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          <time datetime="2020-11-05T06:30:17+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 05, 2020 06:30</time>
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              Antipodes eyes cheap growth and beaten down cyclicals
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  It is hard not to be consumed by the constant flow of updates relating to the US Presidential election. So, when I spoke with Jacob Mitchell, the CIO of Antipodes...
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          <time datetime="2020-11-05T06:30:16+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 05, 2020 06:30</time>
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              A chance to find outperformance in a world of 5% returns
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  Investment returns in the order of 5% are the new normal, say fund managers. But of course, this doesn’t have to be the case, especially for those who back the right...
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  Water has always been fundamental to life, and electricity isn’t far behind as a staple of modern existence. Reliable internet access is creeping ever-higher on the...
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          <time datetime="2020-11-04T17:18:48+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 04, 2020 17:18</time>
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              US election making 2020 confusing again
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  Local market was completely confused and volatile before finishing almost flat for the day as US election results came through. The last two days of market optimism...
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          <time datetime="2020-11-04T17:05:14+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 04, 2020 17:05</time>
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              The rate that starts a nation
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  In case you missed it, there was another event on yesterday - one that featured bonds and bankers rather than whips and jockeys.  The RBA had their November meeting...
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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>Have tech stocks lost their <span class="whitespace-nowrap">bite?<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">
   Facebook, Amazon, Apple, Microsoft and Alphabet – the five biggest companies on earth, collectively responsible for 23% of the US market. This is a staggering jump...
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              An opportunity like no other for small caps
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  As the country pulls itself out of a global crisis we see both monetary and fiscal stimulus working overtime, presenting an opportunity like no other for small caps....
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              Why uncertainty isn&#39;t the enemy of investors
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  In this most unpredictable of years, is today the point of maximum uncertainty? As you read these words, the list of things we don’t yet have an answer to is long and...
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        Fidelity International
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          <time datetime="2020-11-04T11:20:33+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 04, 2020 11:20</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%] ">
              Australia 2021: Positioned for outperformance
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  This month, amid the resurgence of offshore virus cases and the imminent US election, we take the time to focus on Australia. We canvass the reasons why we see the...
</div>

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        LGT Crestone
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        Montgomery
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          <time datetime="2020-11-04T09:50:01+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 04, 2020 09:50</time>
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              RBA finally unleashes the bazooka
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  If the RBA cutting rates is the entrée for markets this week, then the outcome of the US election is the main course and dessert rolled into one. Tune in to hear...
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        Yarra Capital 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>Immigration looms as a powerful tailwind for <span class="whitespace-nowrap">property<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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  While residential property prices are traditionally underpinned by interest rates, unemployment and immigration, it is the latter that may be the most significant over...
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          <time datetime="2020-11-03T17:12:53+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 03, 2020 17:12</time>
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              US election - Senate race is just as important as the White House
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  Local market had a surprisingly strong positive day ahead of US election day. It has been clear over the last few days that global investors are moving into Australia...
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              What can we learn from the pioneers of QE?
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  The RBA’s decision to cut interest rates to a record low of 0.1 per cent while announcing a quantitative easing program of $100 billion brings Australia’s central bank...
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        Livewire Markets
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          <time datetime="2020-11-03T11:48:16+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 03, 2020 11:48</time>
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              Nintendo: Switching it up with Innovation
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  Nintendo is a well-known producer of gaming consoles and related software. Founded in 1889 and headquartered in Japan, Nintendo has long been known as a conservative...
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        Platinum Asset Management
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          <time datetime="2020-11-03T10:54:39+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 03, 2020 10:54</time>
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  One of the main observations from this past reporting season relevant to the remainder of 2020 was the unusually high level of noise. This was undoubtedly one of the...
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        Pengana Capital Group
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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%] ">
              The &#39;obvious&#39; trend that many are ignoring
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  At this point, saying that e-commerce is a long-term trend with substantial scope for further consumer adoption feels like stating the blindingly obvious. However, the...
</div>

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      <div>
        Aitken Investment Management
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              Don’t fall for a great story (find great investments instead)
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  <svg class="home_like">
  <use xlink:href="#home_like"></use>
</svg>

  
  
  
</button>


</div>            <div class="flex items-center ml-1">
              <div id="comment-link-46099" data-load-engagement-count-target="comment" data-wire-id="46099" data-position="15960">
    <a
  class="lw-button tertiary_gray xs icon-only "
  href="/wires/don-t-fall-for-a-great-story-find-great-investments-instead#comment_body"
  
  data-controller="
    event 
     
    
    
     
  "
  data-controller="event" data-event-name-value="wire_comment_click" data-event-view-name-value="" data-event-id-value="46099" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;position&quot;:15960,&quot;section&quot;:&quot;latest_feed&quot;}" data-event-ga-category-value="latest_feed" data-event-ga-action-value="wire_comment_click" data-event-ga-label-value=""
  
  
  aria-label=comment
  
  
  
>
  <svg class="home_comment">
  <use xlink:href="#home_comment"></use>
</svg>

  
  
  
</a>

</div>
            </div>
            <div id="wire-listing-stats-46099" data-load-engagement-count-style-value="listing" data-load-engagement-count-target="stats" data-wire-id="46099" data-position="15960" data-style="listing" data-device-type="desktop"></div>
          </div>
        </div>
      </div>
    </div>
    <div class="flex flex-row-reverse">
        <time datetime="2020-11-03T07:00:24+11:00" data-controller="datetime" class="hidden sm:block sm:flex-none order-1 w-36 uppercase pre-header-sm lg:pre-header-md text-darkgray">November 03, 2020 07:00</time>
    </div>
</div>


      </div>
    </div>
</div>

  </div>
</template></turbo-stream>
  <turbo-stream action="update" target="pagination"><template>
    <a rel="next" href="/hotwired/feeds/latest?cache_prefix=latest_wire&amp;cursor=2020-11-03+07%3A00%3A24+%2B1100&amp;last_position=15960"></a>
</template></turbo-stream>
