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          <time datetime="2021-08-24T12:51:35+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 24, 2021 12:51</time>
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              Signs of the top
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  Signs of the top are things that, (only) in hindsight, will make it obvious that the market was coming up to a top. Things that in the cold light of a correction will...
</div>

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        Marcus Today
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          <time datetime="2021-08-24T12:32:13+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 24, 2021 12:32</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%] ">
              High growth stocks at a fraction of the cost
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
    It’s been 35 years since Capital Group first ventured into emerging market investing. Over this time, many changes have unfolded. The world has shrunk in the face of...
</div>

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        Livewire Markets
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          <time datetime="2021-08-24T10:03:55+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 24, 2021 10:03</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%] ">
              The new economic cycle
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  For the first time in over a decade, a new economic cycle may be underway – a ‘reflation’ cycle characterised by faster economic growth, higher inflation and ongoing...
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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>Uncovering value in all corners of the <span class="whitespace-nowrap">market<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">
  A traditional approach to value investing can rely on owning low-multiple stocks expecting mean reversion to generate long-term alpha.  In our view, this is a flawed...
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      <div>
        Challenger Investment Management
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          <time datetime="2021-08-24T07:15:12+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 24, 2021 07:15</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%] ">
              Yield and wages
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  There is a lot of noise in the financial press (meme stocks, crypto, central bank policy, etc.) and so it’s hard to really know what to focus on.    In times like...
</div>

          </div>
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      <div>
        Talaria Asset Management
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          <time datetime="2021-08-24T06:30:15+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 24, 2021 06:30</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>Finding the value in growth <span class="whitespace-nowrap">stocks<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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  Despite rising bond yields through most of 2020, continued low interest rates have underwritten record valuations across markets. Meanwhile, rampant M&amp;A activity is...
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        Bell Asset Management
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          <time datetime="2021-08-23T17:12:01+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 23, 2021 17:12</time>
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              Tapering worries moving from Rabbit Hole to Jackson Hole
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          <time datetime="2021-08-23T15:59:43+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 23, 2021 15:59</time>
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              Does the tech sector have more room to run?
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  Throughout last year’s recession and the ensuing recovery, many equity investors felt compelled to chase near-term, macro trends or investment factors that sometimes...
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        Perpetual Asset Management (Australia)
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          <time datetime="2021-08-23T11:07:21+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 23, 2021 11:07</time>
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              In China and the US, economic recovery takes a disappointing turn
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  The potential for a slowdown in the world’s two largest economies is feeding concerns that global growth may have peaked Both  countries are also facing another wave...
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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>Outlook for market darlings is less than <span class="whitespace-nowrap">optimistic<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 a record-breaking US reporting season by all accounts. So much so, that when I sat down to chat with Bruce Apted, head of active quantitative equity for State...
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              Believe in the expansion
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
            The Delta variant has become the predominant strain of COVID-19 in much of the world. In response, we&#39;re seeing a return to lockdowns and other socially...
</div>

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        Lonsec Holdings
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          <time datetime="2021-08-23T06:56:10+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 23, 2021 06:56</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>BHP, what&#39;s our take <span class="whitespace-nowrap">now?<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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  BHP had a terrible week falling ~16% after announcing FY21 results, the unification of their structure, the proposed spin-out of their Petroleum division to Woodside...
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            Followed by<span class="font-bold text-gray-700"> 2385 </span>people
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        Market Partners 
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          <time datetime="2021-08-22T08:16:31+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 22, 2021 08:16</time>
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              RBA taper, non-taper options
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  I don&#39;t want to get back into the speculation game of what the RBA does or does not do in September. I&#39;ve covered this territory before --- with the surprising move...
</div>

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        Coolabah Capital
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