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          <time datetime="2020-09-16T06:44:26+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">September 16, 2020 06:44</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>Why this manager is avoiding today’s ‘hot’ <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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  When the pandemic hit, there was a number of companies that garnered more attention than others. Consider Zoom, which now has a market cap of $US85 billion – $US10...
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          <time datetime="2020-09-15T17:28:58+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">September 15, 2020 17:28</time>
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              Getting the best of both worlds
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  Whether it’s value and growth, or income and total returns, the ‘best of both worlds’ was on offer from the three fund managers presenting in the morning session of...
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          <time datetime="2020-09-15T16:42:29+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">September 15, 2020 16:42</time>
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              Sunset Strip - 15th September 2020
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Local market had another volatile day but this one went nowhere. Best sectors were property and tech while the worst were energy and banks. Gold has had a few good...
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      <div>
        Deep Data Analytics
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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="2020-09-15T16:08:02+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">September 15, 2020 16:08</time>
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              COVID economic indicators - side effects or sectoral balances?
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
         We are in the midst of a one-in-100-year pandemic, and unemployment has reached levels not seen since the Great Depression. And while market observers continue...
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      <div>
        Quay Global Investors
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          <time datetime="2020-09-15T15:24:05+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">September 15, 2020 15:24</time>
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              Sunday visit to a Reject Shop secret weapon
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  I jumped in the car and made my way to The Reject Shop store in Rockdale, southern Sydney. It might appear to be just another shop in a network of more than 350...
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        Eley Griffiths Group
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        <time datetime="2020-09-15T15:24:05+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">September 15, 2020 15:24</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>Megaport CEO on displacing the public <span class="whitespace-nowrap">internet<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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  Global network provider Megaport (ASX:MP1) has been a key beneficiary of the shift to working from home, connecting organisations to the cloud, getting an extra kick...
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              The best value stock to own is a growing value stock
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  In 2020 growth has been the only game in town. Zero interest rates and quantitative easing (QE) forever are sending value managers to the slaughterhouse. If you are...
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              3 reasons to love unlisted assets
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Private equity appeals to perhaps more investors than ever, given historically low interest rates, flattening of fixed income yields and COVID’s crushing of stock...
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        Livewire Markets
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          <time datetime="2020-09-15T12:20:59+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">September 15, 2020 12:20</time>
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              The US senate result could reverberate for decades
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Mitch McConnell became senate majority leader in 2015 when Republicans regained control of the 100-strong chamber. Perhaps the most famous comment of this unflamboyant...
</div>

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        Magellan Investment Partners
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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>This is the eye of the <span class="whitespace-nowrap">storm<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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  Western countries continue to face problems with high debt burdens, ageing demographics, and automation. These problems have been exacerbated by COVID, and they&#39;re not...
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              How to find the next CSL of fund managers
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  We all wish we had invested in CSL back in the float. Investors that did the legwork involved in finding and then backing the opportunity at its listing in 1994, would...
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        Lucerne Funds Pty Ltd
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          <time datetime="2020-09-15T06:30:16+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">September 15, 2020 06:30</time>
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              Property investing: Why U.K. housing may give Aussies a boost
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  Australian property investors are accustomed to negative yields – giving rise to our love affair with negative gearing. But the opposite is true in the U.K.’s major...
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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>Rotate or stay? Playing the small cap rally’s next <span class="whitespace-nowrap">phase<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">
  Since the market bottomed in late March, the S&amp;P/ASX Small Ordinaries Index has soared over 40%. However, it&#39;s evident that the rebound is thus far two-tiered in...
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          <time datetime="2020-09-14T17:01:36+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">September 14, 2020 17:01</time>
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              Sunset Strip - 14th September 2020
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  Local market had a volatile day that went almost nowhere before the big macro trade in the last hour jammed up the big three sectors to finish a positive day. Best...
</div>

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              3 infrastructure strategies tipped to catch the COVID snap-back
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Power companies are boring but critical; water is a liquid asset with a solid outlook; and mid-sized infrastructure opportunities are on the rise, say a trio of...
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        Livewire Markets
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          <time datetime="2020-09-14T14:55:33+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">September 14, 2020 14:55</time>
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              There may be trouble ahead…
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  But while there’s moonlight and music, and love and romance,  let’s face the music and dance… That’s kind of how it feels at the moment as we head into the later part...
</div>

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        State Street Investment Management
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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%] ">
              2 property trusts offering reliable income
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  While many banks and industrial companies are reducing or cancelling their dividends altogether this year, Australian Real Estate Investment Trusts (AREITS) still...
</div>

          </div>
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        <div class="pt-4 pb-4 sm:hidden">
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    <div data-controller="tooltip">
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  <div>
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Charter Hall Group</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:CHC</div>
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</a>    <div class="px-4 mt-0.5">
      <div class="flex items-center py-4 border-t border-light">
        <div class="flex-grow text-darkestgray text-bold-sm" id="followed-count-stock_code-475">
            Followed by<span class="font-bold text-gray-700"> 125 </span>people
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          <div 
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  data-load-engagement-count-target="follow"
  data-followable-type="stock_code"
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    <div class="h-0 w-full flex justify-center">
      <div class="border-6 border-tooltipDownArrowLight"></div>
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  </div>
</div>

    <div data-controller="tooltip">
  <a aria-label="COF" data-controller="event" data-event-name-value="link_click" data-event-id-value="45588" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-cof">
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  <div class="flex items-center gap-2">
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</a>  <div class="hidden" data-tooltip-target="content">
    <div class="w-80 rounded-md overflow-hidden shadow-horver-card border border-light">
  <div>
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</a>    <div class="px-4 mt-0.5">
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      +5
</a></div>

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        <div class="pt-4 pb-4 lg:pb-2 hidden sm:block">
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  <a aria-label="AVN" data-controller="event" data-event-name-value="link_click" data-event-id-value="45588" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-avn">
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  <div class="flex items-center gap-2">
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</a>  <div class="hidden" data-tooltip-target="content">
    <div class="w-80 rounded-md overflow-hidden shadow-horver-card border border-light">
  <div>
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</a>    <div class="px-4 mt-0.5">
      <div class="flex items-center py-4 border-t border-light">
        <div class="flex-grow text-darkestgray text-bold-sm" id="followed-count-stock_code-267">
            Followed by<span class="font-bold text-gray-700"> 70 </span>people
        </div>
          <div 
  class="follow-stock-code-267-stock-code-tooltip-hovercard"
  data-load-engagement-count-target="follow"
  data-followable-type="stock_code"
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    <div class="h-0 w-full flex justify-center">
      <div class="border-6 border-tooltipDownArrowLight"></div>
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  </div>
</div>

    <div data-controller="tooltip">
  <a aria-label="CHC" data-controller="event" data-event-name-value="link_click" data-event-id-value="45588" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-chc">
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  <div class="flex items-center gap-2">
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</a>  <div class="hidden" data-tooltip-target="content">
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  <div>
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Charter Hall Group</div>
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</a>    <div class="px-4 mt-0.5">
      <div class="flex items-center py-4 border-t border-light">
        <div class="flex-grow text-darkestgray text-bold-sm" id="followed-count-stock_code-475">
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          <div 
  class="follow-stock-code-475-stock-code-tooltip-hovercard"
  data-load-engagement-count-target="follow"
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</div>

    <div class="h-0 w-full flex justify-center">
      <div class="border-6 border-tooltipDownArrowLight"></div>
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  </div>
</div>

    <div data-controller="tooltip">
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>
  <div class="flex items-center gap-2">
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</a>  <div class="hidden" data-tooltip-target="content">
    <div class="w-80 rounded-md overflow-hidden shadow-horver-card border border-light">
  <div>
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      <div class="flex items-center py-4 border-t border-light">
        <div class="flex-grow text-darkestgray text-bold-sm" id="followed-count-stock_code-2574">
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  data-load-engagement-count-target="follow"
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      <div class="border-6 border-tooltipDownArrowLight"></div>
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  </div>
</div>

    <div data-controller="tooltip">
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</a>  <div class="hidden" data-tooltip-target="content">
    <div class="w-80 rounded-md overflow-hidden shadow-horver-card border border-light">
  <div>
    <a data-controller="event" data-event-name-value="link_click" data-event-id-value="870" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-gmg">
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</a>    <div class="px-4 mt-0.5">
      <div class="flex items-center py-4 border-t border-light">
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          <div 
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  data-load-engagement-count-target="follow"
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</div>

    <div data-controller="tooltip">
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  <div class="flex items-center gap-2">
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  <div>
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          <div 
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    <div class="h-0 w-full flex justify-center">
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  </div>
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        Livewire Markets
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              Building a Portfolio with Resilience in Mind
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  Resilience /rɪˈzɪlɪəns/ noun 1. The capacity to recover quickly from difficulties; toughness. “the often remarkable resilience of so many Australian institutions” 2....
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Perennial Better Future Active ETF</div>
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        eInvest
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          <time datetime="2020-09-14T12:20:39+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">September 14, 2020 12:20</time>
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  Online businesses applications, portals and websites have been the way to do business leading into 2020 and with the pandemic taking over our lives this has thrown new...
</div>

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        India Avenue
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