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          <time datetime="2021-10-28T13:23:44+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 28, 2021 13:23</time>
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              Gas prices, ‘greenflation’ and governmental gatherings
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  Gas prices in the UK shot up by 37% in a single day in early October. This was on top of a near trebling in price since the Summer of last year.The UK has become more...
</div>

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      <div>
        Pengana Capital Group
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              3 issues that are challenging investors in today’s market
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  In our recent investor webinar, we discussed three issues that are challenging investors in today’s market and how we are managing these issues in Pengana’s Australian...
</div>

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      <div>
        Pengana Capital Group
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              Property investors adapt to life after lockdown
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  As we come out of lockdown, our focus turns to the two real estate sub-sectors which have been most affected, retail and office, and assessing how these sectors will...
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        Pengana Capital Group
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              China&#39;s leaders move to protect nation&#39;s long-term health
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  In the spring of 2020 – in the early stages of the global pandemic – we marvelled at the resiliency of the Chinese stock market, which we ascribed to the country’s...
</div>

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        Pengana Capital Group
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              A little &quot;stag&quot; and a little &quot;flation&quot;
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  In this month’s Insight, we tackle the great stagflation debate (economic stagnation + high inflation). There is no question that inflation has proved less transitory...
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        Drummond Capital Partners
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          <time datetime="2021-10-28T10:16:16+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 28, 2021 10:16</time>
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  Packed the car and ready to take a re-opening road trip? Enjoyed a responsible G&amp;T during lockdown?  If you have, you may be familiar with some of the brands I am...
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        Montgomery Investment Management
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          <time datetime="2021-10-28T09:34:00+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 28, 2021 09:34</time>
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              &#39;Reaching for yield&#39; takes on a risky hue
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  William White, a Canadian, became the top economist at the Bank for International Settlements (BIS) over a 14-year career to 2008 at the bank owned by central banks....
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        Magellan Investment Partners
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              5 semiconductor companies you need to know about
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    Semiconductors are at the heart of modern computers and phones. Also known as microchips, they are the all-important “brains” behind any computer. Semiconductors are...
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        Global X ETFs
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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>What is the &quot;special sauce&quot; in a founder-led <span class="whitespace-nowrap">business?<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">
  Founder-led businesses have received a lot of attention lately, with research from Credit Suisse revealing they have generated an alpha of around 3.7% compared to...
</div>

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              Higher prices drive Incitec to a re-rating
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  Incitec Pivot was one of the Firetrail Absolute Return Fund’s top performers in the September quarter. We remain confident in the near-term prospects for its...
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              Central banks running too fast or too slow?
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Short dated bonds have aggressively repriced as inflation expectations rise and fears creep in that central bankers maybe heading towards a policy mistake as longer...
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        J.P. Morgan Asset Management
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          <time datetime="2021-10-27T16:33:32+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 27, 2021 16:33</time>
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              Clean up your act
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  Energy, its costs and its production have been in the news a lot recently. Putting the politics aside, two facts remain: there are finite reserves of fossil fuels; and...
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        VanEck 
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          <time datetime="2021-10-27T16:18:30+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 27, 2021 16:18</time>
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              The success of Netflix’s mission, “to entertain the world”, relies on two critical factors ― content and delivery.
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  The phenomenal worldwide success of Squid Game on Netflix is unsurprising to those who watch the company closely. Netflix has built its impressive and diverse content...
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        Swell Asset Management
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          <time datetime="2021-10-27T15:21:27+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 27, 2021 15:21</time>
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              Worried about a correction?
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  If you are worried about a correction, what should you do about it? Of course, there’s an equally important question before you even get there, which is whether a...
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        Fidelity International
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              The School of Rock (and 6 micro-caps for your watchlist)
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              4 compelling stocks for a post-pandemic world
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  Times like these, as tough as they are, create opportunity. In this wire, Loomis Sayles&#39; vice president and global equities portfolio manager, Eileen Riley, reveals...
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          <time datetime="2021-10-27T10:13:14+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 27, 2021 10:13</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>&quot;Trust your instinct&quot; – In conversation with Sir Frank Lowy <span class="whitespace-nowrap">AC<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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  How do you turn a humble delicatessen into the world’s largest operator of shopping centres — Westfield Corporation? What sort of personality do you need to become a...
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