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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="2019-07-15T06:30:12+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">July 15, 2019 06:30</time>
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              Quantitative Easing will likely come to Australia
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  We remain positive for the outlook for Australia and expect its economic growth to exceed that of most other developed economies. This view is informed by observations...
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        Clime Asset Management
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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="2019-07-14T21:11:24+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">July 14, 2019 21:11</time>
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              Your crypto overlords are coming ...
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  I&#39;ve never bought bitcoin nor did I get caught up in the &#39;crypto&#39; mania of 2017. In our opinion, bitcoin and other digital currencies could never have been widely...
</div>

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        Fiftyone Capital
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          <time datetime="2019-07-13T07:00:27+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">July 13, 2019 07:00</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>Abnormal <span class="whitespace-nowrap">returns<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">
  In year 427BC, the Greek philosopher Plato founded ‘The Academy’, which is considered the world’s first university. It is somewhat fitting then that half of...
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        <time datetime="2019-07-13T07:00:27+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">July 13, 2019 07:00</time>
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          <time datetime="2019-07-13T04:28:24+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">July 13, 2019 04:28</time>
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  This week I outline our analysis of the coming tsunami of &quot;bail-in-able&quot; Tier 2 bonds care of APRA&#39;s finalised Total Loss Absorbing Capacity (TLAC) policy, which the...
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  Another day where the market ebbed and flowed in a reasonable range, typical of a low volume ‘school holiday’ sort of session. Not a lot happening across the desk...
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              The opportunity for infrastructure in Canada
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        Calgary Airport. Source: 4D InfrastructureCanada is a fertile investment ground for global listed infrastructure (GLI) companies, accounting for approximately...
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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>Powell plans some <span class="whitespace-nowrap">insurance<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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  The past week has been all about the US economy and the Fed’s reading of it. The June employment report produced a sharp upside surprise in non-farm payrolls growth:...
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              BlackRock Investment Institute reduces equity risk, goes overweight EM debt
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  The BlackRock Investment Institute (BII) said it now sees trade and geopolitical frictions as the principal driver of the global economy and markets, and as a result...
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          <time datetime="2019-07-12T07:51:53+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">July 12, 2019 07:51</time>
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              Finding opportunities among the Brexit wreckage
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  Auto Trader is the UK’s dominant online used car marketplace, connecting consumers with 13,000+ used car retailers as well as manufacturers and direct consumer to...
</div>

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            <a class="pre-header-sm lg:pre-header-md uppercase text-primary hover:underline" href="/categories/investment-theme">Investment Theme</a>

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          <time datetime="2019-07-12T07:30:13+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">July 12, 2019 07:30</time>
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              A high-conviction play on the emerging consumer
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  We believe that the emerging consumer is a key source of structural growth. Structural growth is important to our fund, because we believe structural growth is worth...
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          <time datetime="2019-07-12T06:30:12+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">July 12, 2019 06:30</time>
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  Over the past week most parents around Australia including myself have been receiving report cards from the children’s teachers; either confirming expectations as to...
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          <time datetime="2019-07-11T17:51:55+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">July 11, 2019 17:51</time>
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  Another day of light volume through given school holidays - the market swinging around in a reasonable 43-point trading range, closing up but selling into the close...
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  After starting with speculative mining stocks in Zimbabwe in the 1990&#39;s, today Bob Desmond works as Head of International Equities at Claremont Global in Sydney. In...
</div>

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          <time datetime="2019-07-11T10:30:20+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">July 11, 2019 10:30</time>
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   			 				 					If bond yields were the litmus test it would be easy to believe that inflation in most countries is at zero or below. Bonds should provide investors...
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  A volatile session for Aussie stocks today with strong buying in the morning session hitting a crescendo around 11.30am before sellers emerged / or more accurately,...
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          <time datetime="2019-07-10T15:36:40+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">July 10, 2019 15:36</time>
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  On July 2nd the RBA followed up on its 0.25% cut to the cash rate in the June meeting with a further 0.25% cut, taking the cash rate to 1.00%. At both cash rate...
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  In the past 18 months, there have been over 125 IPO&#39;s* land on the ASX boards; their average return to date is around +10%. Despite the modest overall return, more...
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        Cyan Investment Management
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          <time datetime="2019-07-10T09:14:10+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">July 10, 2019 09:14</time>
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              Allocating in an uncomfortable market
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  In the last year, headwinds became crosswinds but what we all want to know is when will we see tailwinds in Australia, both in markets and financial services more...
</div>

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