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          <time datetime="2020-04-27T11:35:23+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 27, 2020 11:35</time>
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              How to Avoid the Covid-19 Analogy Trap
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  The present moment is a unique combination of a health crisis and a sudden-stop economic shock. This mix has not been seen before in modern financial history, and so...
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      <div>
        Maven Funds Management
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        <time datetime="2020-04-27T11:35:23+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 27, 2020 11:35</time>
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          <time datetime="2020-04-27T10:55:02+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 27, 2020 10:55</time>
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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%] ">
              A simple investing framework
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
   			 				 					With the number of headlines hitting the newswires on what feels like a minute-by-minute basis, it’s easy to get lost in chasing data points. Instead, I...
</div>

          </div>
</a>      </div>
      <div class="lg:flex lg:items-center clear-both">
        <div class="mt-2 lg:mt-4">
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          <img class="h-10 w-10 rounded-full bg-white overflow-hidden" alt="Charlie Aitken" src="https://assets.livewiremarkets.com/assets/avatar-fallback-51e898dd11a02a41b8c0c587dd5961a4bb20147bf4f7032bc1ef8fe2742f9016.png" />
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      <div>
        Aitken Investment Management
      </div>
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</div>

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          <time datetime="2020-04-27T10:41:17+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 27, 2020 10:41</time>
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              It&#39;s Over
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   Still nervous?  The market fell (panicked), rallied (regained sanity) and then peaked again last week. In response to the latest &#39;top&#39; we ran our cash up again, to...
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          <time datetime="2020-04-27T09:24:33+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 27, 2020 09:24</time>
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  When governments around the world shut down travel in order to contain the spread of COVID-19, Flight Centre Travel Group (ASX:FLT) suddenly found itself on its knees....
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          <time datetime="2020-04-27T09:17:56+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 27, 2020 09:17</time>
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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%] ">
              Unintended Consequences of Government Policy
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  This last month or so has been a particularly challenging period for a lot of market participants. As a fund manager, volatility spikes can be disconcerting especially...
</div>

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        Perpetual Asset Management (Australia)
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        <time datetime="2020-04-27T09:17:56+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 27, 2020 09:17</time>
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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="2020-04-27T08:26:38+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 27, 2020 08:26</time>
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              Chart of the day: Can easing financial conditions drive surprise reversal?
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  The US economic surprise index (by Citigroup) has plunged over the past month as forecasters and investors have struggled to get their heads around just how bad the...
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        LGT Crestone
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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="2020-04-27T07:53:06+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 27, 2020 07:53</time>
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              Searching for income in the current economic downturn
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  For investors reliant on income, the current economic outlook appears bleak. Where should they look for yield? Many newspapers talk about investors as a single group,...
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        Fiftyone Capital
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          <time datetime="2020-04-26T19:02:05+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 26, 2020 19:02</time>
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          <div class="sm:flex-grow">
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              Investing in Xero: the Legwork
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  An interesting notion I came across in my Zen training is that all phenomena are dependent on, and penetrated by all other phenomena. Looking at a flower, for example,...
</div>

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        Kasa Investment Partners
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              Why hold government bonds if the yields are so low?
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    <div data-controller="tooltip">
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</div>

    <div data-controller="tooltip">
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">NEXTDC Ltd</div>
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        Livewire Markets
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        <time datetime="2020-04-25T07:00:23+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 25, 2020 07:00</time>
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</div>


      </div>
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          <div class="__Wires_TolTagComponent_44204 w-36"></div>
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          <time datetime="2020-04-24T16:19:47+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 24, 2020 16:19</time>
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              10 most tipped big caps: 8% ahead of the market
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  The market has become a different place since we published the findings of our annual Predictions and Top Picks survey in January, and it&#39;s time to revisit the stocks...
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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>Energy price rout threatens A$ <span class="whitespace-nowrap">stability<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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  A negative price for US crude oil provided much fascination this week. The May West Texas Intermediate oil contract closed at -$37.63 per barrel on Monday. But the...
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  They’re making Qantas Airways (ASX:QAN) their largest portfolio position, snapping up shares in a sector whose fundamentals are being torpedoed, and underweighting...
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          <time datetime="2020-04-24T13:25:14+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 24, 2020 13:25</time>
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              As earnings season looms, portfolio managers look for long-term opportunity
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  Earnings season is heating up in earnest, giving investors a clear glimpse into the economic impact of the global lockdowns designed to slow the spread of the...
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              House prices will not fall sharply
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  In the AFR today I write that everyone loves a contrarian position, and I enjoy betting against conventional wisdom (read the full column by clicking on that link, or...
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  Well, what a difference six months can make… I can remember thinking just a few short months ago that if the global strategists were right and the consensus was...
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          <time datetime="2020-04-24T11:38:40+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 24, 2020 11:38</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>Australian Property Catches Coronavirus, with Catherine Cashmore | Nucleus Investment <span class="whitespace-nowrap">Insights<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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  Australian Property has caught Coronavirus: the strong rebound in Australian property values has come to a shuddering halt with the Coronavirus lockdown. Auction...
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          <time datetime="2020-04-24T11:18:50+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 24, 2020 11:18</time>
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              Open Letter to Prime Minister from Concerned Australians on Need to Exit COVID-19 Lockdown
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   An Open Letter from Concerned Australians on Trade-offs During the COVID-19 Crisis  The views expressed are those of the signatories and not necessarily those of...
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