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          <time datetime="2020-06-05T13:34:45+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 05, 2020 13:34</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$ near 70 cents as Australia&#39;s recession <span class="whitespace-nowrap">begins<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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  This week we had confirmation that Australia’s economy contracted in the March quarter. This was enough for even the government to concede that the economy is in...
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          <time datetime="2020-06-05T12:30:32+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 05, 2020 12:30</time>
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              As the market turns... an update
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  I review the state of play in financial markets, and outline why I think there are such attractive opportunities now for the careful investor (5 mins).    
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          <time datetime="2020-06-05T10:34:32+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 05, 2020 10:34</time>
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  Global equities pushed higher in May, continuing the rebound of the previous month, reflecting ongoing hopes of a speedy return to economic normalcy as both new...
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              “Anything can happen, at any time.”
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  “Anything can happen, at any time.” - Joseph Goldstein, Buddhist teacher and author So far this year, avoiding the torrent of events in public health, economies,...
</div>

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        Talaria Asset Management
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              Why patience is a virtue for yield hungry investors
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Investing in private markets can present opportunities that aren&#39;t often available to investors. With a far longer timeline than is typical in listed equities, private...
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          <time datetime="2020-06-05T07:00:23+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 05, 2020 07:00</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>Amcor: An inexpensive defensive with growth <span class="whitespace-nowrap">optionality<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">
  We kick off the Firetrail Analyst Series with a wire focussing on why we like packaging giant Amcor (ASX:AMC) in the current environment. The packaging giant is often...
</div>

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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 stocks to ride the financials <span class="whitespace-nowrap">rebound<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">
  Elon Musk&#39;s SpaceX rocket isn&#39;t the only thing that&#39;s shot through the stars in recent days. ASX financials are having their own out-of-orbit moment, with the sector...
</div>

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        FNArena
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          <time datetime="2020-06-04T13:43:04+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 04, 2020 13:43</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%] ">
              The Firetrail Analysts Series
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  The tectonic plates of equity markets are shifting unpredictably as we get to the other side of COVID-19. The onset of the pandemic and other factors are sowing doubts...
</div>

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        Firetrail Investments
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          <time datetime="2020-06-04T12:34:40+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 04, 2020 12:34</time>
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  Having had our personal and professional lives turned upside-down, we’re now familiar with the realities of an extended period of enforced ‘hibernation’. Entire...
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        Dexus Real Estate Securities
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              Where performance and quality meet
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  The volatility in markets this year, at a time of rising fear and panic over the COVID-19 outbreak, has led many investors to take an immediate focus on capital...
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          <time datetime="2020-06-04T09:41:00+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 04, 2020 09:41</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>Macquarie hybrid soars, Genworth pulls bond issue, and housing bears run for <span class="whitespace-nowrap">hills<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">
  As we had projected here days ago, Macquarie&#39;s new hybrid security (ASX: MLBPC - it was initially marketed as MBLPB) listed on the ASX at a massive premium to face...
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            <a class="pre-header-sm lg:pre-header-md uppercase text-primary hover:underline" href="/categories/fixed-income">Fixed Income</a>

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          <time datetime="2020-06-04T08:30:15+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 04, 2020 08:30</time>
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              Commercial Real Estate Debt: Bridging the income gap
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  I have recently met many investors who have shared one common concern: their challenge in finding a stable and dependable income stream. I empathise with their...
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