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          <time datetime="2020-03-04T11:48:41+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 04, 2020 11:48</time>
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              Equity investors - don&#39;t lose sight of what you actually own
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  If you own an equity, you are a part owner of a business. The value of what you own is a function of its income into perpetuity. If you don’t lose sight of this you...
</div>

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        Aoris Investment Management
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          <time datetime="2020-03-04T11:43:00+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 04, 2020 11:43</time>
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              Why revenue growth should accelerate for Australian Finance Group
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  While achieving revenue growth is proving to be challenging for the banks at present with the impact of ultra-low interest rates and the effects of the Hayne Royal...
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        REQON Funds Management 
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  Like a private jet flying celebrity lecturing the world about climate change, the RBA’s decision to cut rates yesterday seems more about appearances than cold economic...
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        Narrow Road Capital
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          <time datetime="2020-03-03T17:29:10+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 03, 2020 17:29</time>
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              RBA cuts rates, banks drag market off early highs
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  With the US market up ~5% overnight it’s safe to say a better effort from the Australian market was expected today, however a 25bp cut from the RBA and subsequent...
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        Market Partners 
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          <time datetime="2020-03-03T16:58:48+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 03, 2020 16:58</time>
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              Will COVID-19 end the bull market?
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  The coronavirus (COVID-19) represents the first test of the global market in 2020 and the event that will probably bring this mature bull market to an end. In the last...
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        Wilson Asset Management
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          <time datetime="2020-03-03T10:56:26+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 03, 2020 10:56</time>
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              Identifying growth opportunities &amp; picking winners
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  Investing in growth opportunities that present themselves as emerging winners, Jeff backs the individuals behind what he identifies as a successful business. He is...
</div>

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   A recent survey of 3,000 institutional investors showed a record 98% of them are now negative on retail. But when virtually the whole market is on one side of the...
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          <time datetime="2020-03-03T09:41:09+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 03, 2020 09:41</time>
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              Short and Sharp: I’d prefer a vaccine over a rate cut
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  Global equity indices have erased all their year-to-date gains, entering correction territory of 10% losses in the space of just four days. U.S. Treasury yields have...
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        <time datetime="2020-03-03T09:41:09+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">March 03, 2020 09:41</time>
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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="2020-03-03T09:04:59+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 03, 2020 09:04</time>
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  Back in October, we made the case that NEXTDC’s (ASX:NXT) material share price underperformance would be temporary and that there were catalysts ahead that would bring...
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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>For this asset class, Australia is the lucky <span class="whitespace-nowrap">country<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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  Private credit, which has recently emerged as a high income option for the fixed income component of portfolios, offers an unusual advantage to Australian investors....
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          <time datetime="2020-03-03T07:15:33+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 03, 2020 07:15</time>
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              The ability to vertically slice a portfolio is an important factor in assessing redemption risk
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  With the level of interest rates likely to remain low for some time, one of the ways investors are ‘reaching for yield’ involves assuming more liquidity risk. In...
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          <time datetime="2020-03-02T19:05:23+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 02, 2020 19:05</time>
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              A FANG on the future
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Innovation may have become a buzzword of our time, but there is no question that those companies doing it properly are coming out ahead. Particularly those mapping...
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          <time datetime="2020-03-02T18:37:42+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 02, 2020 18:37</time>
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              Japan adds liquidity, market stages turnaround from lows
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  Volatility continued first up this morning with the weekend’s news flow hitting our market on open. We were pricing in a decline of 60pts based on Fridays trade in the...
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          <time datetime="2020-03-02T17:11:09+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 02, 2020 17:11</time>
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              This is a huge buying opportunity
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  This is a huge (short term &amp; long term) buying opportunity we are seeing right now. For short term traders we will get a big short term bounce.. but be careful. Last...
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        Bell Potter
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          <time datetime="2020-03-02T12:10:06+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 02, 2020 12:10</time>
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              Coronavirus rattles markets: What&#39;s next for global growth?
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  Global stocks fell sharply on Monday following confirmation that the coronavirus has spread to Italy, South Korea and Iran, raising fresh questions about the potential...
</div>

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        Capital Group
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