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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="2020-12-11T11:27:49+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">December 11, 2020 11:27</time>
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              Investors favour market timing in volatile times
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  Major market disruptions and radical uncertainty have characterised 2020. We were interested to see how this environment of extreme volatility and uncertainty has...
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        PIMCO
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          <time datetime="2020-12-11T10:29:54+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">December 11, 2020 10:29</time>
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              Why we think healthcare will continue to run
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  Healthcare stocks experienced both highs and lows in 2020, with the sector declining in March as the COVID-19 pandemic took hold, then rallying as the...
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        Janus Henderson
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          <time datetime="2020-12-11T10:22:36+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">December 11, 2020 10:22</time>
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              2 Aussie companies running their own race
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  If COVID-19 has demonstrated anything, it’s the importance of owning high-quality companies that can run their own race. These are companies that are able to perform,...
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        First Sentier Investors
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          <time datetime="2020-12-11T09:42:47+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">December 11, 2020 09:42</time>
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              Where to hunt for value when the big beasts have fallen
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  A household-name Korean company delivering 150 million doses of COVID vaccine and a Russian bank rank among the most appealing opportunities for 2021, says RWC...
</div>

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        Livewire Markets
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          <time datetime="2020-12-11T08:50:07+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">December 11, 2020 08:50</time>
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              Gold stocks which missed 2020 party may be next year’s winners
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  Gold Road and Breaker among those seen as having potential to play catch-up. And TNG is also chasing a re-rating as its FID looms. The gold stocks aren’t exactly...
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              7 Rules for financial success: a primer to investing in your 20s and 30s
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  Investing as a younger person can be a daunting proposition, with other competing priorities taking precedence. In this piece, we distill 7 principles that any...
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        Datt Capital
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              How to ride the clean power surge
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  As natural resources equity investors, we believe the clean energy transition and its impact on materials demand should not be overlooked. This is a global, multi-year...
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      <div>
        Janus Henderson
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              A global marketplace leader you&#39;ve never heard about
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  November was a wild month in global markets between the conclusion of the US election and multiple rounds of good news regarding vaccines for Covid. We welcome the end...
</div>

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      <div>
        Lakehouse Capital
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</div>

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          <time datetime="2020-12-11T06:30:13+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">December 11, 2020 06:30</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>Where these fundies still see <span class="whitespace-nowrap">value<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">
  With vaccines on the way, a settled election and the index returning to its February 2020 highs there has been a lot of good news for markets recently. However, making...
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              2021 could be the year the narrative changes
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Covid-19 dominated the headlines in 2020, but it should also be remembered for the Reserve Bank of Australia embracing an assortment of avant-garde actions. In many...
</div>

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        Montgomery Investment Management
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          <time datetime="2020-12-10T13:00:15+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">December 10, 2020 13:00</time>
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              Vaccine rollouts create valuation gaps for investors
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Markets have yet to price in a global growth recovery. If vaccine deployment is successful, investors can expect a bounce in select stock markets, currencies and...
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              Emerging market equities find support
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Confidence is growing in the outlook for emerging markets. Over the last month of bumper returns for most risky asset classes, emerging markets excluding China have...
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  Clean energy and avoidance of fossil fuels are perhaps the first things that spring to mind when thinking about environmental, social and governance investing. And...
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  Toll roads and gas companies are the pick of infrastructure stocks into 2021, said Magellan head of infrastructure and portfolio manager Gerald Stack. He also revealed...
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              The Path to Whiskey Riches
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  Lark Distilling Co. (LRK), founded in 1992 and formerly known as Australian Whiskey Holdings (AWY), is the owner of the Lark Distillery in Tasmania. Lark was the first...
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          <time datetime="2020-12-10T07:45:10+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">December 10, 2020 07:45</time>
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              Known unknowns add to the uncertainty
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  We believe that there are a number of unknowns impacting market sentiment today, and finding those investments that balance returns with doing the right thing is not...
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        Fidelity International
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              Contemplate losing money to make money
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  With the ASX 200 up 10% in November alone and the Dow briefly cracking 30,000 points, investors seem “off to the races” (okay, perhaps that’s a bit premature!). Awash...
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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>Why ASX hybrids are likely to perform <span class="whitespace-nowrap">strongly<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 major banks’ ASX hybrids are expected to perform strongly in the period ahead as their credit spreads compress back to pre-COVID levels and we move past a torrent...
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              How to position your portfolio for a post-COVID boom
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  The good news on COVID-19 vaccines strengthens the case for a global equities boom in 2021.  But where will the biggest gains be found?  In beaten-down cyclicals,...
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        Montgomery Investment Management
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              The outlook for Australian Equities in 2021
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  We firmly believe that when we look back to this period in five years’ time, we will view it as an excellent time to have invested in the market, while significant...
</div>

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        Fidelity International
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