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          <time datetime="2021-03-03T14:31:37+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 03, 2021 14:31</time>
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              What to expect as global activity recovers
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  Visibility to recovery helped value shares outperform by a wide margin.  Better growth prospects for the next two years at a fraction of the price could be the impetus...
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        Pzena Investment Management 
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          <time datetime="2021-03-03T14:29:13+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 03, 2021 14:29</time>
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              Do you really need to inflation-proof your portfolio now?
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  Here&#39;s a question: How do you adjust your portfolio to tackle inflation? And here&#39;s another: why would I ask such a thing, now of all times? Well, because inflation,...
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          <time datetime="2021-03-03T13:55:38+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 03, 2021 13:55</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>What’s driving interest rates <span class="whitespace-nowrap">higher?<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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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Bonds experienced their fastest sell off since 2009, resulting in the largest one month rise in 10-year yields. Given the economic outlook is looking more positive...
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        Yarra Capital Management
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          <time datetime="2021-03-03T13:49:33+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 03, 2021 13:49</time>
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              The tale of two beasts - China and emerging markets
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  MSCI China was the third best performing country index out of 28 MSCI classified emerging markets indexes over one year to 31 January 2021 (figure 1). Despite...
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        VanEck 
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          <time datetime="2021-03-03T13:31:44+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 03, 2021 13:31</time>
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              An under-appreciated darling with significant upside
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  On 13 February 2021, Vivendi announced that it was considering distributing its 60% stake in Universal Music to Vivendi shareholders in the form of a special dividend...
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  A new regulation set to shake-up the fastest-growing portion of the global funds universe will come into effect in the next few months. In addition to helping stamp...
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        Yarra Capital Management
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          <time datetime="2021-03-03T10:24:07+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 03, 2021 10:24</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%] ">
              The outlook for Australian property
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Zero policy rates in Australia and offshore are likely to provide more impetus to rising asset prices, than rising consumer prices, in the year ahead. While we have...
</div>

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        LGT Crestone
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          <time datetime="2021-03-03T10:22:23+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 03, 2021 10:22</time>
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              The Danger Zone
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  The prevailing narrative in markets recently has been that rising interest rates would not be an issue for investors, given growth is accelerating and a pick-up in...
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        Talaria Asset Management
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          <time datetime="2021-03-03T10:02:12+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 03, 2021 10:02</time>
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   While investor interest in ‘battery metals’ has focused on lithium and graphite, copper has been the quiet achiever in terms of its role in the renewable energy...
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          <time datetime="2021-03-03T09:49:10+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 03, 2021 09:49</time>
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              Key Themes from the February Reporting Season
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  The February 2021 company reporting season that concluded on Friday  and was one of the more interesting over the past decade, coming as it  does after the doom and...
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        Atlas Funds Management
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          <time datetime="2021-03-03T09:42:13+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 03, 2021 09:42</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%] ">
              The next growth phase for AREIT&#39;s
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  As structural and secular trends are disrupting the retail, office and industrial sectors, these trends are also supporting the emergence of alternative sectors. In...
</div>

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        Pengana Capital Group
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              Finding value in technology
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Technology investments have seen extraordinary growth over the past decade fuelled by trends such as virtual connectivity and e-commerce. With many technology company...
</div>

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        Global X ETFs
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  You know you’ve been kicking around the markets too long when you start hearing echoes of echoes. Last week’s downward lurch in the bond market was certainly a...
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              Why Magellan is holding a 50% defensive allocation
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  Hamish Douglass remains largely optimistic about the vaccine-led recovery for financial markets around the world, but he’s not betting the house on it.  The Magellan...
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  This was a remarkably strong reporting season. Remarkable in that operating conditions for most companies were still very challenging given the stop-start economic...
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          <time datetime="2021-03-02T14:31:30+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 02, 2021 14:31</time>
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              Is this the global macro landmine no one is talking about?
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  While all eyes are on the recent rise in yields, the debate has largely been centered around inflation expectations and how far the Fed will actually let inflation run...
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        Fiftyone Capital
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  Unlike those who champion the merits of a diversified portfolio, Claremont Global&#39;s head of international equities, Bob Desmond, has an entirely different philosophy. ...
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  The February 2021 ASX reporting season was the first comprehensive assessment of the health of corporate Australia since the onset of the pandemic. Marcus Bogdan from...
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  </div>
</div>

    <div data-controller="tooltip">
  <a aria-label="CBA" data-controller="event" data-event-name-value="link_click" data-event-id-value="47203" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-cba">
    <div
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  <div class="flex items-center gap-2">
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</a>  <div class="hidden" data-tooltip-target="content">
    <div class="w-80 rounded-md overflow-hidden shadow-horver-card border border-light">
  <div>
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Commonwealth Bank of Australia</div>
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</a>    <div class="px-4 mt-0.5">
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          <div 
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    <div data-controller="tooltip">
  <a aria-label="CSL" data-controller="event" data-event-name-value="link_click" data-event-id-value="47203" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-csl">
    <div
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  <div class="flex items-center gap-2">
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</div>

</a>  <div class="hidden" data-tooltip-target="content">
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  <div>
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</a>    <div class="px-4 mt-0.5">
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        <div class="pt-4 pb-4 lg:pb-2 hidden sm:block">
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    <div data-controller="tooltip">
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</a>  <div class="hidden" data-tooltip-target="content">
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  <div>
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    <div data-controller="tooltip">
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  <div>
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    <div data-controller="tooltip">
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</a>  <div class="hidden" data-tooltip-target="content">
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  <div>
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  </div>
</div>

    <div class="h-0 w-full flex justify-center">
      <div class="border-6 border-tooltipDownArrowLight"></div>
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  </div>
</div>

    <div data-controller="tooltip">
  <a aria-label="WBC" data-controller="event" data-event-name-value="link_click" data-event-id-value="47203" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-wbc">
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</a>  <div class="hidden" data-tooltip-target="content">
    <div class="w-80 rounded-md overflow-hidden shadow-horver-card border border-light">
  <div>
    <a data-controller="event" data-event-name-value="link_click" data-event-id-value="2168" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-wbc">
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Westpac Banking Corporation</div>
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</a>    <div class="px-4 mt-0.5">
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      <div class="lg:flex lg:items-center clear-both">
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        Lucerne Funds Pty Ltd
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        <time datetime="2021-03-02T08:54:36+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">March 02, 2021 08:54</time>
    </div>
</div>


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

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</template></turbo-stream>
  <turbo-stream action="update" target="pagination"><template>
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</template></turbo-stream>
