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          <time datetime="2021-08-06T09:23:57+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 06, 2021 09:23</time>
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              Capricorn Metal’s new acquisition gives potential for a multi-mine gold company
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  We recently mentioned Capricorn Metals (ASX:CMM) as a stock to watch with the company entering the commissioning phase of the Karlawinda project. Since then, there...
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        <time datetime="2021-08-06T09:23:57+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">August 06, 2021 09:23</time>
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          <time datetime="2021-08-06T08:24:04+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 06, 2021 08:24</time>
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              A durable compounder global investors have overlooked
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
   Masco Corporation, a recent addition to the Fairlight portfolio, has quietly transformed itself following a near-death experience in the GFC. The company has evolved...
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        Fairlight Asset Management
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              3 global trends to watch for
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
    To be forewarned is to be forearmed, and so we thought it’s worth sharing some insights on themes that investors should keep an eye on.   1. Income: this is...
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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>Buy Hold Sell: 6 stocks set to supercharge their <span class="whitespace-nowrap">dividends<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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  It was Paul Kelly who famously sang that &quot;from little things, big things grow&quot;. And that sure has been true of our waistlines during lockdowns.  On the other hand,...
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      +1
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        <time datetime="2021-08-06T06:30:13+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">August 06, 2021 06:30</time>
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          <time datetime="2021-08-06T06:15:15+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 06, 2021 06:15</time>
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              Picking the winners from &quot;creative disruption&quot;
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  As investment managers, we deliberately narrow our investment universe, leaving large swathes of the market we would never approve for investment. Sometimes this means...
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          <time datetime="2021-08-05T18:01:31+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 05, 2021 18:01</time>
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  The local market had a choppy flat day with banks and staples holding it from falling into negative territory. Relatively low turnover continues into the eighth week...
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          <time datetime="2021-08-05T13:15:55+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 05, 2021 13:15</time>
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              Finding the balance in China
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  Increasing regulatory scrutiny is feeding uncertainty in the Chinese equity markets and has once again raised the question of whether the local Chinese equity market...
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              Does valuation matter?
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  We recently compiled a fairly detailed note for investors and subscribers that addresses an evergreen question: how much can an investor safely pay up to own a...
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      <div>
        Aitken Investment 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>Rudi: It’s the healthiest bull market we’ve seen in <span class="whitespace-nowrap">years<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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    If there were any doubts that the market is in the early stages of a new bull market, then those doubts can now be laid to rest. That’s the view of Rudi...
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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 a growth shock coming? | Video <span class="whitespace-nowrap">podcast<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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  Earlier this week I published is a growth shock coming? which was included in today&#39;s daily Livewire email. This podcast we recorded last week is a continuation on...
</div>

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          <time datetime="2021-08-05T11:16:45+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 05, 2021 11:16</time>
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              China regulation: Opportunity may lie in the midst of a stock sell-off
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  The situation is still evolving with regard to China’s new regulations for the after‑school tutoring (AST) sector and the subsequent sell‑off in platform education...
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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%] ">
              Global capital securities – an income alternative and complement to local hybrids
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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 near all-time lows, ASX-listed bank hybrids have become an increasingly popular source of regular and stable income for clients alongside the...
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        Bentham
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          <time datetime="2021-08-05T06:45:11+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 05, 2021 06:45</time>
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              Why the value opportunity today is compelling
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  Every generation of value manager can expect to read the obituary of their investment style at some point in their career. Over the past decade or so, this has...
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        Schroders
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              10 megatrend stocks with multi-decade potential
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    Before drawing back the curtain on some stocks to play the megatrends identified during this three-part series, let’s recap the first two instalments.  In part one,...
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          <time datetime="2021-08-04T19:14:03+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 04, 2021 19:14</time>
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              Central banks keep stealing from savers and telling them it’s for their own good
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  The local market had a choppy positive day on the back of miners, after falling early morning into negative territory. Relatively low turnover continues into the...
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          <time datetime="2021-08-04T16:37:15+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 04, 2021 16:37</time>
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            Michelle  Lopez, Head of Australian Equities at Aberdeen Standard Investments, got her fierce work ethic and sensible attitude to investing from her parents....
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