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          <time datetime="2021-09-09T11:27:54+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">September 09, 2021 11:27</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%] ">
              Bull or bear? 3 fundies on how they’re positioned for the (next) recovery
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  The “reopening trade” was a dominant topic among investors as recently as just a few months ago, as we lifted our heads and began to imagine a life without lockdowns,...
</div>

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        Livewire Markets
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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>That&#39;s not a megatrend. THESE are megatrends. (And this is how to play <span class="whitespace-nowrap">them)<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 word megatrend gets thrown around a lot, but to properly qualify it has to satisfy set criteria, says Kanish Chugh, Head of Distribution at ETF Securities.   A...
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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>Money makes money: 10 investing tips from Hamish <span class="whitespace-nowrap">Douglass<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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    In the recent 100th episode of his podcast Inside The Rope, David Clark was joined by special guest and long-time supporter, Hamish Douglass of Magellan (Douglass...
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          <time datetime="2021-09-08T16:21:49+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">September 08, 2021 16:21</time>
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              Drawdowns and small stocks for God-like performance
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  “If God is omnipotent, could he create a long-term active investment strategy fund that was so good that he could never get fired?,” US-based quantitative investor and...
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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>How can the RBA be so <span class="whitespace-nowrap">sure?<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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  The RBA’s announcement yesterday had me asking one question: Am I meant to buy, or am I meant to sell?As I discussed with my colleague Darren Langer, co-head of...
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              5 big investment ideas from the recent reporting season
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  We have just been through reporting season where investors try to digest a torrent of information that could impact share prices in the short term. But in today’s age...
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  On 23 March this year, the RBA published an academic discussion paper titled Financial Conditions and Downside Risk to Economic Activity in Australia that detailed...
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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 asset classes to avoid as markets bubble <span class="whitespace-nowrap">away<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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  In a time when markets continue to reach new highs, while bond markets continue to cascade lower, MLC Asset Management&#39;s Anthony Golowenko is adamant that &quot;something&#39;s...
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          <time datetime="2021-09-08T08:45:58+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">September 08, 2021 08:45</time>
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  One of the trickiest aspects of investing is deciding whether a fallen angel will ever fly again. If they do regain their wings, the rewards of buying in at distressed...
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  Why, particularly since the GFC, have Commonwealth Bank of Australia’s returns outpaced ANZ’s, NAB’s and Westpac’s? For decades, macro-economic conditions have...
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">National Australia Bank Ltd</div>
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        Leithner &amp; Company Ltd
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          <time datetime="2021-09-08T07:30:14+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">September 08, 2021 07:30</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%] ">
              APRA should wind down the CLF in 2yrs
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Recent data suggests that APRA and the RBA can shrink the Committed Liquidity Facility (CLF) faster than I had previously figured.  The entire point of the CLF was to...
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          <time datetime="2021-09-07T17:19:31+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">September 07, 2021 17:19</time>
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  The market continued to follow a very similar path to homeschooling in the Gerrish household of late, the low set in the morning – perhaps deeper than most feared...
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              Are AREITs still defensive?
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    Right from the start over 50 years ago, Australian real estate investment trusts (AREITs), then known as listed property trusts (LPTs), were tailored to risk averse...
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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>Investing in NFTs: Why can pixelated images be worth millions of <span class="whitespace-nowrap">dollars?<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">
  In March this year, this seemingly simple pixelated image below, Cryptopunk #3100 an NFT, sold for a staggering $US7.58 million.       Source: (VIEW LINK)  ... Welcome...
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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>This is how markets will put rate rises out of <span class="whitespace-nowrap">reach<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 RBA has steadfastly maintained its intentions to keep the cash rate at its current level until 2024, even in the face of high property prices, rallying share...
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