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              Have the seeds of the cycle&#39;s end been sown?
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   			 				 					 						From Washington to Beijing, London to Hong Kong, and seemingly everywhere in between...Has the disruption of the geo-political status quo already...
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          <time datetime="2019-10-30T12:32:38+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 30, 2019 12:32</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>Politics over plain economic <span class="whitespace-nowrap">sense?<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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  “Monetary policy cannot be the only game in town. It should be coupled with fiscal support,” said the IMF last week.  The government is facing added pressure from the...
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          <time datetime="2019-10-30T10:55:16+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 30, 2019 10:55</time>
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  Many of us would consider that Australian housing is expensive compared to other countries but did you know that our growth companies are also some of the most...
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        State Street Investment Management
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          <time datetime="2019-10-30T10:00:28+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 30, 2019 10:00</time>
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  To help you get the best investment outcomes, ActiveX gives you access to boutique fund managers who get actively involved in their investment strategy and align their...
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              Australia: Lacking vision not capital
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  A few weeks ago, Sir Frank Lowy, one of Australia’s most successful business men, presented a simple solution for managing the Commonwealth budget and financing a...
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  Adaptation is necessary when an environment becomes less favourable. So, as the global outlook assumes a gloomier cast, we believe investors should look beyond the...
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  The problems faced by the Australian heavyweight backers of a proposed multi-billion potash mine in Yorkshire show that the ‘feed the world’ theme alone is not enough...
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          <time datetime="2019-10-30T07:25:25+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 30, 2019 07:25</time>
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              An invitation for wholesale investors
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  At Ophir we’re all in. Aligned with our business model, as Founders and Senior Portfolio Managers, we have all our liquid personal wealth invested in the Ophir funds...
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          <time datetime="2019-10-29T17:44:22+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 29, 2019 17:44</time>
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              The run of agricultural downgrades continue with Bega today
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  Another session of low conviction and light volumes with early optimism again sold into. The market is certainly struggling to hold any meaningful assault on the 6800...
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  “We have delivered on our commitments and we are laying the foundations for future growth into the next decade”.These were former CEO David Thodey’s comments at...
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          <time datetime="2019-10-29T15:11:26+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 29, 2019 15:11</time>
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              Brexit&#39;s impact on the ASX
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    Since the United Kingdom voted in June 2016 to leave the European Union, concerns over Brexit have buffeted the share prices of Australian companies. As the result...
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          <time datetime="2019-10-29T14:32:19+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 29, 2019 14:32</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>IPOs: &#39;Forecasting the <span class="whitespace-nowrap">dream&#39;<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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  In 2017, WeWork&#39;s CEO said, somewhat emblematically: “Our valuation and size today are much more based on our energy and spirituality than on a multiple of revenue&quot;....
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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>The lungs of the earth are burning ... how are you <span class="whitespace-nowrap">responsible?<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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  Andrew McAuley, Chief Investment Officer at Credit Suisse, says that investors should not underestimate the role that principles around sustainability will play in...
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        Market Partners 
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              The surprising case for natural resources
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  The global natural resources sector is generally considered to be highly cyclical, resulting in a strong temptation among investors to time their entry and exit with...
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        Janus Henderson
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              What I learnt at the 2019 Listed Investment Company Showcase
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  Earlier this month I travelled along the East Coast with 10 fund managers as part of the ASA Listed Investment Company Showcase. The quality of presentations was high...
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  This month marks the 25th anniversary of CSL (CSL) as a listed company on the ASX. In fitting fashion, shares in Australia&#39;s highest quality global success story...
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          <time datetime="2019-10-29T08:37:29+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 29, 2019 08:37</time>
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              Phil King - A great time to invest
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  With the Regal small-cap fund up over 70% CYTD (as at 30 Sept 2019), Phil and I talk the good, the bad &amp; the ugly of financial markets.     Phil remains optimistic...
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          <time datetime="2019-10-29T08:02:21+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 29, 2019 08:02</time>
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              Housing – back to the races?
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  It’s all over the news, it sounds like the housing market is staging some sort of recovery. According to select popular media, buyers have been applauding the latest...
</div>

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        Mason Stevens
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