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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="2020-08-18T17:34:39+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 18, 2020 17:34</time>
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              Could Trump be right about... ethical investing???
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  Many of you will have seen Trump&#39;s announcement essentially trying to prevent pension funds from considering ethical issues for investing. To quote The...
</div>

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        Nucleus Wealth
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        <time datetime="2020-08-18T17:34:39+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">August 18, 2020 17:34</time>
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          <time datetime="2020-08-18T11:56:14+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 18, 2020 11:56</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%] ">
              Retail REITs still look cheap
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  COVID-19 battered retail real estate names as tenants were forced into lockdown and activity was halted. It also compressed social trends that ordinarily would have...
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        Tyndall AM
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          <time datetime="2020-08-18T07:56:38+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 18, 2020 07:56</time>
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              Who can mass produce vaccines?
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  The partnership between the University of Oxford and AstraZeneca is a leading candidate to develop a potential vaccine for COVID-19. If this proves successful, it will...
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        India Avenue
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          <time datetime="2020-08-18T06:45:13+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 18, 2020 06:45</time>
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              Don’t fear negative yielding bonds in a portfolio
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  High grade sovereign (or government) bonds remain as relevant as ever in an uncertain and complex market environment. Today’s bond yields are indeed low, and some...
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        Jamieson Coote Bonds
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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>Digging for gems in the commodities <span class="whitespace-nowrap">market<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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  At a high level, the commodities sector appears to be a bright spot in a market ravaged by the pandemic. The S&amp;P/ASX Metals &amp; Mining Index has advanced 7%...
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        <time datetime="2020-08-18T06:30:28+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">August 18, 2020 06:30</time>
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          <time datetime="2020-08-17T17:36:13+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 17, 2020 17:36</time>
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  Being one of Livewire readers’ 10 most tipped big caps, technology company Altium (ASX:ALU) has high hopes among our audience. The company rounded off FY 2020 with...
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  The concept for this article has been unashamedly stolen from Warren Buffet although it has been given an Australian flavour. He expounded the US version in a speech...
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              Short-term sugar hit for banks
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  Welcome to the second episode of &#39;4-minute Monday&#39;, a special series from Nikko AM built around ASX reporting season. Each Monday, I sit down with the team and...
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          <time datetime="2020-08-17T15:18:10+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 17, 2020 15:18</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%] ">
              Uncertain times and extraordinary markets
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  As the world grapples with COVID-19 and the worst economic downtown since the Great Depression, global stock markets surpass all-time highs.  These conflicting...
</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 sweet spot of credit
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Even before the COVID-19 pandemic rocked global financial markets, Australia was on its way to join the lower yield world. Now, Australian investors in search of...
</div>

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        Ares Wealth Management Solutions
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          <time datetime="2020-08-17T11:34:05+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 17, 2020 11:34</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%] ">
              What to watch in A-REIT results
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  The focus of this reporting season will be on free-cash-flow and the valuation impact on REITs due to COVID-19.  The market will look for clarity on various treatments...
</div>

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        Pengana Capital Group
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  Small companies can grow faster and deliver better returns than their bigger colleagues. It makes sense that a small company has the ability to disrupt an industry or...
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  Over recent months, market sentiment has swung from pure panic in March, bargain hunting and speculation (particular from first-time retail investors) in April and...
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        Pengana Capital Group
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          <time datetime="2020-08-17T09:53:42+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 17, 2020 09:53</time>
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              Tubthumping (I Get Knocked Down)
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  More commonly remembered by its lyrics, the 1997 song ‘Tubthumping’ by British band Chumbawamba topped charts globally, becoming an international hit. The single was...
</div>

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          <time datetime="2020-08-17T09:31:49+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 17, 2020 09:31</time>
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  Shareholders in Australia’s largest bank, the Commonwealth Bank of Australia, would have been relieved to read that the bank has delivered a decent full-year result –...
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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 sustainable growth stock that is not well <span class="whitespace-nowrap">understood<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">
  Growth in data consumption is a long-term trend that has accelerated and become more entrenched in 2020. There are multiple ways to invest in this trend with the...
</div>

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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              Could Apple be a casualty in the Trump-WeChat tussle?
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  On Friday, 6th August, President Trump issued two executive orders banning U.S. transactions  from WeChat, the Chinese ‘uber’ app owned by Chinese technology giant,...
</div>

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          <time datetime="2020-08-17T06:30:16+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 17, 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>Fund in Focus: Metrics Direct 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">
  Following the Global Financial Crisis, there were limited alternatives to banks for Australian companies aiming to access financing. As one of the leading non-bank...
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          <time datetime="2020-08-15T12:39:18+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 15, 2020 12:39</time>
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              Company directors: if you can’t stand the heat, get out of the kitchen
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  In recent years, the lobby group for directors of large companies has been increasingly whingeing about various avenues for company directors to be held accountable....
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          <time datetime="2020-08-15T05:55:32+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 15, 2020 05:55</time>
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              Getting active with passive (beta)
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   In the AFR this weekend I write that a reasonable proposition might be to suggest that in the modern history of humanity, asset prices have never been more distorted...
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        Coolabah Capital
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