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          <time datetime="2021-04-19T15:02:04+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 19, 2021 15:02</time>
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              Biden’s US$2.3 trillion infrastructure plan
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            Recently President Biden   unveiled his US$2.3 trillion infrastructure plan. The plan aims to revitalise   US transportation infrastructure, water systems,...
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        VanEck 
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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="2021-04-19T12:34:08+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 19, 2021 12:34</time>
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              Challenging times for the market’s speculative elements
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  We are now one full year on from the COVID-19 outbreak and the subsequent initial lockdowns that resulted in a collapse in global economic activity and stock markets....
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        Platinum Asset Management
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          <time datetime="2021-04-19T12:01:29+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 19, 2021 12:01</time>
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              Energy investments in a zero-carbon world
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  The energy sector is controversial. It faces a perfect storm due to the short-term demand shock caused by the COVID-19 pandemic and the longer-term risk from the...
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              Commercial property lessons from the pandemic: One year in
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  Just over a year ago, on 23 March 2020, the S&amp;P/ASX 200 hit a low of 4,402.50 The fall had been precipitous. From its 20 February 2020 peak of 7,197.20 the equities...
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        Quay Global Investors
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          <time datetime="2021-04-19T06:30:17+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 19, 2021 06:30</time>
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              How to nurture your portfolio with 2 long-term thematics
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  A strong rebound in cyclical earnings, a steepening yield curve, optimism around the reopening of economies and expansionary fiscal policy have supported cyclicals...
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      <div>
        Prime Value
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              How should we think
about cryptocurrencies?
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Cryptocurrencies are once again capturing investors’ attention. Bitcoin, the sector leader, is attracting significant institutional capital and increasingly being...
</div>

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      <div>
        LGT Crestone
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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>One Aussie company that&#39;s just doubled its <span class="whitespace-nowrap">appeal<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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  Low interest rates, record-breaking consumer savings and a seemingly never-ending stimulus package have blended together to create the perfect conditions for a global...
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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: 6 quality compounders for your back <span class="whitespace-nowrap">pocket<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">
   It was Albert Einstein who reportedly described compound interest as &quot;the eighth wonder of the world&quot;, dubbing the process the universe&#39;s most powerful force. Whether...
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  Since its insolvency just over a month ago, plenty of information has come to light that helps us understand what went wrong at Greensill. Whilst most of the media...
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          <time datetime="2021-04-17T04:40:11+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 17, 2021 04:40</time>
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        Coolabah Capital
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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>Inside Morgan Stanley’s bullish bet on the <span class="whitespace-nowrap">recovery<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 early 2020, Nathan Lim, head of wealth management research at Morgan Stanley Wealth Management, noticed a strange phenomena. Chinese New Year had just passed, but...
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              The new drivers of structural growth
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  Net Zero initiatives are gathering pace. While moves to decarbonise the world’s economy are reducing the need for some infrastructure assets, they are underpinning...
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        First Sentier Investors
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              Will the cost-of-living inflation crash the asset price party?
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  Markets have bounced back strongly from COVID-induced lows which, combined with the significant deployment of cash into attractively priced shares, have produced...
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        Pengana Capital Group
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        Independent Journalist
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