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            <a class="pre-header-sm lg:pre-header-md uppercase text-primary hover:underline" href="/categories/macro">Macro</a>

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          <time datetime="2020-02-05T09:36:37+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">February 05, 2020 09:36</time>
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              Updated: LIC/LIT lobbyists get desperate and resort to personal attacks...
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  I guess it is not surprising, because I have been repeatedly threatened by vested interests in the LIC/LIT debate with personal attacks unless I withdraw from it...And...
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        Coolabah Capital
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            <a class="pre-header-sm lg:pre-header-md uppercase text-primary hover:underline" href="/categories/investment-theme">Investment Theme</a>

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          <time datetime="2020-02-05T07:30:18+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">February 05, 2020 07:30</time>
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              The ETF Trends for 2020
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  The ETF landscape continues to rapidly expand beyond the replication of major stock market indices such as the S&amp;P/ASX 200 and S&amp;P 500. Today’s investor can choose...
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        Global X ETFs
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          <time datetime="2020-02-05T06:15:12+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">February 05, 2020 06:15</time>
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              Time to call BS as LIC/LIT debate ignores key complexities and conflicts
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  The debate on stamping fees for LICs/LITs has become increasingly heated with aggressive lobbying by some and various industry participants simply latching on to...
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          <time datetime="2020-02-04T17:53:16+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">February 04, 2020 17:53</time>
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              Rates on hold, but pain doesn’t ease for retirees
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   While the RBA has today kept Australia’s cash rate on hold, investors, particularly Australia’s 3.8 million retirees continue to be faced with what has now become a...
</div>

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        Plato Investment Management
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          <time datetime="2020-02-04T14:46:27+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">February 04, 2020 14:46</time>
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              Screening for sustainable small caps
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  As the climate debate continues to elevate and financial risks begin to mount, we expect ESG factors to become increasingly important in the investment decision-making...
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        Canaccord Genuity
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        <time datetime="2020-02-04T14:46:27+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">February 04, 2020 14:46</time>
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          <time datetime="2020-02-04T10:30:18+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">February 04, 2020 10:30</time>
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              Three small caps ready to rumble
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Small and mid-cap stocks are often under-researched segments of the market but represent an area in which we often find some very under-appreciated, quality stocks...
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          <time datetime="2020-02-04T10:18:01+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">February 04, 2020 10:18</time>
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              3 mis-priced yield plays
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  In September last year we penned a piece titled the ‘Impact of negative rates on global capital flows’ in which we laid out the case for increasing demand for higher...
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              Why the fundies never sell these stocks
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  Over the last 30 years, the average holding period for stocks on the ASX has fallen from around 6 years to less than 1 year. Despite the obvious benefits to longer...
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          <time datetime="2020-02-04T09:24:05+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">February 04, 2020 09:24</time>
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              The New Criterion: small cap stocks that tap the disaster zeitgeist
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  As is the norm, the speculative end of the market moves to its own rhythms and influences. In this vein, here are three ‘special situation’ stocks that plug into 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>Income strategy: miners vs banks and 2 expert yield <span class="whitespace-nowrap">picks<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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  The major miners BHP, Rio Tinto and Fortescue endured a horrible run during the mid-2010s amid the commodities meltdown. After battening down the hatches and disposing...
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          <time datetime="2020-02-03T21:11:42+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">February 03, 2020 21:11</time>
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              Coronavirus is not SARS, and it is not 2003
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  There is a certain seductiveness to a bearish investment argument. The chance to appear like a rational actor in a crazy world. The opportunity to be able to say “I...
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        Nucleus Wealth
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          <time datetime="2020-02-03T18:41:17+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">February 03, 2020 18:41</time>
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  The LMI Monthly Update, from Independent Investment Research, takes a look at recent activity in the LMI sector and provides a view of key themes and issues within the...
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          <time datetime="2020-02-03T17:30:40+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">February 03, 2020 17:30</time>
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  Following on the from weakness we saw overseas on Friday where the Dow Jones fell more than -600pts/-2%, Australian stocks were under the pump today, particularly the...
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        Market Partners 
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          <time datetime="2020-02-03T14:35:16+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">February 03, 2020 14:35</time>
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              Coronavirus: worse than you think, but not so bad for stocks
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  The 2020 Coronavirus has become a cultural meme, like Kony 2012, or bitcoin in 2018. I’d guess most people on the planet have talked about it in the last 24 hours. ...
</div>

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        Frazis Capital
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          <time datetime="2020-02-03T10:56:50+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">February 03, 2020 10:56</time>
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              Why one Chinese giant has protection on the downside and re-rating potential.
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  The Chinese mobile telecommunications market is the largest in the world in terms of subscribers and is leading the transition to a 5G world. China Mobile (HKG: 0941)...
</div>

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          <time datetime="2020-01-31T17:23:10+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">January 31, 2020 17:23</time>
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              ASX adds ~5% in January
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  The market once again saw the best of it early before ebbing and flowing for much of the day, eventually giving back most of the early gains to close up, but only...
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            <a class="pre-header-sm lg:pre-header-md uppercase text-primary hover:underline" href="/categories/asset-allocation">Asset Allocation</a>

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          <time datetime="2020-01-31T16:18:42+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">January 31, 2020 16:18</time>
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              Five Grey Swans That Could Swing Markets
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  Awareness of potentially high-impact but improbable developments should help investors prepare for unexpected changes in market conditions. In our base case, the...
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        State Street Investment Management
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