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  Investors today face a challenging reality. High debt levels and an ageing demographic are hampering economic growth rates across much of the world, forcing central...
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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>Buy Hold Sell: 5 bright stocks in a dark <span class="whitespace-nowrap">market<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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  A combination of lacklustre earnings announcements combined with coronavirus jitters has knocked almost 7% from the S&amp;P/ASX 200 Index in a week. But amid the darkness,...
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              RIO: Strong balance sheet and solid free cashflow
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  RIO reported underlying NPAT of US$10.4bn, up 18% year on year. This was largely in line with our estimates as well as consensus. The balance sheet finished the year...
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        Paradice Investment Management
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  The last three major market drawdowns resulted from human behaviours. China’s currency  devaluation in August 2015, the volatility blow up in Feb 2018 and the...
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              Afterpay&#39;s strong growth continues
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  Afterpay is still in the early stages of its global rollout and is spending to accelerate growth. Investors are prepared to look through the near-term losses as long...
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        Monash Investors
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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>Are ESG stocks at “monstrous” <span class="whitespace-nowrap">valuations?<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">
  “Monstrous valuations”, “Bubbles” and “rampant demand for the hot investment theme”: Monday’s reports in the AFR on valuations and ESG are overstated and reasonably...
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              Trading Coronavirus
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  Enclosed are some thoughts on decision-making inputs that might influence portfolio construction as we move through the novel coronavirus (COVID-19) epidemic towards a...
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        Coolabah Capital
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          <time datetime="2020-02-26T15:27:29+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">February 26, 2020 15:27</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>Fund in Focus: QV Equities Limited (ASX: <span class="whitespace-nowrap">QVE)<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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  As much as 62% of the total market cap of the ASX300 comes from the top 20 companies alone. Stocks outside the top 20, which have market caps of $15 billion or less,...
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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>Aussie Housing: The unburstable <span class="whitespace-nowrap">bubble?<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 Australia’s economic growth stumbling at its slowest pace since the GFC; our two largest export partners, China and Japan, decelerating and contracting...
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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>Longview: The green light to load <span class="whitespace-nowrap">up<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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  Chris Watling, Chief Investment Officer at Longview Economics, believes that markets are entering the second year of a ‘mini-cycle upswing’ which typically lasts...
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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 secret to getting rich <span class="whitespace-nowrap">(slowly)<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 concept of compounding may be boring but Bruno Paulson, Portfolio Manager at Morgan Stanley Investment Management, believes more investors should be focused on the...
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  A combination of higher yields, lower volatility, and reduced correlations to traditional assets have seen a boom in unlisted investments in recent years. For example,...
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</span>    </div>
      <div>
        Livewire Markets
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</div>

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        <time datetime="2020-02-26T06:30:14+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 26, 2020 06:30</time>
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          <div class="__Wires_TolTagComponent_43547 w-36"></div>
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          <time datetime="2020-02-25T18:10:46+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">February 25, 2020 18:10</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 ">
              Shopify, Coronavirus, and EML
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Claude joined us to talk about coronavirus, Shopify (which we hold), EML (which we don&#39;t) and a microcap CWL (which I had never heard of).Available on iTunes or...
</div>

          </div>
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  </div>
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</div>

        </div>
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</a>  <div class="hidden" data-tooltip-target="content">
    <div class="w-80 rounded-md overflow-hidden shadow-horver-card border border-light">
  <div>
    <a data-controller="event" data-event-name-value="link_click" data-event-id-value="472" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-cwl">
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">CONSOLIDATED FINANCIAL HOLDINGS LIMITED</div>
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        </div>
      </div>
</a>    <div class="px-4 mt-0.5">
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    <div data-controller="tooltip">
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    <div
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>
  <div class="flex items-center gap-2">
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</div>

</a>  <div class="hidden" data-tooltip-target="content">
    <div class="w-80 rounded-md overflow-hidden shadow-horver-card border border-light">
  <div>
    <a data-controller="event" data-event-name-value="link_click" data-event-id-value="685" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-eml">
      <div class="p-4 flex group">
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">EML Payments Ltd</div>
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          <div class="flex items-center">
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  <img
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</span>    </div>
      <div>
        Frazis Capital
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</div>

        </div>
        <div class="hidden lg:block lg:mt-4 mx-4 w-1 h-4 border-l border-gray-300"></div>
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        <time datetime="2020-02-25T18:10:46+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 25, 2020 18:10</time>
    </div>
</div>


      </div>
    </div>


    <div class="flex">
      <div class="py-6 md:py-8 lg:py-10 w-full" >
        <div class="mx-0 sm:flex sm:items-start">
    <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/daily-report">Daily Report</a>

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          <time datetime="2020-02-25T17:31:02+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">February 25, 2020 17:31</time>
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        <div class="absolute -top-2 lg:top-0 -left-3">
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              Stocks down but not out (APX, TWE)
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  Another decent sell-off in stocks today, although the overnight lead was worse that we experienced by the close. The ASX opened firmly on the backfoot following a big...
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              Appen: Dominant position with structural tailwinds
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  Appen operates in an industry with robust long term structural tailwinds due to an insatiable need for training data for use in AI, digital advertising spend,...
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          <time datetime="2020-02-25T14:36:23+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">February 25, 2020 14:36</time>
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              A Tactical Process In Action
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  The last sentence in in our previous Market Insights was:If evidence builds that the virus has not been contained, we will adjust the  portfolios  accordingly.Since...
</div>

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        Drummond Capital Partners
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