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          <time datetime="2019-12-16T08:34:42+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">December 16, 2019 08:34</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>More to financials than just the big <span class="whitespace-nowrap">4<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">
  It’s unusual to see a more than 30% allocation to financials with virtually no big banks in the mix. We had a chance to ask David Poppenbeek from K2 to run through his...
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      +1
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">National Australia Bank Ltd</div>
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          <time datetime="2019-12-13T19:31:43+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">December 13, 2019 19:31</time>
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              We Need A Generation Like Paul Volcker
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  The passing of Paul Volcker this week has seen an outpouring of tributes to “the giant who slayed inflation”. Whilst he is most well known for leading the Federal...
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          <time datetime="2019-12-13T16:45:11+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">December 13, 2019 16:45</time>
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  There is a common misconception that a wholesale switch to electric vehicles will radically increase demand for electricity. As we outline in this infographic, it...
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          <time datetime="2019-12-13T16:43:18+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">December 13, 2019 16:43</time>
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          <time datetime="2019-12-13T16:10:54+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">December 13, 2019 16:10</time>
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</span>    </div>
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        AMP
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            <a class="pre-header-sm lg:pre-header-md uppercase text-primary hover:underline" href="/2020">2020</a>

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          <time datetime="2019-12-13T13:15:11+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">December 13, 2019 13:15</time>
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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%] ">
              The future of the (non) banking sector
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Investors, of all types, can no longer ignore that they need to refine their income investments. With the major banks under continued regulatory pressure, the...
</div>

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</span>    </div>
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        Metrics Credit Partners
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          <time datetime="2019-12-13T11:44:27+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">December 13, 2019 11:44</time>
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  In one of the biggest shake-ups of the financial advice industry in years, the government’s Financial Adviser Standards and Ethics Authority has blanket-banned...
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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>Padley: The 9-point checklist for a perfect <span class="whitespace-nowrap">portfolio<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">
   If you wrote a list of your New Year&#39;s investment resolutions, what would you include? Trade less? Avoid microcaps? Diversify more? Go global? Hold less cash?  There...
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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 red flags growth investors should <span class="whitespace-nowrap">watch<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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  While growth investors are used to paying for stocks trading at premium valuations, there comes a point when even the most rapidly growing business may not be a...
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              Chinese and Indian middle classes flying high
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  While not a 2020-only issue the emergence of the Chinese middle class is one of the world’s great success stories of pulling almost a billion people out of poverty...
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        Avenir Capital
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              Rio spends $80m on Winu copper find, fuelling speculation of a new year maiden resource
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  More evidence that Rio is on to something special puts spotlight back on Winu nearology juniors Antipa and Sipa. Plus, Euroz barracks hard for Legend’s WA...
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  Market forecasting is perilous at the best of times. We don’t know anyone in 2007 that predicted there would be $17tn of negative yielding bonds in 2019; or the large...
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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>Western financial engineering could lead to Japan-style <span class="whitespace-nowrap">bust<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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  Donald Amstad of Aberdeen Standard Investments proclaimed the developed world is on the brink of “financial, economic, social and political crisis” on Livewire in...
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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>Dodging the Debt Disaster with Prof. Steve Keen | Nucleus Investment <span class="whitespace-nowrap">Insights<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">
  Prof. Keen has declared &quot;we need a new economics&quot;, and is an expert at understanding global debt, which is exactly why we brought him onto the podcast today to discuss...
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              Don’t trip on a fat tail
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  In our baseline forecast for 2020, the low-growth period of vulnerability from 2019 gives way to a moderate recovery in global growth. However, our conviction in this...
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          <time datetime="2019-12-12T12:19:02+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">December 12, 2019 12:19</time>
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  Build-to-rent is coming … and will be here to stay. The market will be challenging next year, but for those who continue with projects, there will be increased demand...
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        Qualitas
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          <time datetime="2019-12-12T12:15:10+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">December 12, 2019 12:15</time>
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              Growing liquidity risk in fixed income portfolios
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   Liquidity, like the plumbing in your house, gets little attention until something goes wrong.  Across the fixed income asset class, core government bonds sit at the...
</div>

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        Ardea Investment Management
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