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          <time datetime="2021-06-09T09:00:36+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 09, 2021 09:00</time>
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              Compare the pair: is Costa Group or Lynch Group the pick of the bunch for investors?
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  Mourners grabbing a bunch of roses at the supermarket en route to great aunt Dora’s funeral – or virtual send-off in the case of Victoria - would be oblivious to the...
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          <time datetime="2021-06-09T08:46:29+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 09, 2021 08:46</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>A microcap the global auto giants can&#39;t go <span class="whitespace-nowrap">without<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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   Autonomous and advanced driver assistance solutions have revolutionised the driving experience and are tackling road safety head on.  Over many years, automakers and...
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        Spheria Asset Management
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          <time datetime="2021-06-09T08:00:24+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 09, 2021 08:00</time>
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              Our quirkiest and most differentiated position yet
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
    Games Workshop was founded by three schoolmates in London in 1975, as a manufacturer of wooden boards for games (the founders are no longer with the company).  Not...
</div>

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      <div>
        Lakehouse Capital
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</div>

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          <time datetime="2021-06-09T07:30:24+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 09, 2021 07:30</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 Oz <span class="whitespace-nowrap">Minerals<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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            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  In the fourth episode of &#39;Direct from the Desk&#39; I&#39;m joined by Senior Analyst Peter O&#39;Connor to take a deep dive into Australia&#39;s no 1 copper stock, Oz Minerals...
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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 investment attracting 84% of all <span class="whitespace-nowrap">flows<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 may surprise some to learn that one theme, and one theme alone, has attracted the lion&#39;s share of global flows over the past two years. In fact, according to...
</div>

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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 great way to play the Value <span class="whitespace-nowrap">rotation<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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  A near-perfect environment for cyclical stocks will unfold over the next year, says L1 Capital’s co-CIO Mark Landau. Alongside depressed share prices and “roaring...
</div>

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          <time datetime="2021-06-09T06:30:13+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 09, 2021 06:30</time>
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              We&#39;ve been helping people get from &quot;Can I?&quot; to &quot;I can&quot; for nearly 90 years
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  A global investment manager, we&#39;ve helped investors succeed by remaining true to our values and approach.They include a distinctive way of managing money, an emphasis...
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          <time datetime="2021-06-08T17:24:10+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 08, 2021 17:24</time>
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              Even China can’t beat the reflation cycle
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  Local market had a slight positive day on weak turnover to reverse the slight loss yesterday. We are in the 12th consecutive week with aggregate weekly turnover below...
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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>Think slow: Kate Howitt&#39;s secret to winning the long <span class="whitespace-nowrap">game<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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    Fidelity International’s Kate Howitt took the road less travelled in her journey to become one of Australia’s most respected fund managers. After completing an...
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          <time datetime="2021-06-08T15:10:24+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 08, 2021 15:10</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>Accounting for the inevitable rise in interest <span class="whitespace-nowrap">rates<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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  Recently, the Reserve Bank of New Zealand caused markets to react after announcing that interest rates could be on the rise sooner than expected. The New Zealand...
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              Stock-like performance with fixed income stability
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  Convertible bond issuances have hit record levels in 2021 so far, with more than $45 billion of the assets issued in the US alone by the end of May, says Lazard Asset...
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          <time datetime="2021-06-08T09:00:23+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 08, 2021 09:00</time>
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              Five risks to China shares and how to play them
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    In the first part of this series, we heard from Mary Manning, portfolio manager, Ellerston Capital, Stephen Kam, Investment Director, Asia ex-Japan equities,...
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        Livewire Markets
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          <time datetime="2021-06-08T08:29:21+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 08, 2021 08:29</time>
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              The recovery is underway
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  We have been in the global coronavirus pandemic for around a year and a half, and now equity markets have mostly regained all their losses and triumphantly charged...
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        Fidelity International
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          <time datetime="2021-06-08T08:15:10+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 08, 2021 08:15</time>
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              Which fundies are leading the 2020 Calcutta? (An update)
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    Last November, Livewire readers were given a once-off glimpse into one of the most prestigious stock tipping competitions in the country. Unlike many of these...
</div>

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          <time datetime="2021-06-08T07:43:59+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 08, 2021 07:43</time>
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              Zozo to the Moon
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
   Zozo is a Japanese online apparel marketplace, catering to fashion-conscious consumers under 40 years of age. The company was founded in 1998 by punk rock drummer...
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        Fairlight 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>Markets are ‘drunk with liquidity’, but is a hangover <span class="whitespace-nowrap">imminent?<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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   The juxtaposition between asset prices scaling new highs while much of the world remains closed for business has investors and advisers wondering where we are in the...
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          <time datetime="2021-06-07T18:01:43+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 07, 2021 18:01</time>
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              Low volatility may be transitory
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  The local market had a negative day on weak turnover. We have started the 12th consecutive week with aggregate weekly turnover below $40 billion. The market was trying...
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              Internal vs external – where to find the next great CEO
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  The millions of people who tuned into the recent Berkshire Hathaway Annual General Meeting (AGM) were rewarded with an unexpected bit of news. When the question was...
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              ASML - At the cutting edge of the cutting edge
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  Our world is becoming more convenient. From heaters you can turn on from your phone, to fridges that can tell you when they need refilling and cars that help you...
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        Alphinity Investment Management
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