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          <time datetime="2020-10-14T06:15:10+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 14, 2020 06:15</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>How this market animal hunts <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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   For David Allingham of Eley Griffiths Group (EGG), investing isn’t about achieving some delicate balance of value or growth stocks. It’s all about finding amazing...
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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>Australia&#39;s Budget - Frydenberg&#39;s Sugar Hit | Webinar &amp; <span class="whitespace-nowrap">Podcast<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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  With Frydenberg&#39;s recent announcement of Australia&#39;s Budget, we thought it prudent to schedule a special episode of the investment webinar today, in which Nucleus...
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              Don&#39;t try and fight someone who owns a printing press
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  The global economy is in recession. Despite this, risk assets have rallied sharply since the March crash, driven by central banks’ aggressive, unprecedented monetary...
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              An underappreciated threat to the global economic system
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  One of the more noteworthy developments in financial markets over the past few months has been the precipitous slide of the US dollar. As measured by a basket of major...
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        Janus Henderson
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              The pioneering investor you&#39;ve never heard of
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  Henrietta Howland (“Hetty”) Green (1834-1916) exemplifies the practice of investment that Benjamin Graham pioneered in the 1930s, Warren Buffett has advocated since...
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        Leithner &amp; Company Ltd
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        Koda Capital
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          <time datetime="2020-10-13T09:23:43+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 13, 2020 09:23</time>
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              Weapons of capital preservation
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  Global equity markets had another positive quarter, continuing to build on the strong recovery from the COVID-19 lows in March. A flattening of the COVID infection...
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        Munro Partners
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          <time datetime="2020-10-13T08:42:16+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 13, 2020 08:42</time>
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  COVID-19 has turned investors’ attention to healthcare stocks, many of which have reached record highs of late. While these types of stocks provide essential goods and...
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              Real estate and COVID-19: an update
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        Real estate - still missing out on the recent recoveryIn June, we provided an update on the real estate market and some early observations regarding the impact...
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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 beaten down sectors (and if now&#39;s the time to <span class="whitespace-nowrap">buy)<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 ramifications of Covid-19 have been felt across economies around the globe, however, it has become evident that not all sectors have been treated equally. With...
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Commonwealth Bank of Australia</div>
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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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              2020 Australian Federal Budget - infrastructure commentary
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  In the 2020 Federal Budget, the Commonwealth Treasurer announced an additional A$10bn in funding for infrastructure projects over the next four years, increasing the...
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      <div>
        4D Infrastructure
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          <time datetime="2020-10-12T16:55:57+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 12, 2020 16:55</time>
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              Sunset Strip - 12th October 2020
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  Local market was aimless most of the day despite the optimism in Chinese markets before getting jammed up in the last hour by global investors chasing a stronger...
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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>Snap, crackle, pop! A brief history of <span class="whitespace-nowrap">bubbles<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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  A 500-bagger like Microsoft of 20 years ago; the 800-times growth of Fortescue during the Aussie mining boom; Facebook and Google unicorns: investors holding out for...
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          <time datetime="2020-10-12T10:00:22+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 12, 2020 10:00</time>
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              Someone is going to pay for this: Cold War 2.0 sees a new front emerge.
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  Donald Trump has shrugged off CV19 in the space of days. Something that will only add to his aura for his supporters but apart from his return to health, and the...
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            <a class="pre-header-sm lg:pre-header-md uppercase text-primary hover:underline" href="/categories/investment-theme">Investment Theme</a>

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          <time datetime="2020-10-12T09:34:07+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 12, 2020 09:34</time>
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              A key to long-term success
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  The Environmental, Social and Governance (ESG) movement is now more significant than ever. In today’s current climate investors choose companies based on these...
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  Money supply has ballooned the most in peacetime history, outstripping the closest comparison of the GFC in 2008-2009. As government stimulus measures bypass banks and...
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        Lazard Asset Management
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          <time datetime="2020-10-10T21:19:10+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 10, 2020 21:19</time>
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              The end finally appears near for NABHA holders
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  After 21 years, long suffering NABHA holders can finally see the end of their bumpy journey. Whilst NABHA holders have received what was required from their...
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        Narrow Road Capital
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