’ iron-ore stocks out of their portfolios?
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  The effect of Vale’s tragic dam collapse in early 2019 has seen iron ore prices rally. As a result of forced mine closures, the global seaborne supply of iron ore is...
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          <time datetime="2019-04-16T17:25:28+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 16, 2019 17:25</time>
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              RBA remains accommodative
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  The ASX brushed a weak overnight futures read early in the session as the banks caught a bid for the third day in a row. The buying caught a second wind mid-morning...
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        Market Partners 
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        <time datetime="2019-04-16T17:25:28+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 16, 2019 17:25</time>
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          <time datetime="2019-04-16T14:00:38+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 16, 2019 14:00</time>
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full ">
              5G Networks - Re-rating Underway
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  I wrote about 5G Networks (5GN) back in December. Since then the company has entered the Data Centre market, raised $8m and a number of new funds have joined the...
</div>

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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">OVER THE WIRE HOLDINGS LIMITED</div>
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Spirit Technology Solutions Ltd</div>
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      +2
</a></div>

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  <div>
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    <div data-controller="tooltip">
  <a aria-label="UWL" data-controller="event" data-event-name-value="link_click" data-event-id-value="41006" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-uwl">
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    <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="2080" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-uwl">
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">UNITI GROUP LIMITED</div>
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</a>    <div class="px-4 mt-0.5">
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  <div>
    <a data-controller="event" data-event-name-value="link_click" data-event-id-value="2130" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-voc">
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">VOCUS GROUP LIMITED</div>
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</span>    </div>
      <div>
        HD Capital Partners
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  </div>
</div>

        </div>
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    <div class="flex flex-row-reverse">
        <time datetime="2019-04-16T14:00:38+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 16, 2019 14:00</time>
    </div>
</div>


      </div>
    </div>


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    <div class="w-full sm:flex-grow order-2 wire">
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            <a class="pre-header-sm lg:pre-header-md uppercase text-primary hover:underline" href="/categories/macro">Macro</a>

          <div class="__Wires_TolTagComponent_41005 w-36"></div>
        </div>

          <time datetime="2019-04-16T13:27:19+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 16, 2019 13:27</time>
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          <div class="sm:flex-grow">
            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full ">
              What if monetary policy fails?
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  I came across a person in the street wearing a t-shirt that had printed on it “What if Google was wrong?” It was unnerving. Google is the answer to every question from...
</div>

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</a>      </div>
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  <div id="profile-link" class="text-heavy-sm md:text-heavy-md text-darkestgray">
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      <div>
        Escala Partners
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  </div>
</div>

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  Investors are concerned about the deterioration of corporate debt quality, marked by lower credit ratings and a large share of covenant-lite issuance in the loan...
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  Investors should be aware that another tech boom appears to be underway. Exuberant valuations, zero profits and knowledgeable private equity owners lining up to sell...
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        Montgomery Investment Management
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              Why we sometimes like the worst performing funds
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  If I told you that your best chance of finding an investment fund that is going to outperform in the future would be to screen for the worst performing funds in the...
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        Affluence Funds Management
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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>Why we don&#39;t own <span class="whitespace-nowrap">retail<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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  Retail has seen more tech casualties than most sectors, however some investors are now seeing value emerging in ‘oversold’ names. However, Eileen Riley, Co-Portfolio...
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              You can go your own way
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  The year is 1991. I’m trading Australian interest rates on the proprietary desk for Bankers Trust. The desk is headed by Richard Farleigh. And the quarterly CPI number...
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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>A postcard from <span class="whitespace-nowrap">Paradice<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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  One of Australia’s most iconic funds management firms will celebrate its 20th anniversary this year. From humble beginnings with just $30 million of assets under...
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          <time datetime="2019-04-15T08:00:16+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 15, 2019 08:00</time>
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              What is the capital stack and why does it matter for your investments?
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  When considering investments, returns are one factor but another is risk. What is the prospect of losing money if things don’t go to plan? This is one reason why...
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        Qualitas
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          <time datetime="2019-04-15T07:47:54+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 15, 2019 07:47</time>
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              The emerging market myth
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  Conventional wisdom has it that superior GDP growth in EMs will produce superior EPS growth. Yet, over the last decade real EPS in India has fallen by almost 60% while...
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        Aoris Investment Management
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          <time datetime="2019-04-12T17:34:43+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 12, 2019 17:34</time>
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              Spotlight on CIMIC Group
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        CIMIC Group (ASX: CIM) is a global engineering-led construction, mining and services business with a history dating back to 1899. This week, CIMIC released their...
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        Wilson Asset Management
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          <time datetime="2019-04-12T17:18:15+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 12, 2019 17:18</time>
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              A bank led rally to finish the week
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  The banks got the green light today, and when money flows into the big 4 the index tends to follow. Market ran with speculation CBA would be cutting a fifth of its...
</div>

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        Market Partners 
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