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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="2020-03-12T11:22:25+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 12, 2020 11:22</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>A collapse that was waiting to <span class="whitespace-nowrap">happen<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">
  Investors are facing a new reality. The longest bull market in history seems to be over. A double shock, triggered by a global pandemic and an oil price war, are...
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        <time datetime="2020-03-12T11:22:25+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 12, 2020 11:22</time>
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          <time datetime="2020-03-12T10:39:42+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 12, 2020 10:39</time>
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              High-yield in name only?
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  During February, global high-yield bonds and US investment-grade debt were trading at record low yields as the bond market’s prolonged bull run continued into...
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        Janus Henderson
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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>Recession risks are very <span class="whitespace-nowrap">real<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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   Central banks have taken some significant steps against the impact of coronavirus recently, with the RBA having cut 25 points already and the Fed cutting 50 points...
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              How COVID-19 has changed our outlook
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  At the beginning of this year when we wrote our outlook for 2020, we were more positive than most on the idea that the housing cycle was moving into full swing, which...
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        Yarra Capital Management
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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 about who you chase for <span class="whitespace-nowrap">yield<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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  One of the biggest concerns for Ronald Temple of Lazard Asset Management is that in the desperation to boost yield, investors may be taking risks that they do not...
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   			 				 					 			 				 					Figures for the coronavirus outbreak in China totalled 80,754 as of 9 March 2020. According to the National Health Commission there were...
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        Nucleus Wealth
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        <time datetime="2020-03-11T17:48:29+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 11, 2020 17:48</time>
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          <time datetime="2020-03-11T17:47:50+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 11, 2020 17:47</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>COVID-Crash special with Sam Sicilia and Martin <span class="whitespace-nowrap">Thompson<svg xmlns="http://www.w3.org/2000/svg" width="24" height="24" viewBox="0 0 24 24" fill="none" id="embed_podcast" class="inline-block align-middle group-hover:underline w-6 h-4 lg:h-6 ml-2">
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  The ASX200 has collapsed by more than 20% in just three weeks since  COVID-19 went global. When markets fall so far and fast, it induces a  state of panic for many...
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  To live in interesting times!Peter Stevens joins us to talk about the market sell-off, how we&#39;re positioned, and interesting opportunities that we&#39;ve found.Also,...
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        Frazis Capital
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          <div class="sm:flex-grow">
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              Anatomy of the fall (an update)
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  You are supposed to use a log scale on a share price chart if looking at charts over a long period of time. The basic explanation is that a log chart shows two...
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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>Never let a good crisis go to <span class="whitespace-nowrap">waste<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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   There is an old saying that you should “never let a good crisis go to waste”, the idea being that every crisis also brings the opportunity for a creative response. ...
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              Income investing when yields collapse
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   Falling yields were already one of the biggest challenges facing retirees seeking investment income, but the dramatic impacts of COVID-19, which have seen bond yields...
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              What Happens when China sneezes…?
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  Global equity markets have seen some of the most precipitous declines ever over the past three weeks. The US is, for all intents and purposes, in bear market...
</div>

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          <time datetime="2020-03-11T06:30:17+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 11, 2020 06:30</time>
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              The increasing economic threat from coronavirus - what to
watch for and what should investors do
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  Coronavirus continues to rattle investment markets as the number of new cases outside China continues to rise, posing increasing uncertainty over the impact on...
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          <time datetime="2020-03-10T17:52:16+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 10, 2020 17:52</time>
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          <time datetime="2020-03-10T16:45:21+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 10, 2020 16:45</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>Now is the time to get the balance <span class="whitespace-nowrap">right<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">
  In February of this year, the ASX200 plunged by -7.7%. As a clear demonstration of the protection global high-grade sovereign bonds aim to provide, the CC JCB Global...
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          <time datetime="2020-03-10T16:37:26+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 10, 2020 16:37</time>
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  Chris joins David in this special episode to discuss the Coronavirus, housing markets, private debt and LIC stamping fees.Chris is of the view that the increased...
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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>Appen CEO discusses China foray, <span class="whitespace-nowrap">coronavirus<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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  Artificial intelligence, speech, and text recognition company Appen (ASX:APX) works with some of the world&#39;s leading technology companies. For example, it helped Apple...
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    <div>
        <span data-controller="event" data-event-name-value="link_click" data-event-view-name-value="summarized_longform_wire_view" data-event-id-value="65136" data-event-statisticable-value="profile" data-event-custom-data-value="{&quot;position&quot;:17800,&quot;section&quot;:&quot;latest_feed&quot;}" data-event-ga-category-value="Homepage Latest Feed" data-event-ga-action-value="link_click" class="mr-1">Jessica Amir</span>
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      <div>
        Saxo Bank
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</div>

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        <div class="hidden lg:block lg:mt-4 mx-4 w-1 h-4 border-l border-gray-300"></div>
        <div class="mt-4 flex items-center text-heavy-sm md:text-heavy-md text-darkestgray">
          <div class="flex items-center mr-4">
            <div id="wire-listing-like-43687" data-load-engagement-count-target="like" data-wire-id="43687" data-position="17800">
                <button
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  data-turbo-stream-url-value="/hotwired/likes/43687/wire/17800/like"
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    turbo-stream 
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  aria-label=home_like
  
  
  
>
  <svg class="home_like">
  <use xlink:href="#home_like"></use>
</svg>

  
  
  
</button>


</div>            <div class="flex items-center ml-1">
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    <a
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>
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</svg>

  
  
  
</a>

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        <time datetime="2020-03-10T12:50:21+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 10, 2020 12:50</time>
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</div>


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

  </div>
</template></turbo-stream>
  <turbo-stream action="update" target="pagination"><template>
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</template></turbo-stream>
