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          <time datetime="2021-08-04T12:17:08+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 04, 2021 12:17</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>Is the Australian economy alive; is housing a protected <span class="whitespace-nowrap">species?<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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  We may not know the answer to this first question for years to come – at least until the “artificial supports” from the government and broader public sector are...
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        Yarra Capital Management
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          <time datetime="2021-08-04T11:49:18+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 04, 2021 11:49</time>
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              The 5-point earnings results checklist
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  ASX listed companies report their earnings to the market at least twice a year, typically in August (full year results) and February (half year results). 2020 was a...
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        NAOS Asset Management
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          <time datetime="2021-08-04T10:30:53+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 04, 2021 10:30</time>
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              Ampol: new brand, new outlook
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  Ampol is a new position we established in the Firetrail High Conviction Fund. It may not be immediately recognisable as an ASX-listed company – this is because it...
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          <time datetime="2021-08-03T17:49:57+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 03, 2021 17:49</time>
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              In the land of conflicting macro signals, risk management is king
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  Local market had a choppy negative day despite BNPL pushing the market higher by over 10 points. Relatively low turnover continues into the eighth week without a...
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          <time datetime="2021-08-03T14:57:07+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 03, 2021 14:57</time>
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              Real estate rebound
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  As interest rates hover at historic low levels, investors are being starved of income from traditional fixed income sources. Investors are taking on more risk and are...
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        VanEck 
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          <time datetime="2021-08-03T14:31:38+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 03, 2021 14:31</time>
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              Key lessons from the COVID capital raising scorecard
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  The explosion of COVID-19 cases in early 2020 saw economic uncertainty hit the markets. Volatility spiked and equity markets fell sharply – the S&amp;P/ASX200 almost...
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Corporate Travel Management Ltd</div>
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Auckland International Airport Ltd</div>
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Cochlear Ltd</div>
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Corporate Travel Management Ltd</div>
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Flight Centre Travel Group Ltd</div>
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        RQI Investors
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          <time datetime="2021-08-03T14:14:00+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 03, 2021 14:14</time>
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  The financial year has ended and it’s a fitting time to take stock of what’s transpired and to also look ahead. Double-digit gains across many share markets featured...
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        MLC Asset Management
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          <time datetime="2021-08-03T13:06:46+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 03, 2021 13:06</time>
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          <time datetime="2021-08-03T11:49:17+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 03, 2021 11:49</time>
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    Prima facie, Australian shareholders have plenty of reasons to feel excited ahead of the upcoming August results season.  Most companies have recovered from last...
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          <div class="sm:flex-grow">
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              Our favourite 3 yield plays into 2022
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  If MM is correct and stocks are going to continue rallying before a period of consolidation then some healthy yield will add even more relative performance than it...
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        Market Partners 
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          <time datetime="2021-08-03T11:01:49+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 03, 2021 11:01</time>
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              Is a growth shock coming?
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  Stock markets are expensive. Debt levels are extremely high. But earnings growth is strong. Really strong. And government/central bank support continues. Making asset...
</div>

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        Nucleus Wealth
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          <time datetime="2021-08-03T07:02:42+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 03, 2021 07:02</time>
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              Howard Marks: &quot;I wouldn&#39;t bet the ranch (on inflation)&quot;
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Howard Marks’s latest memo on the “topic du jour” of inflation stretches to about 15 pages, around 8,000 words and graciously references the work of dozens of his...
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              Rampant M&amp;A is classic late cycle behaviour
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  The local market had a strong positive day on takeover optimism, despite weak US market lead and weak China data. Relatively low turnover continues into the eighth...
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          <time datetime="2021-08-02T15:34:23+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 02, 2021 15:34</time>
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              Listed managed investments - Earnings season kicks off
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  In the July edition of the IIR LMI Monthly, we review some of the key news events and shine a spotlight on WAM Global Limited (ASX: WGB), which has just ticked over...
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