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          <time datetime="2021-04-01T13:43:41+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 01, 2021 13:43</time>
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              The one thing the central banks won’t say about QE
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  “Only when the tide goes out do you discover who has been swimming naked.”This oft-cited quote is generally attributed to Warren Buffett. The point is obvious; the...
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        Challenger Investment Management
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          <time datetime="2021-04-01T12:07:55+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 01, 2021 12:07</time>
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              The duration of value and growth
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  It is commonly assumed that growth stocks are bigger beneficiaries of falling interest rates than value stocks, an assumption driven by a belief that growth stocks are...
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          <time datetime="2021-04-01T09:32:51+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 01, 2021 09:32</time>
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              Investors beware: “News” impairs your mental and physical wellbeing
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  In my previous wire, I showed that overconsumption of news misinforms investors and wastes their time. But that’s not all: in this article, I cite evidence that...
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  Centaurus Metals sell-off on so-called nickel breakthrough highlights renewed value in a sector set to clean up on green energy. Plus, DFS on FYI’s HPA points to...
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          <time datetime="2021-04-01T08:28:28+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 01, 2021 08:28</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 ">
              The impact of COVID-19 on LIC/LIT dividends and distributions
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Continuing with our analysis of the COVID effects on the LMI sector in our last edition, this month we look at the effects on dividends/distributions paid over the...
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            Followed by<span class="font-bold text-gray-700"> 44 </span>people
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Australian Foundation Investment Company Ltd</div>
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      +78
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Acorn Capital Investment Fund Ltd</div>
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            Followed by<span class="font-bold text-gray-700"> 158 </span>people
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      +76
</a></div>

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        Independent Investment Research 
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              House prices and New Zealand monetary policy: the debate so far
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  As central banks around the world have cut interest rates to historically low levels, the potential impact on asset prices has become a major topic of discussion....
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  Morgan Stanley Investment Management (MSIM) is adamant that understanding ESG risks and opportunities is required for successful long-term compounding.  There is a...
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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>Buy Hold Sell: 5 stocks with cyclical <span class="whitespace-nowrap">tailwinds<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">
   Value investors are hailing the beginning of a new era, with many throwing their hard-earned cash at cyclical stocks, such as industrials and retailers, as pandemic...
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          <time datetime="2021-03-31T17:27:19+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 31, 2021 17:27</time>
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              Where Platinum sees value as speculator smackdown looms
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  Semiconductors, materials and travel are key areas of focus for global fund manager Platinum over the next two to three years, while the hotter plays in e-commerce,...
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              Droga&#39;s secret weapon gives him an edge in the pre-IPO space
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                     Over the summer, the much-admired but seldom seen, BlueLake Partners fund manager Daniel Droga sat down to chat with Centennial Asset Management&#39;s...
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          <time datetime="2021-03-31T11:12:07+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 31, 2021 11:12</time>
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              Dealing with an inflation head fake
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  Our baseline view is for a strong recovery across the world and inflation that – in spite of all the reflationary talk – is likely to remain below central bank targets...
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          <time datetime="2021-03-31T08:42:13+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 31, 2021 08:42</time>
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  The mere mention of magic mushrooms, ecstasy or ketamine is enough to send parents of teenagers into conniptions. But are these so-called party drugs poised to follow...
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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>2 key factors to consider before you <span class="whitespace-nowrap">buy<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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  Investing in a good quality company that owns their niche globally makes investors want to punch the skies and scream their successes from the rooftop. But for every...
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              From classic cars to crazy art: How to turn passion into profit
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  There are those that collect for the joy of it. Fine wines, postcards from far-off places, stamps from all-too-often forgotten eras, playing cards reminiscent of our...
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          <time datetime="2021-03-30T17:31:44+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 30, 2021 17:31</time>
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              Leveraged hedge funds are the new cannon fodder for reflation cycle
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  The local market started positive then fell for the rest of the day to deliver another negative day. Markets started to show risk-off trade, building momentum on a...
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