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          <time datetime="2021-06-03T07:04:03+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 03, 2021 07:04</time>
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              The utility of ESG scores in the investment process
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  We examine the relationship between ESG scores and investment performance and observe that there is a significantly stronger relationship between investment...
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      <div>
        Pzena Investment Management 
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            <a class="pre-header-sm lg:pre-header-md uppercase text-primary hover:underline" href="/categories/asset-allocation">Asset Allocation</a>

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          <time datetime="2021-06-02T19:00:47+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 02, 2021 19:00</time>
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              Some inflationary scenarios, and what they mean for portfolio construction
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Given inflation is the most prominent theme in global investment markets, I wanted to provide some thought and insight into what the various outcomes of inflation...
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      <div>
        Innova Asset Management
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          <time datetime="2021-06-02T17:42:05+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 02, 2021 17:42</time>
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              Markets may ignore inflation but can’t ignore cost rises with reporting season approaching
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  Local market started choppy before global trade buying pushed the market higher all day in relatively low turnover. Even a better than expected Q1 GDP growth data...
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              Mitigating the key risk element to property investment
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  One of the best check-and balances before making a buying or investment decision is to make sure the asset has been acquired at or below replacement cost. Base Land...
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          <time datetime="2021-06-02T15:28:53+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 02, 2021 15:28</time>
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              Marcus Burns: A toasty small cap for the long-term
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    A reckoning is overdue for stock markets, warns Marcus Burns, co-founder and portfolio manager of Spheria Asset Management. To explain this view, he points to the...
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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 6 biggest investing myths and tips to avoid the <span class="whitespace-nowrap">traps<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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  We here at Livewire Markets are dedicated to separating fact from fiction; modern-day (investing) MythBusters, if you will.  We&#39;ll be the first to admit we&#39;re no...
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              Sticker shock! How to position portfolios for a potential inflation breakout
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Along with rising commodity prices over recent months, the recent much higher than expected lift in United States consumer prices has heightened global market concern...
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  Certainly, one of the biggest market thematics is a return of inflation. We are seeing the spike in housing prices, wage growth, and commodity prices - not to mention...
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        180 Markets
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          <time datetime="2021-06-02T13:17:48+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 02, 2021 13:17</time>
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              Could an increase in interest rates derail the housing market?
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  The market has seen a small increase in fixed-rate mortgages from some of the banks. Is this the beginning of a tightening cycle and has the Australian consumer seen...
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        Yarra Capital 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>Inflation is coming: <span class="whitespace-nowrap">Trilogy<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 interest rates, inflation, and credit spreads still sitting close to record lows, the most important question for fixed income investors is how this could change...
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          <time datetime="2021-06-02T12:06:13+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 02, 2021 12:06</time>
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              The case for the world heavyweight in equities: China
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  Investing in China is an appealing concept - what&#39;s not to like? From Shenzhen to Shanghai, there&#39;s a veritable goldmine of stocks to choose from, a burgeoning middle...
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  This month we take a look at the LIC/LIT sector focusing on the relationship between the vehicles&#39; size, as measured by comparing market capitalisation against the...
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        Independent Investment Research 
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          <time datetime="2021-06-02T09:16:21+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 02, 2021 09:16</time>
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              RBA sets up July to move to open-ended QE, likely exceeding $100 billion
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  The RBA has provided clear signalling that in July it will move to a new form of open-ended quantitative easing (QE) at the current run-rate of $5 billion of bond...
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        Coolabah Capital
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          <time datetime="2021-06-02T08:37:59+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 02, 2021 08:37</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>Direct From The Desk: A deep dive into shipbuilder <span class="whitespace-nowrap">Austal<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">
  In the third episode of &#39;Direct from the Desk&#39;, I&#39;m joined by Senior Analyst Aiden Bradley to take a deep dive into shipbuilder Austal (ASB).  The company is one of...
</div>

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</a>    <div class="px-4 mt-0.5">
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              VGI Partners: A guide to listed investment companies
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  As with most things, the listed investment company structure has both benefits and drawbacks. But LICs can be appropriate investment vehicles for shareholders of all...
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          <time datetime="2021-06-02T06:30:14+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 02, 2021 06:30</time>
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              Hub24 and Netwealth - growth stocks with a pro-inflation 40% earnings sleeper
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  Inflation, long-term bond yields and growth stocks are front of mind for many investors. We believe concerns of rising discount rates impacting present-day valuations...
</div>

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          <time datetime="2021-06-01T17:17:36+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 01, 2021 17:17</time>
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full ">
              Gold is shining brightly in the macro madness
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Local market started negative and recovered on global buying to finish red on a weak turnover day. We are on track for 11th consecutive week of aggregate weekly...
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              Vale David Swensen - Lessons from a pioneer of Endowment investing
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  Legendary but perhaps lesser-known investor David Swensen passed away earlier this month. Mr Swensen had been the CIO of the Yale University Endowment since 1985 – so...
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        <time datetime="2021-06-01T13:55:11+10:00" data-controller="datetime" class="hidden sm:block sm:flex-none order-1 w-36 uppercase pre-header-sm lg:pre-header-md text-darkgray">June 01, 2021 13:55</time>
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</div>


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