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          <time datetime="2020-01-11T07:12:42+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">January 11, 2020 07:12</time>
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              Dangerous decade erupts
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  In my final column of last year, I anticipated the “coming of a dangerous decade”, fraught with geopolitical tensions, among a number of other existential challenges....
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        Coolabah Capital
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          <time datetime="2020-01-10T17:15:12+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">January 10, 2020 17:15</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>Lies, damned lies and Stock Market Valuations | 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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  In this week&#39;s webinar, hear from Nucleus Wealth’s Head of Investment Damien Klassen &amp; Tim Fuller as we dive into the controversial world of company earnings forecasts...
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        Nucleus Wealth
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          <time datetime="2020-01-10T15:38:09+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">January 10, 2020 15:38</time>
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  Last week we published a podcast with a very special guest, Angie Ellis from 8020 investments, who is regarded as one of Australia’s most successful private investors....
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</a>    <div class="px-4 mt-0.5">
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  <div>
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      +3
</a></div>

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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">The a2 Milk Company Ltd</div>
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">AFTERPAY LIMITED</div>
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              How to profit from a falling Aussie dollar
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  As we enter 2020, many Australian investors may be looking to diversify their share portfolios by investing in global equities. If you’re one of them, you might have...
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  These are extraordinary times for the domestic cash market. Bank bill yields closed 2019 below 1.00%, their lowest ever levels, while the Official Cash Rate 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>The &quot;One-stock <span class="whitespace-nowrap">portfolio&quot;<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">
  Here’s a unique test for investors: If you had to sell down your portfolio and invest it all in just one stock, ask yourself which stock would it be? While we’re not...
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              7 macro themes for 2020 (and their implications)
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  As a turbulent year for the global economy, financial markets, and politics recedes in the rearview mirror, we look ahead into 2020, mapping out both the likely path...
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              What could wreck markets in 2020?
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  In 2007 former hedge fund manager Nassim Nicholas Taleb wrote The Black Swan: The Impact of the Highly Improbable, and the essence of that book has been inscribed into...
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        Livewire Markets
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          <time datetime="2020-01-08T16:10:02+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">January 08, 2020 16:10</time>
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              What the fundamentals tell us about property opportunities in 2020
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  An improving economic backdrop in developed countries is positive news for direct property markets. Moderately growing economies, combined with healthy fundamentals...
</div>

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        First Sentier Investors
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          <time datetime="2020-01-08T15:20:35+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">January 08, 2020 15:20</time>
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              2020 vision – growth up, returns still good
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  Christmas 2018 was not a great one for many investors with an almost 20% slump in US shares from their high in September to their low on Christmas Eve, capping off a...
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        AMP
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          <time datetime="2020-01-08T14:26:40+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">January 08, 2020 14:26</time>
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              7 ways to support victims of the bushfire crisis
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Australia’s bushfire crisis has affected almost everyone in the country in some way this summer. Situations like this really bring out a sense of community, which is...
</div>

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        Livewire Markets
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            <a class="pre-header-sm lg:pre-header-md uppercase text-primary hover:underline" href="/fund-in-focus">Fund in Focus</a>

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  The current period of economic expansion is one of the longest in history, with US GDP growing for a record 124 months while Australia is now in its 29th year without...
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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>In a slowing world, growth investors can turn to <span class="whitespace-nowrap">Asia<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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  With developing economies struggling and western central banks lacking firepower to charge up growth, Donald Amstad of Aberdeen Standard Investments says investors...
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  Tim Carleton from Auscap joins the podcast for a second time to discuss his new Global Equities Fund as well as the recent performance of the Long Short Australian...
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          <time datetime="2020-01-07T11:43:04+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">January 07, 2020 11:43</time>
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              Softcat leaps over Brexit
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  American IT reseller CDW Corp has been a core portfolio holding of the Fairlight Global Small and Mid Cap Fund since inception. On first glance, CDW appears to share...
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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>Think twice the next time a company spruiks “network <span class="whitespace-nowrap">effects”<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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  Technology companies are increasingly seducing investors by spruiking their ability to harness “network effects”, whereby the value of their products and services...
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  The U.S. is expected to spend a quarter of its entire GDP on healthcare over the next five years, while governments in the rest of the developed world will continue to...
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