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          <time datetime="2021-10-25T14:06:41+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 25, 2021 14:06</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>Breaking ground: Joseph Lai&#39;s first portfolio <span class="whitespace-nowrap">additions<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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  Setting up a new fund is a time of joy and nervous anticipation. There&#39;s deciding on a new name, hiring talented investors and putting your own capital into the fund,...
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          <time datetime="2021-10-25T13:29:37+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 25, 2021 13:29</time>
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              Australian property market September 2021 update
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  Australian property market prices continued to climb over the last month, with the past six months seeing some of the strongest growth on record.Mortgage fixed...
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        Nucleus Wealth
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              3 reasons for stocking up on QBE
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  QBE is currently trading at a 27% discount to the ASX200 on a 12-month forward basis, 16% below its 10-year average. Blake Hendricks from Firetrail outlines three...
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              Silver lining in a volatile period for the Asia ex-Japan region
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  The September 2021 quarter will go down as a difficult one for Asian equities. Dropping 9.3% in US dollar terms, the MSCI AC Asia ex-Japan Net Index USD experienced...
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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 | <span class="whitespace-nowrap">Infrastructure<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 fourth episode of the WAM Alternative Assets education series, Portfolio Manager Dania Zinurova discusses infrastructure, an asset class that plays an important...
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    Hard-bitten infrastructure investor Jonathan van Rooyen, co-founder of unlisted infrastructure fund manager Invest Unlisted, kicked off a recent interview with a...
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              NSW shocks bond markets by slashing $22 billion in debt
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  In the AFR today, John Kehoe reports on another huge shock for bond markets with the NSW government sensationally announcing late Friday afternoon that it will be...
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          <time datetime="2021-10-25T07:14:26+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 25, 2021 07:14</time>
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              Fundies&#39; top picks: The stocks that surprised us and the outlook for the final quarter
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  With less than a quarter to go until the finish line, we&#39;ve got one last update for you on the Fundies&#39; top picks from our annual Outlook Series. Mia Kwok...
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          <time datetime="2021-10-25T07:12:02+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 25, 2021 07:12</time>
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              A growing income opportunity with the benefit of diversification
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  The global bond market is enormous, estimated at about US$120 trillion, while in Australia the corporate bond market makes up 60% of the market cap of the entire ASX....
</div>

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          <time datetime="2021-10-24T19:27:54+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 24, 2021 19:27</time>
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              Weekly S&amp;P500 ChartStorm - 24 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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          <time datetime="2021-10-23T07:46:34+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 23, 2021 07:46</time>
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              Opportunities in clean energy and nuclear submarines
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  Over the past few months, the newspapers have been filled with articles about the Prime Minister’s shifting stance towards zero carbon emissions. The Glasgow climate...
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          <time datetime="2021-10-23T05:48:43+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 23, 2021 05:48</time>
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              Bond market tries to bully RBA
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  In the AFR I write that two big dramas playing out this week are the bond market trying to bully Martin Place into tightening monetary policy and allegations that NSW...
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          <time datetime="2021-10-22T17:20:31+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 22, 2021 17:20</time>
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              The Match Out: ASX flat, Banks rally on the week, Energy pulls back after a strong run, Have a great weekend all
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  The market limped into the weekend with a distinct lack of conviction. Energy and Materials were weak today, the former actually down around 4% on the week after a...
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          <div class="sm:flex-grow">
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              Does reporting season really matter?
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Last month was one of the year’s two big reporting seasons. The majority of listed companies have either a December or June year end, which means that in February and...
</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>Five high-conviction themes Joseph Lai says will drive the emerging market equity <span class="whitespace-nowrap">rebound<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 it comes to investing and markets, there&#39;s a necessity to talk about the averages. And in the context of 2021, no doubt you&#39;ve seen multiple headlines declaring...
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        Auscap Asset Management
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              An imbalance in supply and demand fundamentals
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  At MP Funds Management we keep an eye on the fundamentals of each property sector for the purposes of ascertaining where investment value or an arbitrage may be.We...
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        MP Group International
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          <time datetime="2021-10-22T11:55:38+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 22, 2021 11:55</time>
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              A market Rorschach Test
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  Investors seem to be looking at the same data and drawing vastly different conclusions. It’s like there are two utterly different investment markets in the one...
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        Nucleus Wealth
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