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          <time datetime="2019-05-28T15:08:57+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">May 28, 2019 15:08</time>
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              Australia still the one - but no time for complacency
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  We recently moved to reduce the amount of risk in our model portfolios. This followed the escalation in US-China trade tensions after President Trump increased the...
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        Escala Partners
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          <time datetime="2019-05-28T13:45:10+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">May 28, 2019 13:45</time>
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              A growth company with an improving industry outlook
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   Think Childcare (“Think”) has developed or acquired and manages 74 childcare centres, up from 44 at the time of the IPO (2014) with 11 more currently in the pipeline....
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        NovaPort Capital
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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>Can the ASX small-cap rally <span class="whitespace-nowrap">continue?<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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  Small caps roared back to life in 2019 following the liquidity injection provided by the &quot;Fed pivot,&quot; with tech stocks leading the way and helping the ASX small...
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        <time datetime="2019-05-28T11:03:12+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">May 28, 2019 11:03</time>
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          <time datetime="2019-05-28T10:55:47+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">May 28, 2019 10:55</time>
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              Spotlight on WAM Global
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    						WAM Global (ASX:WGB) is a listed investment company that invests in a portfolio of global stocks. The focus is predominantly on small to mid-cap stocks...
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">BLUE SKY ALTERNATIVE INVESTMENTS LIMITED</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:BLA</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-348">
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    <div
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  <div class="flex items-center gap-2">
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    <a data-controller="event" data-event-name-value="link_click" data-event-id-value="1381" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-nbi">
      <div class="p-4 flex group">
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">NB Global Corporate Income Trust</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:NBI</div>
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</a>    <div class="px-4 mt-0.5">
      <div class="flex items-center py-4 border-t border-light">
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      +4
</a></div>

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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">8IP EMERGING COMPANIES LIMITED</div>
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</a>    <div class="px-4 mt-0.5">
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          <div 
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">BLUE SKY ALTERNATIVE INVESTMENTS LIMITED</div>
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</a>  <div class="hidden" data-tooltip-target="content">
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">NB Global Corporate Income Trust</div>
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  data-followable-type="stock_code"
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</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="2235" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-rf1">
      <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 ">Regal Investment Fund</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:RF1</div>
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      </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-2235">
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          <div 
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  data-load-engagement-count-target="follow"
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</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="2105" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-vg1">
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Vgi Partners Global Investments Ltd</div>
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      </div>
</a>    <div class="px-4 mt-0.5">
      <div class="flex items-center py-4 border-t border-light">
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  data-load-engagement-count-target="follow"
  data-followable-type="stock_code"
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      +2
</a></div>

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        Independent Investment Research
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        <time datetime="2019-05-28T10:55:47+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">May 28, 2019 10:55</time>
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          <time datetime="2019-05-28T09:39:11+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">May 28, 2019 09:39</time>
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full ">
              Top 5 Charts Of The Week
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  Here&#39;s some of the standout charts on my radar. I aim to pick a good mix of charts covering key global macro trends, and ones which highlight risks and opportunities...
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          <time datetime="2019-05-28T07:47:22+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">May 28, 2019 07:47</time>
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  The latest episode of Coolabah Capital’s Complexity Premia markets/investing podcast is now live over at Apple here or at Podbean here.In the latest episode we...
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        Coolabah Capital
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          <time datetime="2019-05-28T06:31:10+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">May 28, 2019 06:31</time>
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   Headline performance of miners since 2016 has been sterling. The ASX100 Resources and Small Resources have both posted strong gains, with capital returns of 2x from...
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          <time datetime="2019-05-27T17:11:21+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">May 27, 2019 17:11</time>
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  A very subdued day was seen on the ASX200 ahead of holidays in the UK &amp; US which will see the financial markets of both countries closed tonight. The index moved...
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          <time datetime="2019-05-27T15:43:33+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">May 27, 2019 15:43</time>
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          <time datetime="2019-05-27T13:29:37+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">May 27, 2019 13:29</time>
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              3 companies with significant tailwinds
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   After nearly a year of volatile markets, we reached out to three of our portfolio managers to get their thoughts on the most exciting investments for the year ahead....
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              Freemont Petroleum Ltd  (FPL)
Field of Dreams?
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    I last wrote about FPL prior to the results of the JW Powell well (here), the stock was $0.011 and ran to a high of $0.019 (+72%). With the next well, Vespucci,...
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  Seeking to list a commercial real estate (CRE) debt fund in Australia was never going to be easy. As well as the normal vicissitudes that any transaction faces, one of...
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              All the small things
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full ">
              <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 about private equity <span class="whitespace-nowrap">investing<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">
  The ultimate aim of investing in private equity markets is to generate a return higher than what you would receive by investing in public markets. But while the...
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  On a recent visit to Sydney we spoke with Vivek Bommi, Senior Portfolio Manager at Neuberger Berman, about the types of companies that he is most comfortable holding...
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              Trade concerns force some profit taking
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  The local market sold off on the open today and struggled to stage any kind of meaningful recovery as the session rolled on. Trade tensions simmering was seen as the...
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        Market Partners 
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          <time datetime="2019-05-24T16:26:53+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">May 24, 2019 16:26</time>
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              An alternative take on fixed income
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  Over the past 30 years, traditional fixed income investors have benefited from the tailwind of falling rates and a long-term bull market for bonds. However, with...
</div>

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        Revolution Asset Management
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