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          <time datetime="2020-06-10T09:40:05+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 10, 2020 09:40</time>
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              Is there a way out of this financial mess?
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  Much has been written about the cause of this financial crisis. At its core, it’s a public health crisis that’s resulted in a financial crisis. Similarly, a lot of ink...
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        Yarra Capital 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="2020-06-10T09:31:16+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 10, 2020 09:31</time>
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              Bond yields are pushing higher
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  While we are yet to see the likely horrific Q2 growth data from around the world, an increasing array of data, both leading indicator and hard activity data, is...
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        LGT Crestone
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          <time datetime="2020-06-10T08:59:15+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 10, 2020 08:59</time>
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              Where to next for gold?
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  Over the past five years, the price of gold in Australian Dollars is up 58%; an impressive feat for an asset that produces no cashflows and has no credit risk....
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          <time datetime="2020-06-10T08:38:50+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 10, 2020 08:38</time>
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              Are the banks perfume or poison to investors?
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  Bank shares might have staged an impressive recovery from oversold levels - but don’t confuse that with any semblance of investor agreement on where the sector is...
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      +6
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</a></div>

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              3 ways to play defence in your portfolio
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  When I asked friends and colleagues around the industry how their portfolio performed during March, the most common reaction was “I’m too scared to look”. And when...
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              10 most tipped small caps: Fundies&#39; deep dives
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  While the ASX200 has bounced by more than 33% from its March lows, the small caps index has now bounced by over 50%. A few weeks ago, I flagged that the ten most...
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    As the longest bull market in history has come to an end, the phrase ‘unprecedented times’ has arguably become a cliché. Whilst admittedly there would be few of us...
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  The first thing it’s important to do is, we need to define what we mean by a crisis in an investment context. We would describe a crisis as a period that leads to a...
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      <div>
        Koda Capital
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              Finding the next generation of tech unicorns
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  Spotting the next diamond in the rough is every investor&#39;s dream. After all, a start-up with blue sky opportunity and the prospects of year-on-year growth would be...
</div>

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        Kauri Asset Management
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              China’s rising steel output driving commodity demand
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  There have been a range of new developments unfolding in commodity markets over the past week or so. Most particularly, the past weekend’s agreement by OPEC+ producers...
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        LGT Crestone
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          <time datetime="2020-06-09T07:32:57+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 09, 2020 07:32</time>
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              Our strong businesses are getting stronger
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  We own great businesses. In this video I discuss how L’Oréal was able to grow its sales in China in Q1 by over 6% in a market that fell by almost one-fifth. I also...
</div>

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        Aoris Investment Management
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          <time datetime="2020-06-08T14:47:40+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 08, 2020 14:47</time>
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  It’s an issue that has passed under the radar here in Australia but it is of great political, economic, legal and credit risk interest. It’s the argument over whether...
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          <time datetime="2020-06-07T18:21:40+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 07, 2020 18:21</time>
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  In the past decade there have been two major developments that make working from home more efficient, the roll out of ultra-fast broadband and the technology that...
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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>Making sense of this stunning <span class="whitespace-nowrap">rally<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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<path d="M9.12598 12.0009L14.876 8.73094L9.12598 5.46094V12.0009Z" fill="#19202D" stroke="current" stroke-linecap="round" stroke-linejoin="round" id="play_icon"></path>
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            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Livewire readers have so far nailed their bullish call on the market. Since we published those survey results, the ASX 200 train is full steam ahead (up +21.50% to be...
</div>

          </div>
</a>      </div>
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      <div class="p-4 flex group">
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Aristocrat Leisure Ltd</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:ALL</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-169">
            Followed by<span class="font-bold text-gray-700"> 2093 </span>people
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          <div 
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  data-load-engagement-count-target="follow"
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    <span class="text-bold-md">AZJ</span>
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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>
    <a data-controller="event" data-event-name-value="link_click" data-event-id-value="208" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-azj">
      <div class="p-4 flex group">
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Aurizon Holdings Ltd</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:AZJ</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-208">
            Followed by<span class="font-bold text-gray-700"> 379 </span>people
        </div>
          <div 
  class="follow-stock-code-208-stock-code-tooltip-hovercard"
  data-load-engagement-count-target="follow"
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    <div data-controller="tooltip">
  <a aria-label="IAG" data-controller="event" data-event-name-value="link_click" data-event-id-value="44662" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-iag">
    <div
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    <span class="text-bold-md">IAG</span>
  </div>
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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>
    <a data-controller="event" data-event-name-value="link_click" data-event-id-value="1001" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-iag">
      <div class="p-4 flex group">
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Insurance Australia Group Ltd</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:IAG</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-1001">
            Followed by<span class="font-bold text-gray-700"> 206 </span>people
        </div>
          <div 
  class="follow-stock-code-1001-stock-code-tooltip-hovercard"
  data-load-engagement-count-target="follow"
  data-followable-type="stock_code"
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      +3
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  <a aria-label="ALL" data-controller="event" data-event-name-value="link_click" data-event-id-value="44662" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-all">
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      <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 ">Aristocrat Leisure Ltd</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:ALL</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-169">
            Followed by<span class="font-bold text-gray-700"> 2093 </span>people
        </div>
          <div 
  class="follow-stock-code-169-stock-code-tooltip-hovercard"
  data-load-engagement-count-target="follow"
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    <span class="text-bold-md">AZJ</span>
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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">
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    <a data-controller="event" data-event-name-value="link_click" data-event-id-value="208" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-azj">
      <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 ">Aurizon Holdings Ltd</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:AZJ</div>
        </div>
      </div>
</a>    <div class="px-4 mt-0.5">
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        <div class="flex-grow text-darkestgray text-bold-sm" id="followed-count-stock_code-208">
            Followed by<span class="font-bold text-gray-700"> 379 </span>people
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  class="follow-stock-code-208-stock-code-tooltip-hovercard"
  data-load-engagement-count-target="follow"
  data-followable-type="stock_code"
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    <div data-controller="tooltip">
  <a aria-label="IAG" data-controller="event" data-event-name-value="link_click" data-event-id-value="44662" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-iag">
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    <span class="text-bold-md">IAG</span>
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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">
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      <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 ">Insurance Australia Group Ltd</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:IAG</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-1001">
            Followed by<span class="font-bold text-gray-700"> 206 </span>people
        </div>
          <div 
  class="follow-stock-code-1001-stock-code-tooltip-hovercard"
  data-load-engagement-count-target="follow"
  data-followable-type="stock_code"
  data-followable-id="1001"
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  <a aria-label="SUN" data-controller="event" data-event-name-value="link_click" data-event-id-value="44662" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-sun">
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    <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="1935" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-sun">
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Suncorp Group Ltd</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:SUN</div>
        </div>
      </div>
</a>    <div class="px-4 mt-0.5">
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        <div class="flex-grow text-darkestgray text-bold-sm" id="followed-count-stock_code-1935">
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        </div>
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  class="follow-stock-code-1935-stock-code-tooltip-hovercard"
  data-load-engagement-count-target="follow"
  data-followable-type="stock_code"
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  <a aria-label="TLS" data-controller="event" data-event-name-value="link_click" data-event-id-value="44662" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-tls">
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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>
    <a data-controller="event" data-event-name-value="link_click" data-event-id-value="1983" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-tls">
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Telstra Group Ltd</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:TLS</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-1983">
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        </div>
          <div 
  class="follow-stock-code-1983-stock-code-tooltip-hovercard"
  data-load-engagement-count-target="follow"
  data-followable-type="stock_code"
  data-followable-id="1983"
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              Two beneficiaries of a cashless society
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Welcome to Magellan Minutes, a new investment insights initiative in which senior members of our investment team dissect the markets and take a deeper look into the...
</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>The $200 billion opportunity to power Australia&#39;s <span class="whitespace-nowrap">future<svg xmlns="http://www.w3.org/2000/svg" width="24" height="24" viewBox="0 0 24 24" fill="none" id="embed_podcast" 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">
  In Australia, just 20 coal-fired power stations remain operational today. That number is set to fall dramatically over the coming decade; by 2030, 55% of Australia’s...
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