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          <time datetime="2020-09-17T16:46:46+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">September 17, 2020 16:46</time>
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              Sunset Strip - 17th September 2020
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  Local market had a negative day with global investors dumping Aussie exposure with falling AUDUSD all day long. We could not hold any optimism despite surprisingly...
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      <div>
        Deep Data Analytics
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        <time datetime="2020-09-17T16:46:46+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 17, 2020 16:46</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="2020-09-17T15:40:38+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">September 17, 2020 15:40</time>
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              Be cautious on names linked to a Victorian re-opening
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  Our latest coronavirus research indicates that Victoria’s re-opening targets will be difficult to hit, and very difficult to maintain for long periods of time. ...
</div>

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      <div>
        Economics Uncovered
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          <time datetime="2020-09-17T12:59:52+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">September 17, 2020 12:59</time>
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              Deferred loan repayments are hitting the banks
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  How badly has the COVID-19 pandemic impacted our banks? A quick look at recently released data on hardship-induced loan deferrals tells some of the answer. And it’s a...
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  <div>
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    <div data-controller="tooltip">
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  <div>
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</a></div>

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        <div class="pt-4 pb-4 lg:pb-2 hidden sm:block">
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    <div data-controller="tooltip">
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    <div data-controller="tooltip">
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  <div>
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    <div data-controller="tooltip">
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  <div>
    <a data-controller="event" data-event-name-value="link_click" data-event-id-value="285" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-boq">
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    <div data-controller="tooltip">
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  <div>
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</a></div>

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        <time datetime="2020-09-17T12:59:52+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 17, 2020 12:59</time>
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</div>


      </div>
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              This world…belongs to the strong, my friend!
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  It was the American actor William Redfield playing Dale Harding in the Oscar-winning film ‘One Flew Over the Cuckoo’s Nest’ who put it best. ‘This world… belongs to...
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              How are the various emerging market economies handling Covid-19?
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Throughout Covid-19, much of the attention from a humanitarian and economic perspective has been on advanced economies. Emerging markets are only mentioned in passing...
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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>Tips for using ETFs in an investment <span class="whitespace-nowrap">portfolio<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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  Exchange-traded funds (ETFs) are growing rapidly in popularity among Australian investors. The ~240 ETFs on the ASX hold nearly $70 billion in assets. Of course, not...
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              Office isn’t dead, growth isn’t guaranteed but global &quot;value&quot; is ripe for the picking
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  The enduring defensiveness of property yields; the folly of an unwavering belief in growth; and some promising post-pandemic picks dominated the conversation among...
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          <time datetime="2020-09-17T09:10:36+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">September 17, 2020 09:10</time>
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  Reporting season was a very busy time. Overall, it felt like the fairly low expectations going into the August results were broadly met. One area that was very...
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          <time datetime="2020-09-16T16:57:20+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">September 16, 2020 16:57</time>
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              Sunset Strip - 16th September 2020
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  Local market had a positive day with global investors dominating our market to get exposure to the rising AUDUSD and away from falling USD. All sectors were in the...
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          <time datetime="2020-09-16T15:00:42+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">September 16, 2020 15:00</time>
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              Neglected Asian markets begging for attention
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  In considering the Asian equity market, attention is automatically directed towards the continent&#39;s largest economy - China. And whilst China has attractive qualities,...
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              Internet stocks could favour investors for decades to come
            </h2>
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  Internet companies have gone from strength to strength, dramatically outperforming the broader market year-to-date. We believe that these companies have room for...
</div>

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        Amova AM
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              ServiceNow: mission-critical, with no competition
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  The digital transformation of the enterprise is a long-term trend which is now accelerating as a direct consequence of the COVID-19 pandemic. Privileged business...
</div>

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        Montaka Global Investments
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        Livewire Markets
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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="2020-09-16T09:58:06+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">September 16, 2020 09:58</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%] ">
              Running the recovery gauntlet
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  The global economy is springing back to life following an extraordinarily deep and synchronised contraction between February and April. Activity rebounded impressively...
</div>

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              Small caps turned “Upside Down” as fundamentals fly out the window
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  One of the shows that helped cement Netflix’s popularity as a streaming service is Stranger Things. The science-fiction thriller centres around the rural town of...
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          <time datetime="2020-09-16T09:09:36+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">September 16, 2020 09:09</time>
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  In a victory for the ‘no junk mail’ eco warriors and a blow for an army of 14,000 letterbox walkers, grocer Coles last week ceded to the digital age and stopped...
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        Independent Investment Research
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  Travel businesses were some of the biggest casualties of the global pandemic. Many were dealt a near fatal blow by government restrictions and the closing of State and...
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        Montgomery Lucent Investment Management
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