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          <time datetime="2021-09-09T13:26:25+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">September 09, 2021 13:26</time>
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              How to discover great investing podcasts
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  A recent study by Edison Research found that in in 2021 the percentage of Australians listening to podcasts increased considerably from 25% to 37%. The Australian...
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        Wilsons Advisory
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          <time datetime="2021-09-09T12:12:24+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">September 09, 2021 12:12</time>
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              Morgans&#39; best ideas for September 2021 (and why we still favour cyclicals)
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   			 				 					Uncertainty surrounding the timing of reopening has resulted in analysts taking the conservative approach to medium-term earnings estimates (FY23 and...
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Beacon Lighting Group Ltd</div>
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      +17
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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
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  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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          <time datetime="2021-09-09T09:21:08+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">September 09, 2021 09:21</time>
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              This is not an exit
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
   Momentum in global growth has unexpectedly softened in recent months. Persistent supply chain disruptions are hampering production, slowing spending and delaying...
</div>

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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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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  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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              Sustainable earnings in high growth markets
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  Across the Asia-Pacific, FSSA Investment Managers has found growth potential in dominant consumer franchises, high quality financials and companies positioned to...
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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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              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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        Equitable Investors
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          <time datetime="2021-09-08T15:44:17+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">September 08, 2021 15:44</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>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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            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  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...
</div>

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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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        Montaka Global Investments
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              The RBA to remain dovish
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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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  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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        Leithner &amp; Company Ltd
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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 to find a Biotech <span class="whitespace-nowrap">winner<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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   When is the perfect time to invest in a company, and how do you decide? Jumping in with an early-stage company that is burning with potential can bring enormous...
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  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 Match Out: ASX follows typical home schooling trend, closes marginally higher, Key calls from Peter O’Connor
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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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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Global Data Centre Group</div>
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        <time datetime="2021-09-07T17:19:31+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">September 07, 2021 17:19</time>
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          <time datetime="2021-09-07T15:06:16+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">September 07, 2021 15:06</time>
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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...
</div>

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    <source type="image/webp" srcset="https://www.livewiremarkets.com/rails/active_storage/representations/proxy/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBBb1VKIiwiZXhwIjpudWxsLCJwdXIiOiJibG9iX2lkIn19--4507ed26ea4629f5683b7d4844c4e9f99e3cd838/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaDdCem9MWm05eWJXRjBPZ2wzWldKd09oTnlaWE5wZW1WZmRHOWZabWxzYkZzSGFRSElhUUhJIiwiZXhwIjpudWxsLCJwdXIiOiJ2YXJpYXRpb24ifX0=--1fd30fd39e489c8cda41fffd3d21b2be931eb227/Screen_Shot_2017-11-09_at_2.39.06_PM.png" />
  <img
    class="h-10 w-10 rounded-full bg-white overflow-hidden"
    src="https://www.livewiremarkets.com/rails/active_storage/representations/proxy/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBBb1VKIiwiZXhwIjpudWxsLCJwdXIiOiJibG9iX2lkIn19--4507ed26ea4629f5683b7d4844c4e9f99e3cd838/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaDdCem9MWm05eWJXRjBTU0lJY0c1bkJqb0dSVlE2RTNKbGMybDZaVjkwYjE5bWFXeHNXd2RwQWNocEFjZz0iLCJleHAiOm51bGwsInB1ciI6InZhcmlhdGlvbiJ9fQ==--c306068f01ab83c3650795f1865f4e6da1f93433/Screen_Shot_2017-11-09_at_2.39.06_PM.png"
    srcset="https://www.livewiremarkets.com/rails/active_storage/representations/proxy/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBBb1VKIiwiZXhwIjpudWxsLCJwdXIiOiJibG9iX2lkIn19--4507ed26ea4629f5683b7d4844c4e9f99e3cd838/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaDdCem9MWm05eWJXRjBTU0lJY0c1bkJqb0dSVlE2RTNKbGMybDZaVjkwYjE5bWFXeHNXd2RwQWNocEFjZz0iLCJleHAiOm51bGwsInB1ciI6InZhcmlhdGlvbiJ9fQ==--c306068f01ab83c3650795f1865f4e6da1f93433/Screen_Shot_2017-11-09_at_2.39.06_PM.png, https://www.livewiremarkets.com/rails/active_storage/representations/proxy/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBBb1VKIiwiZXhwIjpudWxsLCJwdXIiOiJibG9iX2lkIn19--4507ed26ea4629f5683b7d4844c4e9f99e3cd838/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaDdCem9MWm05eWJXRjBTU0lJY0c1bkJqb0dSVlE2RTNKbGMybDZaVjkwYjE5bWFXeHNXd2RwQWNocEFjZz0iLCJleHAiOm51bGwsInB1ciI6InZhcmlhdGlvbiJ9fQ==--c306068f01ab83c3650795f1865f4e6da1f93433/Screen_Shot_2017-11-09_at_2.39.06_PM.png 2x"
    alt="Pete Morrissey"
    style=""
    loading="lazy">
</picture>
    </div>
  <div id="profile-link" class="text-heavy-sm md:text-heavy-md text-darkestgray">
    <div>
        <span data-controller="event" data-event-name-value="link_click" data-event-view-name-value="summarized_longform_wire_view" data-event-id-value="30032" data-event-statisticable-value="profile" data-event-custom-data-value="{&quot;position&quot;:13640,&quot;section&quot;:&quot;latest_feed&quot;}" data-event-ga-category-value="Homepage Latest Feed" data-event-ga-action-value="link_click" class="mr-1">Pete Morrissey</span>
    </div>
      <div>
        Dexus
      </div>
  </div>
</div>

        </div>
        <div class="hidden lg:block lg:mt-4 mx-4 w-1 h-4 border-l border-gray-300"></div>
        <div class="mt-4 flex items-center text-heavy-sm md:text-heavy-md text-darkestgray">
          <div class="flex items-center mr-4">
            <div id="wire-listing-like-49207" data-load-engagement-count-target="like" data-wire-id="49207" data-position="13640">
                <button
  class="lw-button tertiary_gray xs icon-only "
  
  data-turbo-stream-url-value="/hotwired/likes/49207/wire/13640/like"
  data-controller="
    event 
     
    
    
    turbo-stream 
  "
  data-controller="event turbo-stream " data-event-name-value="like_clicked" data-event-view-name-value="" data-event-id-value="49207" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;position&quot;:13640,&quot;section&quot;:&quot;latest_feed&quot;}" data-event-ga-category-value="latest_feed" data-event-ga-action-value="like_clicked" data-event-ga-label-value="" data-turbo-stream-method-value="post"
  
  
  aria-label=home_like
  
  
  
>
  <svg class="home_like">
  <use xlink:href="#home_like"></use>
</svg>

  
  
  
</button>


</div>            <div class="flex items-center ml-1">
              <div id="comment-link-49207" data-load-engagement-count-target="comment" data-wire-id="49207" data-position="13640">
    <a
  class="lw-button tertiary_gray xs icon-only "
  href="/wires/are-areits-still-defensive#comment_body"
  
  data-controller="
    event 
     
    
    
     
  "
  data-controller="event" data-event-name-value="wire_comment_click" data-event-view-name-value="" data-event-id-value="49207" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;position&quot;:13640,&quot;section&quot;:&quot;latest_feed&quot;}" data-event-ga-category-value="latest_feed" data-event-ga-action-value="wire_comment_click" data-event-ga-label-value=""
  
  
  aria-label=comment
  
  
  
>
  <svg class="home_comment">
  <use xlink:href="#home_comment"></use>
</svg>

  
  
  
</a>

</div>
            </div>
            <div id="wire-listing-stats-49207" data-load-engagement-count-style-value="listing" data-load-engagement-count-target="stats" data-wire-id="49207" data-position="13640" data-style="listing" data-device-type="desktop"></div>
          </div>
        </div>
      </div>
    </div>
    <div class="flex flex-row-reverse">
        <time datetime="2021-09-07T15:06:16+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">September 07, 2021 15:06</time>
    </div>
</div>


      </div>
    </div>
</div>

  </div>
</template></turbo-stream>
  <turbo-stream action="update" target="pagination"><template>
    <a rel="next" href="/hotwired/feeds/latest?cache_prefix=latest_wire&amp;cursor=2021-09-07+15%3A06%3A16+%2B1000&amp;last_position=13640"></a>
</template></turbo-stream>
