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          <time datetime="2021-10-18T22:00:48+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 18, 2021 22:00</time>
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              For your watchlist: 2 reasons to consider private equity
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  Moderna, a Boston-based US Company, is by no means an unfamiliar name to most people. As one of the first companies to conceive and develop the COVID-19 mRNA virus...
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        Barwon Investment Partners
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          <time datetime="2021-10-18T17:43:19+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 18, 2021 17:43</time>
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              The Match Out: ASX rallies, growth names lag, HUB24 (HUB) eyes another acquisition
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  The ASX managed to start the week in the black despite a shaky start today thanks to ~1% gains in both financials and materials. Bond yields were climbing throughout...
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          <time datetime="2021-10-18T14:23:44+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 18, 2021 14:23</time>
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          <div class="sm:flex-grow">
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  Microsoft thrived during the COVID-19 pandemic, with the tech giant reporting revenue up 18% from the previous year. Here, Magellan outlines why Microsoft is still...
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              Global Matters: Infrastructure, interest rates and inflation
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
   Infrastructure, interest rates and inflation: three dynamics that are commonly linked, but often in an incomplete manner that does not reflect the full story of their...
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        4D Infrastructure
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              Hamish Douglass: Another stock headed for the trillion-dollar club
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  At a recent webinar, the Magellan CIO revealed: his childhood bedroom walls were adorned with compounding tables; he’s a big fan of Squid Game; and he thinks the...
</div>

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          <time datetime="2021-10-18T11:17:10+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 18, 2021 11:17</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>WAM Alternative Assets education series | Private <span class="whitespace-nowrap">equity<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 the third episode of the WAM Alternative Assets education series, Portfolio Manager Dania Zinurova discusses private equity, an asset class growing in popularity...
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              Weekly S&amp;P500 ChartStorm - 17 October 2021
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  The Weekly S&amp;P500 ChartStorm is a selection of 10 charts which I hand pick from around the web (+some of my own charts), and then post on Twitter.The charts focus on...
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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>An eye for intrinsic value lends itself to finding takeover <span class="whitespace-nowrap">targets<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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    You wouldn&#39;t be blamed for thinking the team at the Collins Street Value Fund were takeover punters - some of their largest performance contributors have come as 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>Surfing the wave of fintech <span class="whitespace-nowrap">innovation<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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  Unless you&#39;re bartering furs to sustain yourself in some wild corner of the world, you are afloat in the massive technological disruption sweeping the financial...
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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>10 of the ASX&#39;s best management <span class="whitespace-nowrap">teams<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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  We are often told that a management team can make or break a business. It&#39;s why industry jargon like &quot;skin in the game&quot; has become so renowned, and why investors...
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          <time datetime="2021-10-16T17:04:31+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 16, 2021 17:04</time>
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  This week came the announcement that the Bank of Sweden Prize in Economic Sciences has been awarded to three American economists for their work on natural experiments....
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          <time datetime="2021-10-16T05:49:58+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 16, 2021 05:49</time>
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  In the AFR I write that back in 2012 this column argued that notwithstanding a wealth of data on the history of military conflicts, and the so-called “correlates of...
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          <time datetime="2021-10-15T14:35:38+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 15, 2021 14:35</time>
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              As inflation threatens to impact almost everything we consume… a sleeping giant is waking up
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Consumer inflation was up by 5.4% in recent US data - in line with expectations. But Scott Williams from Fiftyone Capital reckons that a deeper look reveals a sleeping...
</div>

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        Fiftyone Capital
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          <time datetime="2021-10-15T13:04:00+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 15, 2021 13:04</time>
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              Rare opportunity in a serial outperformer
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  When I last wrote a wire on electronic solutions company Codan (ASX: CDA) in May 2018, the stock had been in an earnings upgrade cycle for the preceding two years....
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        RaaS Research Group
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            <a class="pre-header-sm lg:pre-header-md uppercase text-primary hover:underline" href="/categories/asset-allocation">Asset Allocation</a>

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          <time datetime="2021-10-15T12:15:32+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 15, 2021 12:15</time>
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              Value catches a (correlation) break
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Given the relatively minor drawdown in equity markets recently, there seems to be a surprisingly large number of dislocations appearing in global financial markets. ...
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        Elston Asset Management
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  data-controller="event turbo-stream " data-event-name-value="like_clicked" data-event-view-name-value="" data-event-id-value="49642" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;position&quot;:13320,&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-49642" data-load-engagement-count-target="comment" data-wire-id="49642" data-position="13320">
    <a
  class="lw-button tertiary_gray xs icon-only "
  href="/wires/value-catches-a-correlation-break#comment_body"
  
  data-controller="
    event 
     
    
    
     
  "
  data-controller="event" data-event-name-value="wire_comment_click" data-event-view-name-value="" data-event-id-value="49642" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;position&quot;:13320,&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-49642" data-load-engagement-count-style-value="listing" data-load-engagement-count-target="stats" data-wire-id="49642" data-position="13320" data-style="listing" data-device-type="desktop"></div>
          </div>
        </div>
      </div>
    </div>
    <div class="flex flex-row-reverse">
        <time datetime="2021-10-15T12:15:32+11:00" data-controller="datetime" class="hidden sm:block sm:flex-none order-1 w-36 uppercase pre-header-sm lg:pre-header-md text-darkgray">October 15, 2021 12:15</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=2021-10-15+12%3A15%3A32+%2B1100&amp;last_position=13320"></a>
</template></turbo-stream>
