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  Sponsored
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          <time datetime="2019-12-05T03:16:38+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">December 05, 2019 03:16</time>
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              The right time for a debt fund?
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  On the anniversary of listing our first retail fund, I reflected on some of the lessons learned and the opportunities ahead for the Qualitas Real Estate Income Fund...
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        Qualitas
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        <time datetime="2019-12-05T03:16:38+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">December 05, 2019 03:16</time>
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          <time datetime="2019-12-04T17:27:18+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">December 04, 2019 17:27</time>
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              ASX200 now down 4.4% from recent highs (APT, NCK, RIO, OML)
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  The market hit hard again today taking the total decline from the 29th November high of 6893 on the ASX 200 to -303pts / -4.4% to today’s low of 6590, a meaningful...
</div>

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        <time datetime="2019-12-04T17:27:18+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">December 04, 2019 17:27</time>
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            <a class="pre-header-sm lg:pre-header-md uppercase text-primary hover:underline" href="/categories/macro">Macro</a>

          <div class="__Wires_TolTagComponent_42922 w-36"></div>
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          <time datetime="2019-12-04T15:17:39+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">December 04, 2019 15:17</time>
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full ">
              Australia is not adjusting to the digital economy
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Australia has long had a love affair with bricks and mortar type investments. This strategy has reaped large rewards for many. Glimpses of the path ahead were evident...
</div>

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        Koda Capital
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          <time datetime="2019-12-04T14:19:56+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">December 04, 2019 14:19</time>
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  The last major structural shift in transportation took place just over 100 years ago.  In the space of 13 years, the world went from all horse and carriage to all...
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        Eiger Capital
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          <time datetime="2019-12-04T14:05:57+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">December 04, 2019 14:05</time>
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              One small cap winning the arms race
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  EOS uses lasers to track satellites in space and to target enemy vehicles on the battlefield. It might sound like science fiction but it has $250m of sales and $36m of...
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   			 				 					 						Themes around secular growth are widely covered by the media, but they often focus on the consumer-facing companies that dominate a particular...
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        Capital Group
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              Is PointsBet Holdings worth a bet?
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  Finding growth businesses with a long runway of opportunity, that can also grow independent of the economic cycle, can feel a bit like looking for a needle in a...
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          <time datetime="2019-12-04T09:27:20+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">December 04, 2019 09:27</time>
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              The New Criterion: the opportunities in - and pitfalls of - the data storage sector
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              A less defensive positioning in 2020
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   			 				 					The potential de-escalation in a number of 2019’s geo-political hotspots sees us ‘leaning into risk’ from a less defensive portfolio position for 2020....
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          <time datetime="2019-12-03T18:47:59+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">December 03, 2019 18:47</time>
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  There is no doubt that Australia’s small companies market has the ability to generate significant wealth. This is because stockbrokers don’t earn enough revenue from...
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  What a difference a year makes. Brexit may not have progressed far, but in the 12 months since my 2018 trip to London, it’s clear that environmental, social and...
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  Brian Hartzer knew it was over the second he picked up his phone. Last Monday, as CEO of Westpac, Hartzer had called his senior executives into a room for the...
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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 contrarians ‘zig’ when you <span class="whitespace-nowrap">‘zag’<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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  It’s ingrained in human DNA to back the winners. Winners present the safer bet and offer investors safety and security. Contrarian investors do the opposite. When they...
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              Australian-listed growth stocks in an Asia region fund?
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  Asian equities portfolio manager Kevin Bertoli says two companies – iCar Asia and Frontier Digital Ventures – fit the bill as high growth Asian stocks for Asian...
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              Growth beats income
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  I know a lot of you hold big holdings in banks for income, so have we, but it has, in hindsight, been one of the biggest Australian investment mistakes of the last...
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        Marcus Today
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</div>

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        <time datetime="2019-12-03T12:35:02+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">December 03, 2019 12:35</time>
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          <time datetime="2019-12-03T12:15:12+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">December 03, 2019 12:15</time>
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              Watch out for buses!
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  It’s important to get a few truths out of the way early on. There isn’t ‘one thing you can’t ignore in 2020’, or if there is, I don’t know it. Even if I did, I’d be...
</div>

          </div>
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              Boosting income when real rates are negative
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  No matter which measure you use, interest rates after adjusting for inflation are now negative.  That means people living on these forms of income are going backwards...
</div>

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        Plato Investment Management
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