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          <time datetime="2020-04-24T10:19:58+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 24, 2020 10:19</time>
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              Cashing in on a crisis:	Understanding, Overcoming and Profiting from 2020 and Beyond
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  While fully aware that very few commentators offering their opinion on the health and financial implications of COVID-19 are actually epidemiologists, GP’s and/or...
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        Collins St Asset Management
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          <time datetime="2020-04-24T10:09:38+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 24, 2020 10:09</time>
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              Are equities disconnected from the real economy?
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   In this continually-evolving crisis, we share a brief summary of how we are assessing the risks for our global equity portfolios. THE CORONAVIRUS The most important...
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        Montaka Global Investments
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              Hamish Douglass - COVID-19, a Black Swan event
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  In what Hamish calls a classic Black Swan event, he and David discuss the recent impact of the COVID-19 pandemic across global financial markets. Initially presenting...
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              What’s next for retail REITs?
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  If you’ve been to your local shopping centre lately, well, I’m surprised. Deemed essential services, they remain open but have the feeling of a ghost town. Footfall,...
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          <time datetime="2020-04-24T08:30:15+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 24, 2020 08:30</time>
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              Value opportunity emerging in listed infrastructure
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  The combination of infrastructures attractive fundamentals, long-term structural growth opportunity, the COVID-19 response and beaten-down stock prices following the...
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              The Upside of Maintaining Diversification
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  The phrase “diversification is the only free lunch in investing” is attributed to the Nobel Prize laureate Harry Markowitz. Investors accept this principle with few...
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  And the squeeze on supplies of zinc concentrate is likely to prompt smelters to offer strong support to those juniors hunting and developing the galvanising metal,...
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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 pandemic-resistant growth <span class="whitespace-nowrap">stocks<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">
  It may be a gloomy backdrop for the economy as many companies cancel their earnings guidance due to the coronavirus-driven downturn. But even in this environment,...
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   The blanket coverage of coronavirus and its impact on the economy can lead to a lot of confusion right now. Some reports are hopeful of anti-viral drugs, others say a...
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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="2020-04-23T16:42:46+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 23, 2020 16:42</time>
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  Top this for a company head’s farewell to staff. A tearful Alibaba co-founder Jack Ma wore oversized purple-tinged glasses, a studded leather jacket with chains and a...
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          <time datetime="2020-04-23T11:25:03+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 23, 2020 11:25</time>
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  At the end of my last piece &quot;For want of a coffee can, we left $7million on the table” which covered the story of Equities and Freeholds Limited (EQF), I suggested EQF...
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        East 72 Dynasty Trust
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          <time datetime="2020-04-23T10:39:55+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 23, 2020 10:39</time>
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              Navigating self-funded retirement is a hornet&#39;s nest
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  There are more self-funded and semi-funded Australian retirees than ever before. The ability to retire with limited reliance on government support should be celebrated...
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        Plato Investment Management
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        Bell Potter
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          <time datetime="2020-04-23T09:27:58+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 23, 2020 09:27</time>
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              Fire the epidemiologist, hire a shrink
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Last month has been world-changing, and it’s not over yet.With the caveat that I do shares and stocks, not viruses, one thing that I have found fascinating is the...
</div>

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        Ellerston Capital
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          <div class="sm:flex-grow">
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              Four small cap opportunities in unprecedented markets
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  The March quarter concluded a period of astounding world events and financial market volatility on a scale I had yet to experience. Very few in markets will have...
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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>One thematic with three <span class="whitespace-nowrap">tailwinds<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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  For every successful tech stock, there are dozens of others in its supply chain, including at least one semiconductor company. And just like the old strategy of...
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              3 ways to invest in gold
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  Gold has a long association with finance and investing—from its use as a form of early currency to gold standard-based currencies from the late 1800s. More recently,...
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Austal Ltd</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:ASB</div>
        </div>
      </div>
</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-224">
            Followed by<span class="font-bold text-gray-700"> 520 </span>people
        </div>
          <div 
  class="follow-stock-code-224-stock-code-tooltip-hovercard"
  data-load-engagement-count-target="follow"
  data-followable-type="stock_code"
  data-followable-id="224"
  data-options="{&quot;custom_data&quot;:{&quot;section&quot;:&quot;stock_code_tooltip&quot;},&quot;style&quot;:&quot;hovercard&quot;}"
></div>

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

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

    <div data-controller="tooltip">
  <a aria-label="CDA" data-controller="event" data-event-name-value="link_click" data-event-id-value="44174" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-cda">
    <div
  class="lw-badge rounded-2xl  md"
  
  
>
  <div class="flex items-center gap-2">
    <span class="text-bold-md">CDA</span>
  </div>
</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="509" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-cda">
      <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 ">Codan Ltd</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:CDA</div>
        </div>
      </div>
</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-509">
            Followed by<span class="font-bold text-gray-700"> 163 </span>people
        </div>
          <div 
  class="follow-stock-code-509-stock-code-tooltip-hovercard"
  data-load-engagement-count-target="follow"
  data-followable-type="stock_code"
  data-followable-id="509"
  data-options="{&quot;custom_data&quot;:{&quot;section&quot;:&quot;stock_code_tooltip&quot;},&quot;style&quot;:&quot;hovercard&quot;}"
></div>

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

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

    <div data-controller="tooltip">
  <a aria-label="EOS" data-controller="event" data-event-name-value="link_click" data-event-id-value="44174" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-eos">
    <div
  class="lw-badge rounded-2xl  md"
  
  
>
  <div class="flex items-center gap-2">
    <span class="text-bold-md">EOS</span>
  </div>
</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="669" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-eos">
      <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 ">Electro Optic Systems Holdings Ltd</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:EOS</div>
        </div>
      </div>
</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-669">
            Followed by<span class="font-bold text-gray-700"> 291 </span>people
        </div>
          <div 
  class="follow-stock-code-669-stock-code-tooltip-hovercard"
  data-load-engagement-count-target="follow"
  data-followable-type="stock_code"
  data-followable-id="669"
  data-options="{&quot;custom_data&quot;:{&quot;section&quot;:&quot;stock_code_tooltip&quot;},&quot;style&quot;:&quot;hovercard&quot;}"
></div>

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

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

</div>

        </div>
      <div class="lg:flex lg:items-center clear-both">
        <div class="mt-2 lg:mt-4">
          <div class="flex items-center">
    <div class="mr-2">
        <a data-controller="event" data-event-name-value="link_click" data-event-id-value="23583" data-event-statisticable-value="profile" data-event-custom-data-value="{&quot;position&quot;:17440,&quot;section&quot;:&quot;latest_feed&quot;}" data-event-ga-category-value="Homepage Latest Feed" data-event-ga-action-value="link_click" href="/contributors/anthony-kavanagh">
            <picture style="">
    <source type="image/webp" srcset="https://www.livewiremarkets.com/rails/active_storage/representations/proxy/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBBMjl1REE9PSIsImV4cCI6bnVsbCwicHVyIjoiYmxvYl9pZCJ9fQ==--f860d505a85feccb420bb8c511d2c1074e0bbf37/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaDdCem9MWm05eWJXRjBPZ2wzWldKd09oTnlaWE5wZW1WZmRHOWZabWxzYkZzSGFRSElhUUhJIiwiZXhwIjpudWxsLCJwdXIiOiJ2YXJpYXRpb24ifX0=--1fd30fd39e489c8cda41fffd3d21b2be931eb227/anthony_kavanagh_500x500.webp" />
  <img
    class="h-10 w-10 rounded-full bg-white overflow-hidden"
    src="https://www.livewiremarkets.com/rails/active_storage/representations/proxy/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBBMjl1REE9PSIsImV4cCI6bnVsbCwicHVyIjoiYmxvYl9pZCJ9fQ==--f860d505a85feccb420bb8c511d2c1074e0bbf37/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaDdCem9MWm05eWJXRjBPZ2h3Ym1jNkUzSmxjMmw2WlY5MGIxOW1hV3hzV3dkcEFjaHBBY2c9IiwiZXhwIjpudWxsLCJwdXIiOiJ2YXJpYXRpb24ifX0=--a41397d5c7f31814a23b64512bfb3a292ceadf9c/anthony_kavanagh_500x500.webp"
    srcset="https://www.livewiremarkets.com/rails/active_storage/representations/proxy/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBBMjl1REE9PSIsImV4cCI6bnVsbCwicHVyIjoiYmxvYl9pZCJ9fQ==--f860d505a85feccb420bb8c511d2c1074e0bbf37/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaDdCem9MWm05eWJXRjBPZ2h3Ym1jNkUzSmxjMmw2WlY5MGIxOW1hV3hzV3dkcEFjaHBBY2c9IiwiZXhwIjpudWxsLCJwdXIiOiJ2YXJpYXRpb24ifX0=--a41397d5c7f31814a23b64512bfb3a292ceadf9c/anthony_kavanagh_500x500.webp, https://www.livewiremarkets.com/rails/active_storage/representations/proxy/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBBMjl1REE9PSIsImV4cCI6bnVsbCwicHVyIjoiYmxvYl9pZCJ9fQ==--f860d505a85feccb420bb8c511d2c1074e0bbf37/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaDdCem9MWm05eWJXRjBPZ2h3Ym1jNkUzSmxjMmw2WlY5MGIxOW1hV3hzV3dkcEFjaHBBY2c9IiwiZXhwIjpudWxsLCJwdXIiOiJ2YXJpYXRpb24ifX0=--a41397d5c7f31814a23b64512bfb3a292ceadf9c/anthony_kavanagh_500x500.webp 2x"
    alt="Anthony Kavanagh"
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</a>    </div>
  <div id="profile-link" class="text-heavy-sm md:text-heavy-md text-darkestgray">
    <div>
        <span class="profile-name-hover-container" data-controller="event tooltip" data-event-name-value="contributor_hover_view" data-event-id-value="23583" data-event-statisticable-value="profile" data-event-custom-data-value="{}" data-event-event-value="mouseover" data-tooltip-url-value="/hotwired/hovercards/23583/contributor">
          <a class="hover:underline mr-1" data-controller="event" data-event-name-value="link_click" data-event-view-name-value="summarized_longform_wire_view" data-event-id-value="23583" data-event-statisticable-value="profile" data-event-custom-data-value="{&quot;position&quot;:17440,&quot;section&quot;:&quot;latest_feed&quot;}" data-event-ga-category-value="Homepage Latest Feed" data-event-ga-action-value="link_click" href="/contributors/anthony-kavanagh">Anthony Kavanagh</a>
</span>    </div>
      <div>
        Chester Asset Management
      </div>
  </div>
</div>

        </div>
        <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-44174" data-load-engagement-count-target="like" data-wire-id="44174" data-position="17440">
                <button
  class="lw-button tertiary_gray xs icon-only "
  
  data-turbo-stream-url-value="/hotwired/likes/44174/wire/17440/like"
  data-controller="
    event 
     
    
    
    turbo-stream 
  "
  data-controller="event turbo-stream " data-event-name-value="like_clicked" data-event-view-name-value="" data-event-id-value="44174" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;position&quot;:17440,&quot;section&quot;:&quot;latest_feed&quot;}" data-event-ga-category-value="latest_feed" data-event-ga-action-value="like_clicked" data-event-ga-label-value="" data-turbo-stream-method-value="post"
  
  
  aria-label=home_like
  
  
  
>
  <svg class="home_like">
  <use xlink:href="#home_like"></use>
</svg>

  
  
  
</button>


</div>            <div class="flex items-center ml-1">
              <div id="comment-link-44174" data-load-engagement-count-target="comment" data-wire-id="44174" data-position="17440">
    <a
  class="lw-button tertiary_gray xs icon-only "
  href="/wires/have-you-got-your-bunker-in-order#comment_body"
  
  data-controller="
    event 
     
    
    
     
  "
  data-controller="event" data-event-name-value="wire_comment_click" data-event-view-name-value="" data-event-id-value="44174" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;position&quot;:17440,&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-44174" data-load-engagement-count-style-value="listing" data-load-engagement-count-target="stats" data-wire-id="44174" data-position="17440" data-style="listing" data-device-type="desktop"></div>
          </div>
        </div>
      </div>
    </div>
    <div class="flex flex-row-reverse">
        <time datetime="2020-04-23T06:40:35+10:00" data-controller="datetime" class="hidden sm:block sm:flex-none order-1 w-36 uppercase pre-header-sm lg:pre-header-md text-darkgray">April 23, 2020 06:40</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=2020-04-23+06%3A40%3A35+%2B1000&amp;last_position=17440"></a>
</template></turbo-stream>
