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          <time datetime="2020-07-15T09:17:03+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">July 15, 2020 09:17</time>
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              Asian equities: not the place to be underweight
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  Global equity markets continue to grind higher in July, with the S&amp;P 500 index up more than 3% and European markets up 1-2%. As markets re-approach their post-COVID-19...
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        LGT Crestone
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          <time datetime="2020-07-15T09:07:04+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">July 15, 2020 09:07</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%] ">
              The only certainty is that volatility will continue
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Global equities have been volatile over the last financial year. The period has been a tale of two halves, marked by strong market performance during the first...
</div>

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        Fidelity International
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          <time datetime="2020-07-15T09:05:30+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">July 15, 2020 09:05</time>
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              The Asian century is heralded…and our plays
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  A combination of an increasingly well-to-do consumer base, rising levels of education, leapfrogging several stages in the adaptation of smart digital technologies by...
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              Happy days for markets as flood of money continues
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  There are plenty of investors questioning the veracity and sustainability of the rally in equity markets through the June quarter (particularly in the US), in the face...
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        Schroders
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              Ignore the impacts of debt-fuelled stimulus at your peril
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  Over the past decade both debt and equity markets have become increasingly disconnected from traditional measures of fundamental value.  A sober examination leads to...
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        ICN Consulting
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          <time datetime="2020-07-14T16:15:15+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">July 14, 2020 16:15</time>
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              Using global shares to break your dividend dependency
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Global equities are usually added to a portfolio for one reason – to increase diversification. With the Australian equity market representing only 2-3% of global...
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        Elston Asset Management
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          <time datetime="2020-07-14T15:21:18+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">July 14, 2020 15:21</time>
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              What a difference a year can make
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  It was impossible to overlook global growth concerns throughout 2019 as the pace of economic activity slowed down notably in leading economies such as China and the...
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        Fidelity International
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              US Banks in Focus as Earnings Season Kicks Off
            </h2>
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         The latest round of earnings are set to pour through, with the US banks on the radar of funds and analysts in the week ahead. Across the S&amp;P 500, earnings are...
</div>

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        Kauri Asset Management
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              The case for value investing
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  The extraordinary environment in which we’re living, after a decade of ultra-low monetary policy stimulus and sustained economic growth, has been compounded more...
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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>Yellen: Expect deep scars from this <span class="whitespace-nowrap">crisis<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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  Hamish Douglass, Chairman and Chief Investment Officer, spoke with Janet Yellen, the most recent former chair of the Federal Reserve, and an adviser to Magellan, about...
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          <time datetime="2020-07-14T12:39:41+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">July 14, 2020 12:39</time>
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              A bridge to recovery or a financial cliff? Magellan holds the line on cash
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  Since Magellan’s core strategy nearly doubled its cash weighting, stock prices have been on a tear as investors (plus those Robinhood punters) chased everything from...
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        Livewire Markets
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        <time datetime="2020-07-14T12:39:41+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">July 14, 2020 12:39</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="2020-07-14T09:17:12+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">July 14, 2020 09:17</time>
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              Running out of steam
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Wall Street’s dramatic recovery in April and May has run out of steam. You don’t have to look far for why that might be. The resurgence of Covid-19 infections, to the...
</div>

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        Fidelity International
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            <a class="pre-header-sm lg:pre-header-md uppercase text-primary hover:underline" href="/categories/commodities">Commodities</a>

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          <time datetime="2020-07-14T07:37:50+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">July 14, 2020 07:37</time>
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              Are record inflows into gold ETPs a problem for precious metals bulls?
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   Summary    Gold prices recently topped USD 1,800 per ounce, with the metal matching its highest ever quarterly close in USD in June.  Gold exchange traded products...
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        ABC Bullion
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          <time datetime="2020-07-13T18:30:17+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">July 13, 2020 18:30</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 secret weapon for income investors
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  The World Bank estimates almost 93% of countries will face economic contraction on a per capita basis in 2020 as a result of the pandemic. It is a crisis that has...
</div>

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        Freehold Investment Management
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        Allan Gray
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          <time datetime="2020-07-13T10:46:53+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">July 13, 2020 10:46</time>
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              2 technology stocks with structural tailwinds
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  Global equity markets had their highest quarterly returns in decades as markets rebounded from the March COVID-19 induced lows. The dramatic recovery was led by...
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          <time datetime="2020-07-13T10:15:25+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">July 13, 2020 10:15</time>
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              Currency risk post COVID and the declining value of a dollar
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  With the ever-evolving post-COVID landscape, some investors see risk and others are seeing opportunity. Whenever there is a pivotal shift in market conditions, there...
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          <time datetime="2020-07-13T09:49:54+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">July 13, 2020 09:49</time>
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              Government bonds are still useful even at the zero lower bound
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  There’s been a fair bit of commentary recently that because interest rates and yields are so low, government bonds no longer have a role in portfolios. The argument...
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          <time datetime="2020-07-13T06:30:16+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">July 13, 2020 06:30</time>
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              Tech and ethical ETFs the solution as Millennials seek growth investments
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  There’s no doubt COVID-19 has been causing a roller-coaster of concern for investors. But Alex Vynokur, BetaShares chief executive officer, says the situation has also...
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          <time datetime="2020-07-12T22:58:05+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">July 12, 2020 22:58</time>
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  It was a big week. A whopping 35 placements were closed, and a tad over $938m of fresh funds made its way through markets.  There were two things on every investor and...
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        InvestorHub
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        <time datetime="2020-07-12T22:58:05+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">July 12, 2020 22:58</time>
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