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          <time datetime="2021-07-14T17:42:45+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">July 14, 2021 17:42</time>
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              Earnings upgrade cycle is in the price while cost inflation cycle is being ignored
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  Local market started positive and then faded to flat before late buying pushed it back to positive territory. It was a day when size and sector mattered. Mid Caps were...
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        Deep Data Analytics
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          <time datetime="2021-07-14T14:19:30+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">July 14, 2021 14:19</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 max-w-[60%] ">
              Killing Kenny – How a private credit investor successfully avoids the losers
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Rarely are the most important lessons on investing learnt by trawling through excel spreadsheets or due diligence packs. Rather it is the osmotic learning gained by...
</div>

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        MA Financial Group
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          <time datetime="2021-07-14T09:46:13+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">July 14, 2021 09:46</time>
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              How many lives have been saved by Australia’s approach to COVID?
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  By global standards, Australia has so far managed to contain the COVID outbreak fairly well. Given that debate still rages over whether rolling lockdowns and border...
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              Australian ETF Review HY2021– Impressive growth as the industry steams past $100bn
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    In what was a milestone first half-year, we saw Australia’s ETF industry break the $100 billion mark in March 2021 and then steam ahead beyond that point. ...
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        Betashares
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          <time datetime="2021-07-14T09:28:08+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">July 14, 2021 09:28</time>
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              How to pick the winners from the duds amid the ongoing IPO mania
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  Like climbers queuing below the Mt Everest summit before the next blizzard sets in, private vendors are continuing to join the initial public offer (IPO) conga line...
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          <time datetime="2021-07-14T09:15:03+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">July 14, 2021 09:15</time>
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              The rising stars in today’s market
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Fixed income is littered with concepts that are often hard to grasp. The same can not be said about Rising Stars and Fallen Angels. It’s not a fairy tale, but rather a...
</div>

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              The #1 Australian Equity Fund for FY21
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  The 5-star rated  Collins St Value Fund ranked #1 in its Morningstar category for the 2021 Financial Year with a net return of 64.8%. These returns exceeded the ASX200...
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          <time datetime="2021-07-13T18:14:17+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">July 13, 2021 18:14</time>
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              The Fed will always do the right thing (once all other possibilities are exhausted)
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  The local market started on a strong positive footing before fading to close flat on the day. There was an interesting divergence between risk managing global...
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          <time datetime="2021-07-13T15:20:09+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">July 13, 2021 15:20</time>
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              The recovery playbook
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   The ongoing recovery and rising yields still favour risk assets such as equities, corporate HY debt and EM fixed income.Recovery has peaked for the U.S. and China,...
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              Barry Dargan: finding indestructible stocks
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    Barry Dargan knows a crisis. The CEO and founder of Intermede Investment Partners started his investment career not long before the 1987 crash and proceeded to work...
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              One risk that banks can’t afford to ignore
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    Australian banks remain a staple of local investors, particularly those with a focus on income, and there are many good reasons for this. For one thing, there’s our...
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        Livewire Markets
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          <time datetime="2021-07-13T10:38:17+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">July 13, 2021 10:38</time>
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              Is greed feeding the macro environment?
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  As society was exhaling from the post-war world of 1946, Arthur Lefford from New York University’s Department of Psychology took particular interest in people’s...
</div>

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        Montgomery Investment Management
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              Inflation: Raising the stakes
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
   The first half of 2021 has provided no shortage of ‘big picture’ topics to be concerned about: take your pick between the pace of vaccine-rollouts, ongoing border...
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      In this episode, David speaks with John Murray of Perennial, an Australian Funds Management Hall of Famer. They discuss John&#39;s background and career to date, his...
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    <a data-controller="event" data-event-name-value="link_click" data-event-id-value="231" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-anz">
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">ANZ Group Holdings Ltd</div>
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</a>    <div class="px-4 mt-0.5">
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  data-load-engagement-count-target="follow"
  data-followable-type="stock_code"
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  </div>
</div>

    <div data-controller="tooltip">
  <a aria-label="BEN" data-controller="event" data-event-name-value="link_click" data-event-id-value="48616" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-ben">
    <div
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>
  <div class="flex items-center gap-2">
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</div>

</a>  <div class="hidden" data-tooltip-target="content">
    <div class="w-80 rounded-md overflow-hidden shadow-horver-card border border-light">
  <div>
    <a data-controller="event" data-event-name-value="link_click" data-event-id-value="310" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-ben">
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Bendigo and Adelaide Bank Ltd</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:BEN</div>
        </div>
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</a>    <div class="px-4 mt-0.5">
      <div class="flex items-center py-4 border-t border-light">
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  data-load-engagement-count-target="follow"
  data-followable-type="stock_code"
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</div>

    <div data-controller="tooltip">
  <a aria-label="BHP" data-controller="event" data-event-name-value="link_click" data-event-id-value="48616" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-bhp">
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  <div class="flex items-center gap-2">
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</div>

</a>  <div class="hidden" data-tooltip-target="content">
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  <div>
    <a data-controller="event" data-event-name-value="link_click" data-event-id-value="318" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-bhp">
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">BHP Group Ltd</div>
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</a>    <div class="px-4 mt-0.5">
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      +8
</a></div>

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        <div class="pt-4 pb-4 lg:pb-2 hidden sm:block">
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  <a aria-label="ANZ" data-controller="event" data-event-name-value="link_click" data-event-id-value="48616" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-anz">
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  data-load-engagement-count-target="follow"
  data-followable-type="stock_code"
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    <div data-controller="tooltip">
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  <div class="flex items-center gap-2">
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  <div>
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</a>  <div class="hidden" data-tooltip-target="content">
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  <div>
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    <div data-controller="tooltip">
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  <div class="flex items-center gap-2">
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</a>  <div class="hidden" data-tooltip-target="content">
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  <div>
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</a>    <div class="px-4 mt-0.5">
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</a>  <div class="hidden" data-tooltip-target="content">
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  <div>
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</a></div>

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        Plato Investment Management
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          <time datetime="2021-07-13T07:15:10+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">July 13, 2021 07:15</time>
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              Why this is an undervalued long-term winner
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  As we discussed in Part-I of this series, REA Group holds the most privileged position of any company in Australian real estate.  While officially it is solely focused...
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          <time datetime="2021-07-12T17:33:03+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">July 12, 2021 17:33</time>
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  Local market followed the US market by bouncing back from the bash day. It was a low turnover day and global guys were the main traders in the market. European and...
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