<turbo-stream action="append" target="latest-wire-list"><template>
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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="2019-12-06T11:40:01+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">December 06, 2019 11:40</time>
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              Site visit - Ingenia Communities
            </h2>
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  A few weeks back, a couple of the Eiger team ventured up the M1 to the central coast to visit three of Ingenia Communities’ (INA) retirement community parks. Our aim...
</div>

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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Ingenia Communities Group</div>
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            Followed by<span class="font-bold text-gray-700"> 34 </span>people
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    <div class="h-0 w-full flex justify-center">
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      <div>
        Eiger Capital
      </div>
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    <div class="flex flex-row-reverse">
        <time datetime="2019-12-06T11:40:01+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 06, 2019 11:40</time>
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    <div class="w-full sm:flex-grow order-2 wire">
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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_42957 w-36"></div>
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          <time datetime="2019-12-06T11:22:12+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">December 06, 2019 11:22</time>
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full ">
              RBA&#39;s Lowe unleashes the dogs of war on Josh Frydenberg
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Today I write that the RBA&#39;s Phil Lowe has effectively declared war on the government&#39;s fiscal policy stance in an attempt to sheet home blame for the RBA&#39;s inability...
</div>

          </div>
</a>      </div>
      <div class="lg:flex lg:items-center clear-both">
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</span>    </div>
      <div>
        Coolabah Capital
      </div>
  </div>
</div>

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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>Two consumer stocks making it big <span class="whitespace-nowrap">overseas<svg xmlns="http://www.w3.org/2000/svg" width="24" height="24" viewBox="0 0 24 24" fill="none" id="embed_podcast" 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 Australian team at Fidelity International often draw on influence of legendary Fidelity fund manager, Peter Lynch. But one area that the approach hasn&#39;t always...
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  2020. From an investment perspective, it’ll be a bit like 2019 with a little less oomph as far as equity and bond markets go. That&#39;s the key message from the recently...
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          <time datetime="2019-12-06T08:35:46+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">December 06, 2019 08:35</time>
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          <time datetime="2019-12-06T06:30:15+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">December 06, 2019 06:30</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>Holding cyclical stocks through the best bit of the <span class="whitespace-nowrap">cycle<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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  Last year, BHP and Rio both paid a gross yield of more than 13%, a figure that jumps to more than 20% once you include buybacks. Peter Gardner from Plato Investment...
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          <time datetime="2019-12-05T16:56:17+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">December 05, 2019 16:56</time>
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  Cooler heads prevailed across the market today with the index opening higher and despite being choppy, it stayed higher throughout the session buoyed by positive...
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  We like small companies with strong growth potential and IMDEX Limited (ASX:IMD) has grown substantially with a market cap over $610 million and sales in 102 countries...
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        Montgomery
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          <time datetime="2019-12-05T14:45:32+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">December 05, 2019 14:45</time>
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              New Zealand Primary Sector
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  In a previous life I once tried to explain to a horrified client of an Australian fund why the fund didn&#39;t own many mining companies when the market there was booming....
</div>

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        Castle Point Funds
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  MFS strategist Robert Almeida summarised it best in his latest reflections: &quot;Investing is simple, but hard&quot;. Those who had been expecting logical, straightforward...
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              Adriatic - Outstanding scoping study economics for Vares project
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  As one of our key long positions, Adriatic Metals (ADT) has been discussed already in our November 2018 and January 2019 monthlies. In November, Adriatic released an...
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              Australian GDP Hotspot map
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  Every quarter I like to look at the changes in Australian GDP and which categories are responsible for the growth / decline. Each bubble represents a category of GDP...
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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>2 blue chips to ride a value <span class="whitespace-nowrap">renaissance<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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  Value stocks have shown signs of life in the last three months, but it will take time for the market to be convinced that this is a turning point. When we met with...
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          <div class="sm:flex-grow">
            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              Where to collect an easy 4.5% yield
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  At Livewire Live recently, Magellan’s Hamish Douglass revealed a chat with two former US central bankers that changed his view on where rates were going. The company&#39;s...
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              Don’t bank on the banks for dividends
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  In 2018, the top 10 dividend paying stocks accounted for 63% of all dividends paid in Australia, according to the Janus Henderson Global Dividend Index. Of these, the...
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              Preparing for the great wildebeest migration
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  Over the last decade in Australian equities, factor returns for growth and momentum-based strategies have been astonishingly successful - versus value and earnings...
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        Paradice Investment Management
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