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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="2020-11-25T14:44:57+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 25, 2020 14:44</time>
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              Brexit – are we there yet?
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  It’s been a blessed few months since I last wrote about Brexit. Unfortunately, however, with it once again reclaiming newspaper headlines, Brexit can no longer be...
</div>

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      <div>
        Principal Asset Management
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            <a class="pre-header-sm lg:pre-header-md uppercase text-primary hover:underline" href="/categories/equities">Equities</a>

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          <time datetime="2020-11-25T14:09:45+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 25, 2020 14:09</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 ">
              Bigger is better? A simple investment tool for a simple message
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  It can be very easy to ‘fall in love’ with particular stocks. Investors do it all the time, ignoring individual stock valuations and following the herd into the most...
</div>

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</a>      </div>
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      <div>
        PM Capital
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        <time datetime="2020-11-25T14:09:45+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 25, 2020 14:09</time>
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          <time datetime="2020-11-25T12:19:28+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 25, 2020 12:19</time>
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full ">
              10 stocks riding the rotation
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  The positive news regarding the effectiveness of both Pfizer and Moderna’s vaccines against Covid-19 are exceptionally good news for the world. With many more...
</div>

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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Idp Education Ltd</div>
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              Is it time to look at India again?
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  Global challenges may just be a temporary setback for India, which is forging ahead with growth plans. Investors considering emerging markets for diversification are...
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          <time datetime="2020-11-25T11:00:28+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 25, 2020 11:00</time>
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  Economic cycle background Ray Dalio has a series of explanatory videos that talk about debt cycles and in particular the contrast between a short debt cycle and a long...
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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>Uncovering big opportunities in small <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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  The doom and gloom associated with 2020 has grabbed a lot of attention but investors are missing the case for optimism, argue Catriona Burns and Nick Healy from Wilson...
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          <time datetime="2020-11-25T09:28:55+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 25, 2020 09:28</time>
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              Five technology trends to watch
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  Several trends in technology have accelerated as both corporations and consumers adapt to a new world in the wake of the COVID-19 pandemic. We discuss five trends that...
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  Apart from a couple of oil-related spikes, you have to go back 30 years to find inflation consistently above 5pc. Since the early 1990s, consumer prices have risen...
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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>Volatility: Only a risk for the <span class="whitespace-nowrap">unprepared<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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  “Risk-adjusted returns”. That’s one of the more common phrases you will see on fund manager websites. It is, after all, what we are all trying to do: maximise returns...
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              Market optimism ignoring economic reality
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Local market had another positive day with global macro currency trade driving all sectors green. Global investors were chasing the rising AUDUSD with Energy and Banks...
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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>Votes, vaccines and a re-emerging world for <span class="whitespace-nowrap">investors<svg xmlns="http://www.w3.org/2000/svg" width="24" height="24" viewBox="0 0 24 24" fill="none" id="embed_podcast" class="inline-block align-middle group-hover:underline w-6 h-4 lg:h-6 ml-2">
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  In this episode of Magellan - In the Know, as a new and very different president-elect prepares to enter the White House, and as vaccine hopefuls emerge to suppress...
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              Ampol buy-back a fill-up for retirees
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  On Monday 23rd November, Ampol (formally known as Caltex) announced a $300m off-market buy-back after finalising its property transaction where it raised $635m after...
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        Plato Investment Management
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          <div class="sm:flex-grow">
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              Why holding good quality stocks matters
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Quality is one of the key aspects in Investors Mutual’s investment decision-making process. In this article, we discuss why we focus on quality, the factors we...
</div>

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</a></div>

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  <div>
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          <time datetime="2020-11-24T14:02:58+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 24, 2020 14:02</time>
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  It would be difficult to read the business news or spend five minutes in front of your Bloomberg terminal without seeing their names. Both companies have been in...
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          <time datetime="2020-11-24T10:52:47+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 24, 2020 10:52</time>
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        Maple-Brown Abbott
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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>GM is about to surprise <span class="whitespace-nowrap">everyone<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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    GM entered bankruptcy in 2009, suffering from decades of misguided management attempts to remain one of the largest auto companies in the world. This goal led to...
</div>

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          <time datetime="2020-11-24T09:22:41+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 24, 2020 09:22</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>Chris Andrews - Returns from disciplined lending (La Trobe <span class="whitespace-nowrap">Financial)<svg xmlns="http://www.w3.org/2000/svg" width="24" height="24" viewBox="0 0 24 24" fill="none" id="embed_podcast" class="inline-block align-middle group-hover:underline w-6 h-4 lg:h-6 ml-2">
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            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
   In this episode, David speaks with Chris Andrews, the Chief Investment Officer at La Trobe Financial. La Trobe Financial manages a book of mortgage-backed loans on...
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