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          <time datetime="2020-04-04T09:03:57+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 04, 2020 09:03</time>
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              Podcast: Adrian Redlich - Double digit returns from asset backed debt
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     Adrian runs the Merricks Capital Partners Fund, a fund that provides senior asset secured debt to real estate, agriculture &amp; occasionally infrastructure. The fund...
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        Koda Capital
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          <time datetime="2020-04-03T17:00:37+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 03, 2020 17:00</time>
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              5 High-Conviction Global Investments in a COVID-19 World
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  We told investors last month that our view on the situation surrounding COVID-19 is a balanced one. That largely remains the case today and the Fund still has dry...
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      <div>
        Lakehouse Capital
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          <time datetime="2020-04-03T17:00:21+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 03, 2020 17:00</time>
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              14 big-caps most likely to slash dividends
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Income investors should brace for an overall 30% reduction in dividends across the Australian share market, according to Plato Investment Management. The economic...
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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 max-w-[60%] ">
              Generational traits emerging under lockdown
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  We are collectively experiencing a major disruption to all aspects of our lives. Health workers are grappling to control the coronavirus, the sick are fighting the...
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        Wilson Asset Management
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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="2020-04-03T15:20:05+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 03, 2020 15:20</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>Australian budget deficit heading beyond $200 <span class="whitespace-nowrap">billion<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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            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  After the flurry of central bank policy steps in early to mid-March, the past week has been somewhat less dramatic. To be sure, the US Federal Reserve still managed 6...
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        Coolabah Capital
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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 max-w-[60%] ">
              Investors selling what they can, not what they want
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  I would like to say upfront that on behalf of everyone at APN Property Group, that our thoughts go out to those directly impacted by the COVID-19 virus. We regard the...
</div>

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      <div>
        Dexus Real Estate Securities
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              Equity investors face mass dilution from supersized capital raisings
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  It’s open season for capital raisings and investors need to be on high alert. Investment banks are dusting off the playbook they used to scalp shareholders during the...
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          <time datetime="2020-04-03T09:35:22+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 03, 2020 09:35</time>
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              Chart of the day: price targets for S&amp;P500 in 2020
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  Much global human activity is grinding to a halt as Q2 2020 gets underway. Rolling lockdowns of economies around the world have driven sharp falls in leading...
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          <time datetime="2020-04-03T08:51:34+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 03, 2020 08:51</time>
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  Those being nibbled, with some success, it must be said, include Legend Mining, Bardoc Gold, Alice Queen and Strandline Resources.There are tentative signs that bottom...
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          <time datetime="2020-04-03T08:41:25+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 03, 2020 08:41</time>
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              Why Howard Marks expects further declines
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  After a wild few weeks that’s seen most major equity indexes fall by a third, before a rally of around 20%, even the most experienced investors are scratching their...
</div>

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        Livewire Markets
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  Along with the horrible human consequences, the coronavirus pandemic is having a huge impact on the way we live and as a result investment markets. This has raised a...
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        AMP
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          <time datetime="2020-04-03T08:20:56+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 03, 2020 08:20</time>
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  Q1 2020 was another positive one for gold, with the price rising by 4% in USD terms. The rally, which saw the gold price end March 2020 just below USD 1,600 per troy...
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        ABC Bullion
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              8 stock ideas across 4 sectors
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Investing is all about making educated assumptions - below is a couple of important assumptions with regard to our strategy for investing moving forward: 1 – March’s...
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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 growth company that passed Federation’s fierce <span class="whitespace-nowrap">filters<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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  Cameron Brownjohn, CEO of private equity firm Federation Asset Management, describes their three step selection criteria for investments as ‘fierce’. In their first...
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  Earlier this week I published a wire in which one of Australia’s most experienced investors, Robert Millner, Chairman of Washington H Soul Pattinson, raised an...
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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 best performing stock market on <span class="whitespace-nowrap">Earth<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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  Australia has been the best performing equities market globally over the last 120 years, according to the latest edition of the Credit Suisse Global Investment Returns...
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  Joke Of The WeekThe bull and bear go out for a coffee (maintain distance).The bull proudly says: &quot;Best three days for the S&amp;P 500 since 1933&quot;.The bear responds:...
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          <time datetime="2020-04-02T13:31:16+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 02, 2020 13:31</time>
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              Global Empirical Forecasts of COVID-19 Trajectories Under Limited Information on the Efficacy of Intervention Strategies
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  We have published a more formal paper on our internal forecasting method for COVID-19, which has projected a peak in the new infection cases in the US and Australia in...
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        Coolabah Capital
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