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          <time datetime="2019-06-19T08:37:48+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 19, 2019 08:37</time>
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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>Looking outside the box for defensive <span class="whitespace-nowrap">equities<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 big four banks, Telstra, and AREITs have traditionally formed the backbone of a defensive equities portfolio, but Aaron Binsted, Portfolio Manager at Lazard Asset...
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              Europe: Okay for now, Italian exit should not be dismissed
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  Europe is growing at trend again, after last year’s disappointing weakness. This was, though, largely due to a series of one-off factors which are estimated to have...
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        Koda Capital
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          <time datetime="2019-06-18T12:56:06+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 18, 2019 12:56</time>
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              Fed rates - Where are we now?
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  There was a brief period when “Faded (Where are we now)” topped the charts recently and we thought it would be an apt title for this week’s blog. Late last year, our...
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      <div>
        Ellerston Capital
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          <time datetime="2019-06-18T12:14:52+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 18, 2019 12:14</time>
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              Monetary policy and navigating by the stars
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  The Reserve Bank has been doing some stargazing lately. Not the kind that sit high in the sky but rather the kind that help it determine how tight or how loose...
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        Escala Partners
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              How to improve a portfolio&#39;s yield
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  Australian residential mortgage-backed securities (RMBS) provide a source of highly rated assets with consistent income generation. Two questions immediately come to...
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        Fiftyone Capital
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          <time datetime="2019-06-18T10:25:32+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 18, 2019 10:25</time>
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              One issue investors simply cannot ignore
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  After being told how well the trade negotiations between China and the US had been progressing, financial markets were shocked when Trump ordered additional tariffs...
</div>

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        Jamieson Coote Bonds
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            <a class="pre-header-sm lg:pre-header-md uppercase text-primary hover:underline" href="/categories/equities">Equities</a>

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          <time datetime="2019-06-18T08:47:24+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 18, 2019 08:47</time>
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              A mid-cap stock that&#39;s the pick of the crop
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  Select Harvest (ASX:SHV) is an Australian-based grower, processor and marketer of almonds and almond-based value-added products. The business owns and leases over...
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        Perpetual Asset Management (Australia)
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          <time datetime="2019-06-18T08:30:20+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 18, 2019 08:30</time>
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full ">
              How Microsoft and Apple are dominating the new economy
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  The 1980s saw the emergence of Apple and Microsoft as major global technology players. It was PC versus Mac; Steve Jobs versus Bill Gates. Fast forward to today and...
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          <time datetime="2019-06-17T11:57:04+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 17, 2019 11:57</time>
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              Why self-regulation will help Facebook and Google shareholders
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   &quot;&#39;&#39;Don’t be evil.&#39; Googlers generally apply those words to how we serve our users. But &#39;Don’t be evil&#39; is much more than that.  Yes, it’s about providing our users...
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          <time datetime="2019-06-17T11:24:46+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 17, 2019 11:24</time>
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  Notwithstanding we are 10 years beyond the global financial crisis which was largely precipitated by reckless mortgage lending in the United States, I’m often...
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  Legendary investor Peter Lynch coined the term ‘Diworsification’ - making your risk-return profile worse through diversification - and famously ran a concentrated...
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  Each day brings more news of another huge technology IPO, often by businesses that have never made a profit – and perhaps never will. But there are new signs that this...
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          <time datetime="2019-06-17T09:50:57+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 17, 2019 09:50</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>Why this US health insurance stock is being <span class="whitespace-nowrap">mispriced<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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  There is a US healthcare stock that has consistently delivered in terms of growth, but has been largely unappreciated by the market. Despite producing large amounts of...
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          <time datetime="2019-06-17T08:25:19+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 17, 2019 08:25</time>
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          <time datetime="2019-06-17T06:45:10+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 17, 2019 06:45</time>
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              Telstra making all the right moves
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  Few Australian large-cap stocks have caused as many differences of opinion over company prospects as Telstra. They have been Australia’s largest and most profitable...
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      <div>
        Fundamental Investment Management
      </div>
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</div>

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        <time datetime="2019-06-17T06:45:10+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">June 17, 2019 06:45</time>
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