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          <time datetime="2019-10-28T16:35:45+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 28, 2019 16:35</time>
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              Is there another way to play defence?
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  Many portfolios traditionally use government bonds and cash to be defensive.  With bond rates and cash rates now at historic lows, there is no longer much yield or...
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        WealthLander
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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="2019-10-28T14:41:42+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 28, 2019 14:41</time>
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              Back to life
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Music is wonderful in that it’s often recycled and reused to create new songs that can give old songs a new lease of life. It’s also a painful reminder of getting...
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        J.P. Morgan Asset Management
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          <time datetime="2019-10-28T13:55:58+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 28, 2019 13:55</time>
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              Update: The One Australian Economic Question that Matters
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  I’ve written a few times recently about the imbalances in the Australian economy and how messed up the Australian housing cycle is. It looks as if the Australian...
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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>SciDev and The Water <span class="whitespace-nowrap">Stocks<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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  Occasionally in small caps, a thematic arises where everything appears to line up perfectly. Regulatory, political and social factors converge to create a ‘perfect...
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        HD Capital Partners
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          <time datetime="2019-10-28T11:52:11+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 28, 2019 11:52</time>
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              The likely fallout from the WeWork debacle
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  Companies like Regus and Servcorp have been around for decades offering users a serviced office product not too removed from the “flexible” or “co-working” offers we...
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              Why Australians have an advantage  investing in Asia
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  The Asian middle class is set to explode in the coming decade, and Australia is set to benefit in more ways than one. Australian investors, in particular, have a...
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          <time datetime="2019-10-28T10:00:47+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 28, 2019 10:00</time>
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              BetaShares: Weekly Bassanese Market Bites
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        Global MarketsGlobal stocks rose for the third week in a row, reflecting another (so far) better than feared US earnings season, tentative signs of stabilisation...
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          <time datetime="2019-10-28T08:00:25+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 28, 2019 08:00</time>
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   			 				 					 						The next six weeks will likely see market volatility around the execution of the trade war ceasefire, the prospect of a Brexit deal being derived...
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          <time datetime="2019-10-28T07:00:22+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 28, 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>What to do when the quality <span class="whitespace-nowrap">fades<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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  When managers refer to a company as being of high quality, this generally refers to the company’s metrics demonstrating strong financial statements, sustainable...
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        <time datetime="2019-10-28T07:00:22+11:00" data-controller="datetime" class="hidden sm:block sm:flex-none order-1 w-36 uppercase pre-header-sm lg:pre-header-md text-darkgray">October 28, 2019 07:00</time>
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          <time datetime="2019-10-25T17:41:42+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 25, 2019 17:41</time>
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              Value is Dead Podcast
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  In our latest podcast Mario Emmanuel joins us to riff on our article &#39;Value is Dead, Long Live Value&#39;.  You can access the podcast here. Also available on iTunes here.   
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        <time datetime="2019-10-25T17:41:42+11:00" data-controller="datetime" class="hidden sm:block sm:flex-none order-1 w-36 uppercase pre-header-sm lg:pre-header-md text-darkgray">October 25, 2019 17:41</time>
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          <time datetime="2019-10-25T16:48:33+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 25, 2019 16:48</time>
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  After opening higher this morning , the market chopped around in a tight +/-15pt range throughout the day, although it did end near the highs of the sessions. A fairly...
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  Equities form a core part of most long-term investment strategies; they offer strong long-term returns, but at the cost of higher volatility than many other assets....
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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>RBA jitters still weighing on the <span class="whitespace-nowrap">Aussie<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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  Former British Prime Minister Theresa May’s various Brexit plans and parliamentary votes were naturally of great interest to UK markets. But for the most part, the...
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  After ten years of monetary experimentation, following a 30-year bull market in US bonds and equities, there is genuine excess in financial markets.  In contrast, many...
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          <time datetime="2019-10-25T09:02:41+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 25, 2019 09:02</time>
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              Juniors back in hunt for iron ore action, spurred on by latest Vale hiccup
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  Fenix Resources’ imminent feasibility study on its WA iron ore project is expected to forecast strong financial returns underpinned by high grades and a small capex...
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  The bank sector has had a tough time over the last few years, with falling lending volumes, lending restrictions imposed, competitive margin pressures, heightened...
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          <time datetime="2019-10-25T08:00:23+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 25, 2019 08:00</time>
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Rishi Patel was born and raised in Bombay, which is also home of the oldest stock exchange in Asia. The college that he attended is located across a field from the...
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          <time datetime="2019-10-25T07:00:24+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 25, 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>How to achieve reliable returns in this <span class="whitespace-nowrap">market<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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  How can investors achieve attractive and reliable portfolio returns in this world of elevated asset prices, falling yields, lingering inflationary threats, and...
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