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          <time datetime="2020-07-17T11:25:32+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">July 17, 2020 11:25</time>
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              US Banks Showcase Resilience - Part 2
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  As earnings season kicked off this week, the US banks were in the spotlight amid what is likely to be the worst quarter of economic activity in modern history. This...
</div>

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        Kauri Asset Management
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          <time datetime="2020-07-17T10:41:16+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">July 17, 2020 10:41</time>
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              Vaccines the next regime change for markets
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  In the AFR today I write that the next big pivot-point for markets in the months ahead will likely be the advent of vaccines. To read the full column click here or AFR...
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      <div>
        Coolabah Capital
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          <time datetime="2020-07-17T08:00:26+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">July 17, 2020 08:00</time>
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              Calidus poised for re-rating as it moves into development phase at Pilbara gold project
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  Calidus is trading at just a fraction of the valuation being applied to gold producers – but it stands to close the gap as it begins construction of its Warrawoona...
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              Will the Pandemic Change our Spending Habits Long Term?
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  In response to the global pandemic, we have altered our behaviour in innumerable ways. Enforced social distancing and isolation measures caused changes to our patterns...
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        Platinum Asset Management
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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>Fund in Focus: Freehold Debt Income <span class="whitespace-nowrap">Fund<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">
  Over the last decade Australian banks have been steadily retreating from the real estate lending market. This gap has created an opportunity for private lenders to...
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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 of the best performing growth <span class="whitespace-nowrap">stocks<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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  Amid a pandemic ripping through equity markets, there are a set of stocks which quickly developed herd immunity and eliminated the virus from their growth trajectory...
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          <time datetime="2020-07-16T16:37:50+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">July 16, 2020 16:37</time>
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              Investment value in the residential markets
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  From 2012-17 MP Funds Management provided investment funding for 20 or so residential projects The strong market fundamentals and the lack of competition, particularly...
</div>

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        MP Group International
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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>Fund In Focus: TMS Capital High Conviction <span class="whitespace-nowrap">Fund<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 investment industry is filled with complicated jargon and difficult-to-understand strategies. But at TMS Capital, we have a simple philosophy – share prices tend...
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        TMS Private Wealth
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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 changing face of leveraged investing in <span class="whitespace-nowrap">Australia<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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  Products like margin loans and contract for difference (CFDs) may have been the traditional face of leveraged and inverse investing, but the emergence of leveraged and...
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              Why oil will outperform iron ore
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  Even with the bounce of more than 100% from March lows to USD43/bbl, oil prices reflect a more realistic view of the difficulty restoring economic activity to...
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        Merlon Capital
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              Stimulus Fuels Breakdown Between Markets and Economic Reality
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  The global economy has only just commenced its recovery from the depths of the largest economic setback in modern history, yet stock markets have bounced strongly from...
</div>

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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 growing wealth divide
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    One source of inequality is the wealth divide across the world. Wages have been stagnant while asset prices have been ballooning, resulting in the asset owners (the...
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          <time datetime="2020-07-16T08:54:11+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">July 16, 2020 08:54</time>
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              Bond market - V looks W shaped to me
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  Following on from our assessment a month ago about the likely path of a post COVID-19 recovery, we update the recent macro data and look at bond market options.  ...
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        FIIG Securities
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  La Samaritaine department store in Paris that was founded in 1870 is of such majestic art deco and art nouveau styling it was declared a national monument in 1990. The...
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        Magellan Investment Partners
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          <time datetime="2020-07-16T07:00:27+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">July 16, 2020 07:00</time>
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              “Guochao”: The rise of homegrown Chinese labels
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   “Guo” stands for country, “Chao” taken from “Chao Liu,” meaning fashionable. Combined - “Guochao” in China, has become a buzzword ever since domestic sportswear brand...
</div>

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        Mirae Asset Management
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          <time datetime="2020-07-16T06:30:16+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">July 16, 2020 06:30</time>
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              The fiscal cliff is more likely to be a fiscal slope
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  The thought of various government support measures expiring in the months ahead, causing some sort of fiscal cliff over which economies and share markets will plunge,...
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  Five years of managing the FNArena-Vested Equities All-Weather Model Portfolio has triggered a reflection upon experiences and errors made. Below are my seven...
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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 possible predictions to end the <span class="whitespace-nowrap">year<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">
  2020 has not been an easy year to manage so far, with COVID accelerating our longer term thinking − that many economies would have little choice but to continue to cut...
</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>(Il)liquidity in credit <span class="whitespace-nowrap">markets<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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  Very few people actually understand liquidity in credit (or non-government bond) markets. Many express opinions on the subject of credit liquidity and, for example,...
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        Coolabah Capital
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          <time datetime="2020-07-15T10:43:05+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">July 15, 2020 10:43</time>
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              Black swans, white swans and very boring swans
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         Just about every day, someone, somewhere, makes a prediction of economic disaster with perfect logical arguments for its imminence. It&#39;s a fact that economic...
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        Blue Oceans Capital
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