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          <time datetime="2020-09-03T15:02:35+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">September 03, 2020 15:02</time>
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              Why this market is 33-50% overvalued
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  Are Australian stocks overvalued, fairly valued or undervalued? Leithner &amp; Company, a value investor based in Brisbane, regularly analyses data that shed light upon...
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        Leithner &amp; Company Ltd
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          <time datetime="2020-09-03T14:00:36+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">September 03, 2020 14:00</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%] ">
              Why you can’t afford not to own government bonds
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  It’s all about certainty. People who argue that government bonds are a bad investment often base it on expectations of higher rates, higher inflation or simply that...
</div>

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        Yarra Capital Management
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          <time datetime="2020-09-03T11:57:00+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">September 03, 2020 11:57</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%] ">
              Dividends hiding in plain sight
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Headlines during reporting season have claimed that ‘dividends have slowed to a trickle.’ In reality though, it is cash returns that have slowed to a trickle. Cash...
</div>

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      +26
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">ANZ Group Holdings Ltd</div>
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      <div>
        Plato Investment Management
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        <time datetime="2020-09-03T11:57:00+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">September 03, 2020 11:57</time>
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          <time datetime="2020-09-03T11:23:45+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">September 03, 2020 11:23</time>
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              Why we continue to like Reece Limited
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  The share price of Reece (ASX:REH) – Australia’s biggest supplier of plumbing and bathroom products – has outperformed the broader market for many years....
</div>

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        <time datetime="2020-09-03T11:23:45+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">September 03, 2020 11:23</time>
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          <time datetime="2020-09-03T11:20:29+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">September 03, 2020 11:20</time>
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              Redbubble – A COVID-19 winner with global ambitions
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  With more than six months of COVID-19 disruptions behind us, there have been some clear winners emerging as a result of changes in spending patterns and the shift to...
</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%] ">
              It’s not too early to consider
inflation protection
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  This month we consider whether it is premature to start thinking about inflation protection. The H1 2020 pandemic-led recession has almost certainly secured a low...
</div>

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        LGT Crestone
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              Why India could be the next breeding ground for tech unicorns
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  The Silicon Valley giants are shifting their attention to India as the next big growth market, just as the consumer base and payments ecosystems are reaching critical...
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              SolarEdge: fair value, exceptional growth
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Solar power is now the cheapest form of energy production, second only to wind. Those economics have seen rapid grid defection leading to an increase  in grid power...
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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 new lease on life for this property <span class="whitespace-nowrap">stock?<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">
  In the latest iteration of the Firetrail Analyst Series we dive into an Australian company which we think offers compelling long-term value: Lendlease Group (ASX:LLC)....
</div>

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        Firetrail Investments
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          <time datetime="2020-09-03T07:15:12+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">September 03, 2020 07:15</time>
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              Identifying the winners of the digital revolution
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
   			 				 					While investors have faced a once-in-a-century stumbling block at the hands of COVID-19, the pandemic may prove to be a stepping stone to significant...
</div>

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</span>    </div>
      <div>
        Montaka Global Investments
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            <a class="pre-header-sm lg:pre-header-md uppercase text-primary hover:underline" href="/categories/equities">Equities</a>

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          <time datetime="2020-09-02T17:03:13+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">September 02, 2020 17:03</time>
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              Sunset Strip 2nd September 2020
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Local market backtracked the bash yesterday after deflation data from EU and solid manufacturing data from US. After the opening jostle, local market was chasing the...
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          <time datetime="2020-09-02T15:43:57+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">September 02, 2020 15:43</time>
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              Pointsbet: You&#39;ve got to be in it to win it
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  After a stellar year in 2019, where the share price gained 139%, online betting firm Pointsbet (ASX:PBH) was firmly in the sights of Livewire readers. The stock was...
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              How should investors allocate to government bonds today?
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  The increase in borrowing by governments around the world because of COVID-19 will push budget deficits to well above peak levels during the financial crisis and into...
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              Talk is cheap
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  Over the past few weeks, the RBA has started to change its narrative, suggesting that while negative rates are extremely unlikely, they’re not off the table. They’ve...
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              What will the world look like in 2025?
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  COVID has shifted the global economy’s previous trajectory by forcing governments to engage in costly fiscal stimulus and handicapping industries such as travel....
</div>

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        Platinum Asset Management
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        <time datetime="2020-09-02T06:07:21+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">September 02, 2020 06:07</time>
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