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          <time datetime="2020-10-15T15:45:10+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 15, 2020 15:45</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>Nicholas Moore: Leadership, investing and <span class="whitespace-nowrap">philanthropy<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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  Nicholas Moore had a distinguished 33-year career at Macquarie Group, culminating in his decade long tenure as Chief Executive Officer from 2008 – 2018. It is worth...
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              Are small-mid caps overvalued?
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  At the end of September 2020, The Australian Small Ordinaries Index (XSO) is 95% of the level it achieved at the end of 2019 and 89% of the peak achieved in...
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        Eiger Capital
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  About 15 gigawatts or 63% of Australia’s coal-fired power generation will reach the end of its technical life and is likely to be retired by 2040, according to...
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              East coast infrastructure – still the worst boom ever?
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  One year ago, we published an article titled “East Coast Infrastructure – Worst Boom Ever?”, which highlighted that despite the significant hype behind the...
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        Lennox Capital
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          <time datetime="2020-10-15T10:38:39+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 15, 2020 10:38</time>
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              Will Iluka Resources spin off Deterra?
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  Last year I wrote about the possibility of a spin off of Iluka Resources’ MAC royalty, and how much this asset could be worth as a standalone entity. It appears we...
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  Corporate Travel Management (ASX:CTD) announced last week the US$200 million acquisition of US-based Travel &amp; Transport (T&amp;T) which transforms the company’s North...
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              Navigating volatile markets
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   			 				 					 						The global economy is emerging from a pandemic-led recession in the first half of 2020—the deepest in modern history. While growth in the latest...
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          <time datetime="2020-10-15T09:48:21+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 15, 2020 09:48</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>Australia wins performance race as “a work horse, not a <span class="whitespace-nowrap">racehorse”<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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  Population growth, natural resources and corporate governance mean Australia’s post-COVID snapback will be stronger than that of many peers, says Fidelity...
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          <time datetime="2020-10-15T09:46:40+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 15, 2020 09:46</time>
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              Gold in corrective pattern as markets look to US election
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  The gold price fell by more than 3.50% in US dollar (USD) terms during September, undergoing an overdue correction after the explosive gains seen earlier in the year....
</div>

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          <time datetime="2020-10-15T06:33:02+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 15, 2020 06:33</time>
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              9 keys to successful investing - and why they are more
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  As an investor it’s very easy to get thrown off by the ever-present worry list surrounding investment markets that relates to economic activity, profits, interest...
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        AMP
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          <time datetime="2020-10-14T17:15:08+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 14, 2020 17:15</time>
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              Sunset Strip - 14th October 2020
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  Local market had another aimless negative day with global investors dominating the trade chasing AUDUSD. It started negative on US lead and then recovering through the...
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        Deep Data Analytics
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          <time datetime="2020-10-14T14:49:03+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 14, 2020 14:49</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>Will lower interest rates fix the <span class="whitespace-nowrap">economy?<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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  September delivered a wobble in risk markets combined with growing expectations of further RBA policy support delivering positive returns for fixed income investors....
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        Jamieson Coote Bonds
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          <time datetime="2020-10-14T13:44:31+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 14, 2020 13:44</time>
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              Stay-at-home fitness company set to benefit from growing network effect
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  An impressive growth outlook within the US$4.2 trillion global fitness industry underpins Loomis Sayles’ conviction in this market-leading cycling and running...
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          <time datetime="2020-10-14T12:53:15+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 14, 2020 12:53</time>
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              Welcoming a new Aussie broadband challenger to the ASX
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  For anyone who has followed the ASX telco sector in recent years the challenges presented by the rollout of the Government’s National Broadband Network (NBN) has been...
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        Chester Asset Management
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          <time datetime="2020-10-14T12:45:12+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 14, 2020 12:45</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%] ">
              Nike: a marathon, not a sprint
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Roughly a year ago, we first wrote &#39;On track for a strong performance&#39; about our (then recent) initial investment in Nike. Much has changed since then, but we thought...
</div>

          </div>
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      <div>
        Aitken Investment Management
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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>Paradice: You don&#39;t get many opportunities like <span class="whitespace-nowrap">this<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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  The next four to six weeks have the potential to make or break markets. With speculation regarding a COVID-19 vaccine dominating headlines, how can an investor...
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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 rich vein of quality stocks in a crazy <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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   As a global investor, Ned Bell of Bell Asset Management invests across the board but it’s the small to mid-cap (SMID) space that most excites him. Here he finds a...
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          <time datetime="2020-10-14T09:06:35+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 14, 2020 09:06</time>
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              Sniffing elsewhere for golden value on the ASX
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  The gaze of ASX gold watchers has averted from the exploration minnows to the top end of town, after the stunning ‘merger of equals’ of Northern Star Resources and...
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        Independent Investment Research
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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="2020-10-14T08:30:16+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 14, 2020 08:30</time>
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              Winners and losers in the QE step-up
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  The Reserve Bank of Australia has signalled its intention to more meaningfully utilise the unconventional and controversial monetary policy tool known as quantitative...
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        Wilson Asset Management
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