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          <time datetime="2020-06-23T15:05:57+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 23, 2020 15:05</time>
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              Nickel stocks are bullish
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  The market undoubtedly is showing some impressive backbone to rally in the face of bad news on both the macro and stock level, yesterday it was Challenger Group...
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        Market Partners 
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        <time datetime="2020-06-23T15:05:57+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">June 23, 2020 15:05</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="2020-06-23T13:00:25+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 23, 2020 13:00</time>
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              Rising U.S. CV infections unnerve markets
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  Global equities tried hard to remain positive last week even as new CV-19 cases continued to emerge in Beijing and some U.S. states. After the previous Thursday’s...
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        Betashares
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          <time datetime="2020-06-23T09:34:13+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 23, 2020 09:34</time>
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        Montgomery Investment Management
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          <time datetime="2020-06-23T09:29:25+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 23, 2020 09:29</time>
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              Can the euro’s strength continue?
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  One of the strongest currencies over the past month (other than the Australian dollar) has been the euro (versus the US dollar). From a low of USD 1.078 mid-May, the...
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        LGT Crestone
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          <time datetime="2020-06-23T07:48:55+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 23, 2020 07:48</time>
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              Asset Allocation - a good time to rebalance
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  The FY20 annual reporting season is fast approaching, and with it brings an abundance of company annual reports. In order to conduct thorough company analysis, we...
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          <time datetime="2020-06-23T06:30:13+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 23, 2020 06:30</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>Where is the value in small <span class="whitespace-nowrap">caps?<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">
  The S&amp;P/ASX Small Ordinaries Index has staged an extraordinary comeback, lifting 50% in value since the 23 March COVID trough. For Simon Conn of Investors Mutual and...
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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>Building your portfolio in a FOMO <span class="whitespace-nowrap">economy<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">
  &quot;It does feel like FOMO is back&quot;: Those few words encapsulate just how worried Rhett  Kessler, the CIO of Pengana Capital, is about markets right now. Sentiment has...
</div>

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          <time datetime="2020-06-22T17:55:45+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 22, 2020 17:55</time>
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              Fixed Income is the main game
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   The traditional mindset regarding fixed income is that the returns are low and it is a boring asset class. Investing in Woolworths&#39; (ASX:WOW) bonds is not a barbeque...
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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%] ">
              Is cash still king?
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  While the wild swings in share, credit, currency, and commodity markets have garnered most of the attention in the months following the COVID-19 outbreak, cash markets...
</div>

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        First Sentier Investors
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        <time datetime="2020-06-22T15:37:50+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">June 22, 2020 15:37</time>
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          <time datetime="2020-06-22T14:37:48+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 22, 2020 14:37</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>Property is a game of <span class="whitespace-nowrap">confidence<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">
  Investment appetite for businesses depends on strategy – for Qualitas, its strategy aligns with today’s market conditions.  Qualitas is holding and selectively...
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      <div>
        Qualitas
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              Surviving the dividend drought
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  The Australian market declined sharply from the 20 February high of 7,160 to the 23 March low of 4,536, and has since recovered to over 6,000 at the time of writing....
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      +4
</a></div>

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        Tyndall AM
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          <time datetime="2020-06-22T09:31:47+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 22, 2020 09:31</time>
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              COVID concerns and world trade’s surprising resilience
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  “When you do testing to that extent, you’re going to find more people, you’re going to find more cases…So I said to my people, ‘Slow the testing down, please.’ They...
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        LGT Crestone
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          <time datetime="2020-06-22T09:09:26+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 22, 2020 09:09</time>
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              2 steps forward, 1.5 steps back
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  The sharp move lower in markets only 7 trading days ago (11 June) was dramatic – one of the 20 largest down days in global stock market history and the eighth largest...
</div>

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        Talaria Asset Management
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        <time datetime="2020-06-22T09:09:26+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">June 22, 2020 09:09</time>
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          <time datetime="2020-06-22T08:57:56+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 22, 2020 08:57</time>
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              Private equity LIT trades at premium (not discount) to NTA and raises money without selling fees!
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  Russel Pillemer&#39;s Pengana Capital has announced a 1-for-3 rights issue, or capital raising, for its existing private equity listed investment trust (LIT), called the...
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        Coolabah Capital
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          <time datetime="2020-06-22T08:49:24+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 22, 2020 08:49</time>
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              WAM: Auto sector warming up after restart
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  The Australian automotive sector was one of the hardest hit during the depths of the COVID-19 crisis. But with lockdown easing and traffic returning, the outlook is...
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          <time datetime="2020-06-22T08:46:29+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 22, 2020 08:46</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>4 key data points to <span class="whitespace-nowrap">monitor<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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  In previous interviews Andrew McAuley, Managing Director at Credit Suisse Private Banking Australia, shared some of the positive developments that support his thesis...
</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>Taking advantage of distressed sellers to enhance <span class="whitespace-nowrap">yield<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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  There has been a rush to offer investors daily liquidity in asset classes, such as private debt, that simply aren&#39;t liquid. Bob  Sahota from Revolution Asset...
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          <time datetime="2020-06-21T17:15:59+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 21, 2020 17:15</time>
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              Volatility puts the brakes on raising, for now: this week in capital markets
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  Market volatility has been creeping up this month - new COVID cases, stimulus uncertainty and geo-political games are all to blame. Volatility and capital markets...
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  <div>
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      +18
</a></div>

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      +16
</a></div>

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          <time datetime="2020-06-20T12:16:47+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 20, 2020 12:16</time>
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              Are CLOs Going to Cause Another Financial Crisis?
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Frank Partnoy has lit up financial media with his claim that CLOs are set to cause a financial crisis level of bank collapses. He argues that today’s CLOs are the...
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