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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="2020-10-20T11:24:51+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 20, 2020 11:24</time>
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              What if we get a vaccine?
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  Our global pharmaceutical team is confident there will be a positive Phase 3 testing result from at least one of the four major trials by the end of the year after...
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    alt="Andrew McAuley"
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        Credit Suisse
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          <time datetime="2020-10-20T11:00:22+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 20, 2020 11:00</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%] ">
              A focus on endowment-style investing
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  In theory, the goals of all investors are founded on the same underlying principle—to maximise returns for the risk that they are willing to bear, or to maximise...
</div>

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        LGT Crestone
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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="2020-10-20T10:00:22+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 20, 2020 10:00</time>
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  With interest rates heading to zero, keeping your money in the bank has become a poor way to increase – or even preserve – your wealth. A better strategy, I believe,...
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Investing in ‘ten-baggers’, much loved by Peter Lynch, is easy to say but hard to do. We prefer to start by avoiding the losers, the bottom 20%. I show in this wire...
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        Aoris Investment Management
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        Airlie Funds Management
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              Profit can save the planet
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  The profit motive is often considered negative for the planet given that we&#39;ve been using resources faster than they can be replenished. But it can also work the other...
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  High inflation seems to be a topic befitting of an ancient economics history syllabus. It’s hard to remember when sustainably rising consumer prices were an issue....
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              Sunset Strip - 19th October 2020
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  Local market started positive with global investors chasing AUDUSD higher for the first two hours and then faded slightly to finish a positive day on weak volume. The...
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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>What we can learn from G8 <span class="whitespace-nowrap">Education<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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  COVID-19 has wreaked havoc on all our lives and parents in particular have found it challenging. With childcare centres shutting early in the piece, parents were not...
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              Our approach to maintaining durable income
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  The new environment of zero rates and higher credit market volatility calls for a new approach to durable income investing—one that can go anywhere, but remains...
</div>

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          <time datetime="2020-10-19T13:23:18+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 19, 2020 13:23</time>
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              This bricks and mortar retailer will continue to thrive post-pandemic
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  As the pandemic accelerates the shift to online shopping, investors have favoured those retailers with superior e-commerce capabilities as the winners in a...
</div>

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</span>    </div>
      <div>
        Claremont Global
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          <time datetime="2020-10-19T12:27:21+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 19, 2020 12:27</time>
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          <div class="sm:flex-grow">
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              Actively managed small caps are a core portfolio holding
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  We have chosen the 5-year anniversary of the Flinders Emerging Companies Fund to review the performance of active managers in the Australian Small Cap sector.  It is...
</div>

          </div>
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  <div id="profile-link" class="text-heavy-sm md:text-heavy-md text-darkestgray">
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        <span data-controller="event" data-event-name-value="link_click" data-event-view-name-value="summarized_longform_wire_view" data-event-id-value="33679" data-event-statisticable-value="profile" data-event-custom-data-value="{&quot;position&quot;:16092,&quot;section&quot;:&quot;latest_feed&quot;}" data-event-ga-category-value="Homepage Latest Feed" data-event-ga-action-value="link_click" class="mr-1">Andrew Mouchacca</span>
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        Flinders Investment Partners
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  </div>
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              Aussie pharma stocks running long race to a COVID cure
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Picture 8,000 Boeing 747s crammed with glass vials and syringes – no, it isn’t a novel solution to airlines’ COVID woes, but a stark illustration of the logistical...
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  Finding yield isn’t the problem for investors – even in these tough times. Identifying sustainable sources is the nub of the problem, says Elanor Investors Group’s...
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  With the COVID-19 pandemic continuing to disrupt economies and markets, investors are in uncharted territory, but the traditional benefits of a broad opportunity set...
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          <time datetime="2020-10-19T09:29:27+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 19, 2020 09:29</time>
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  Sitting on the desk of Reserve Bank of Australia Governor Philip Lowe most days when he arrives at work are letters from the public. Many are from retirees who have...
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        Magellan Investment Partners
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  While it’s already had a significant impact, the Australian technology story is only just beginning, and many innovative businesses are poised to take on the world....
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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>Two good reasons to consider going short in Aussie <span class="whitespace-nowrap">equities<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 Australian market is uniquely concentrated. The top end of the index is dominated by a few big companies, and that’s supported by a long tail of small positions....
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          <time datetime="2020-10-18T19:14:12+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 18, 2020 19:14</time>
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              Two key amendments to Shane Oliver’s “9 keys to successful investing”
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  Shane Oliver’s recent article (9 keys to successful investing - and why they are more important than ever amid COVID, 15 October) summarises “nine key things for...
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