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          <time datetime="2020-03-27T06:00:25+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 27, 2020 06:00</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>‘Completely nuts’: CSL’s disconnect with <span class="whitespace-nowrap">reality<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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  Since the start of 2020, the S&amp;P/ASX 200 has lost a quarter of its value; while the Financials and Energy sub-sectors have fared even worse with declines of 30% and...
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">National Australia Bank Ltd</div>
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  Legendary investor Howard Marks from Oaktree Capital recently released his latest client memo. This time centering on COVID 19 and its effects on markets.In it were...
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              Short-term earnings are irrelevant
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  The global events that have occurred at rapid pace over the past few weeks have led to unprecedented government policy action from major economies, including the US,...
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  <div>
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">EVT Ltd</div>
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</a>    <div class="px-4 mt-0.5">
      <div class="flex items-center py-4 border-t border-light">
        <div class="flex-grow text-darkestgray text-bold-sm" id="followed-count-stock_code-743">
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          <div 
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  data-load-engagement-count-target="follow"
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  </div>
</div>

    <div data-controller="tooltip">
  <a aria-label="NAC" data-controller="event" data-event-name-value="link_click" data-event-id-value="43922" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-nac">
    <div
  class="lw-badge rounded-2xl  md"
  
  
>
  <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="1365" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-nac">
      <div class="p-4 flex group">
        <div class="flex flex-col">
          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Naos Ex-50 Opportunities Company Ltd</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:NAC</div>
        </div>
      </div>
</a>    <div class="px-4 mt-0.5">
      <div class="flex items-center py-4 border-t border-light">
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      +11
</a></div>

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        <div class="pt-4 pb-4 lg:pb-2 hidden sm:block">
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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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</a>  <div class="hidden" data-tooltip-target="content">
    <div class="w-80 rounded-md overflow-hidden shadow-horver-card border border-light">
  <div>
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    <div
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  <div class="flex items-center gap-2">
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</a>  <div class="hidden" data-tooltip-target="content">
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  <div>
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Naos Ex-50 Opportunities Company Ltd</div>
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  </div>
</div>

    <div data-controller="tooltip">
  <a aria-label="NCC" data-controller="event" data-event-name-value="link_click" data-event-id-value="43922" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-ncc">
    <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="1364" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-ncc">
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Naos Emerging Opportunities Company Ltd</div>
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      </div>
</a>    <div class="px-4 mt-0.5">
      <div class="flex items-center py-4 border-t border-light">
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            Followed by<span class="font-bold text-gray-700"> 22 </span>people
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          <div 
  class="follow-stock-code-1364-stock-code-tooltip-hovercard"
  data-load-engagement-count-target="follow"
  data-followable-type="stock_code"
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      </div>
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  </div>
</div>

    <div class="h-0 w-full flex justify-center">
      <div class="border-6 border-tooltipDownArrowLight"></div>
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  </div>
</div>

    <div data-controller="tooltip">
  <a aria-label="NEA" data-controller="event" data-event-name-value="link_click" data-event-id-value="43922" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-nea">
    <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="1382" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-nea">
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</a>    <div class="px-4 mt-0.5">
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</div>

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      +9
</a></div>

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        NAOS Asset Management
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        <time datetime="2020-03-26T14:54:14+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">March 26, 2020 14:54</time>
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              How to high grade your portfolio the Cooper Investors way
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  Active fund managers tell us that a major part of their research process is company visits and field research. Access to management, site visits and interactions with...
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              The denial is now clear
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  A key difference between the current economic and markets crisis and its forerunners, and why many people are finding this one so unsettling, is the association...
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        Fidelity International
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  “Consensus is not always good; disagreement not always bad. If you do happen to agree, don’t take that agreement—in itself—as proof that you are right. Never stop...
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        LGT Crestone
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              3 areas of the market that look cheap
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  There are two factors driving markets today, fundamentals and technicals. Fundamentally, the global economy is increasingly in shut down mode. This is temporary and...
</div>

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  Governments and society have chosen a rapid slowdown in economic growth to save lives. A health crisis has become an economic crisis.  Covid 19 has taken hold in...
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  In our last post on March 4th this year, we discussed a number of important points as to why we had decided to take our fund to 90% cash. An article that with the...
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        Auscap Asset Management
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          <time datetime="2020-03-25T12:27:39+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 25, 2020 12:27</time>
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  It hardly seems like a few of weeks ago that we were considering the imminent spread of COVID-19 outside of China and to the rest of the world. While the reaction of...
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        Sage Capital
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          <time datetime="2020-03-25T12:26:08+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 25, 2020 12:26</time>
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              COVID-19 Testing data – A Montgomery Analysis
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    Here at Montgomery we have been tracking COVID-19 testing data, rather than just cases alone. Our logic is that testing drives cases, and that case growth would...
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        Montgomery
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          <time datetime="2020-03-25T10:38:24+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 25, 2020 10:38</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>He called the crash (so what comes <span class="whitespace-nowrap">next?)<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 Australia Day long weekend feels like a lifetime ago now. Back then, there were just 400 cases of Coronavirus, all of which were in some far off place called...
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          <time datetime="2020-03-25T10:06:12+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 25, 2020 10:06</time>
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              Time to go &quot;All in&quot;
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   Some fund managers celebrate a 1% outperformance of their benchmark over a year. The Marcus Today Growth SMA has outperformed its very demanding ASX 300 Accumulation...
</div>

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          <time datetime="2020-03-25T09:36:40+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 25, 2020 09:36</time>
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              Growth investing: Thriving in a ‘winner takes all’ economy
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  It’s no secret that when economic conditions are favourable, most businesses are able to do well. Even portfolios containing average and low-quality firms may see...
</div>

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        Hyperion Asset Management
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          <time datetime="2020-03-25T09:08:12+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 25, 2020 09:08</time>
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              Eurozone PMIs fall to record lows
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  “I try to learn from the past, but I plan for the future by focusing exclusively on the present. That&#39;s where the fun is.”  Donald TrumpYesterday evening saw the...
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        LGT Crestone
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    event 
     
    
    
     
  "
  data-controller="event" data-event-name-value="wire_comment_click" data-event-view-name-value="" data-event-id-value="43902" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;position&quot;:17660,&quot;section&quot;:&quot;latest_feed&quot;}" data-event-ga-category-value="latest_feed" data-event-ga-action-value="wire_comment_click" data-event-ga-label-value=""
  
  
  aria-label=comment
  
  
  
>
  <svg class="home_comment">
  <use xlink:href="#home_comment"></use>
</svg>

  
  
  
</a>

</div>
            </div>
            <div id="wire-listing-stats-43902" data-load-engagement-count-style-value="listing" data-load-engagement-count-target="stats" data-wire-id="43902" data-position="17660" data-style="listing" data-device-type="desktop"></div>
          </div>
        </div>
      </div>
    </div>
    <div class="flex flex-row-reverse">
        <time datetime="2020-03-25T09:08:12+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 25, 2020 09:08</time>
    </div>
</div>


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

  </div>
</template></turbo-stream>
  <turbo-stream action="update" target="pagination"><template>
    <a rel="next" href="/hotwired/feeds/latest?cache_prefix=latest_wire&amp;cursor=2020-03-25+09%3A08%3A12+%2B1100&amp;last_position=17660"></a>
</template></turbo-stream>
