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          <time datetime="2021-05-31T07:15:10+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">May 31, 2021 07:15</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>Equities still have more room to <span class="whitespace-nowrap">run<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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  Equities have been the place to be for the last 12 months. Since May 2020, the Australia All Ordinaries is up more than 34%... not too shabby. But if investors have...
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              Microsoft, Roche, Walmart: 3 stocks, 3 stories
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        Talaria Asset Management
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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>The battle of the small <span class="whitespace-nowrap">caps<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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  Try picturing some of the great contests of the recent past. Ali versus Foreman! Fischer versus Spassky! Federer versus Nadal! Gatting versus Warne! Actually, maybe...
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        Livewire Markets
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          <time datetime="2021-05-31T05:30:13+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">May 31, 2021 05:30</time>
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              Introducing fund profiles and Livewire’s Top-Rated Funds Series
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   In another milestone for Livewire Markets, we’ve now launched new website features: Fund Profiles and the 100 Top-Rated Funds Series.  Over the course of the past...
</div>

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          <time datetime="2021-05-29T13:28:58+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">May 29, 2021 13:28</time>
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              Media Worth Consuming – May 2021
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  A monthly wrap-up of interesting and informative media on finance, economics, politics and society that you might have missed.  Druckenmiller: “I can’t find any period...
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          <time datetime="2021-05-29T08:30:14+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">May 29, 2021 08:30</time>
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              Positioning for a change from the Fed in 2021
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  While supportive monetary policy continues to be a positive for equity markets in the short term, the commencement of tapering will drive vastly divergent returns, at...
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              6 essential takeaways from my exclusive interview with Jeremy Grantham
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    It’s not every day you get the opportunity to speak with a legend like Jeremy Grantham. But I’ve been lucky enough to do so twice in recent weeks (the first time,...
</div>

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        Livewire Markets
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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>Grantham: This is a bubble, this is <span class="whitespace-nowrap">serious<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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  Jeremy Grantham is famous for his ability to pick bubbles. The co-founder and Long-Term Investment Strategist at GMO Investment and Asset Management correctly called...
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              Emergency stimulus is not standard operating environment
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  Local market followed the US market higher and stayed there unlike recent days. Miners and Energy were the green leaders while Tech was the only negative sector. It...
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  We are entering our 4th week (or so) of a quiet/consolidation period for Capital Raisings.  We are chugging along at a pace of 4 to 6 share placements per day, with...
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        FNArena
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              Why copper prices are at all-time highs
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  I could start this article establishing the vital role copper has played in civilisation since its discovery in the Neolithic era nearly 10,000 years ago, but suffice...
</div>

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        Janus Henderson
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    The recent buoyancy in market confidence has been utterly hinged on the vaccine roll-out. So it&#39;s not surprising to see the private sector stepping in to lift the...
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        Tectonic Investment Management
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          <time datetime="2021-05-28T13:32:56+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">May 28, 2021 13:32</time>
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              Avoiding the taper tantrum
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  In the AFR this weekend I write that for all the inflation hype, the Reserve Bank of Australia’s challenge has been a persistent paucity of price pressures, and...
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        Coolabah Capital
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          <time datetime="2021-05-28T11:43:42+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">May 28, 2021 11:43</time>
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              Secular tech themes still intact
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Despite the recent rotation toward cyclical stocks, secular-growth companies should remain the main driver of tech earnings over the next several years.With...
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        Janus Henderson
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              Meet Tom: The 22-year-old investing like Peter Lynch, so he can afford a house
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  What were you doing when you were 22-years-old? I&#39;ll spare you my version (for now), but I can assure you I wasn&#39;t reading books by Peter Lynch while tweaking the DCF...
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</a>  <div class="hidden" data-tooltip-target="content">
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          <time datetime="2021-05-28T08:47:32+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">May 28, 2021 08:47</time>
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              Lefroy’s &quot;unique&quot; gold-copper find opens door to lucrative new world of exploration in WA
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  Little-known $10 million Traka is out to repeat Lefroy’s porphyry success and Kin wins support with 22m at 9gpt in first-up drilling.  A mix of copper and gold in an...
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          <time datetime="2021-05-28T08:35:17+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">May 28, 2021 08:35</time>
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              A stock with a contrarian approach to the downside
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    With the rise of speculative asset classes, risk-taking retail investors and the threat of inflation looming over markets, the last place I expected to find a safe...
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