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            <a class="pre-header-sm lg:pre-header-md uppercase text-primary hover:underline" href="/the-rules-of-investing">The Rules of Investing</a>

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          <time datetime="2021-11-19T16:52:19+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 19, 2021 16:52</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>Quality and growth: How Ben Clark consistently finds <span class="whitespace-nowrap">winners<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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  Ben Clark is a perennial favourite among Livewire readers, not to mention being one of the most consistent stock pickers on Livewire’s Buy Hold Sell. He recently sat...
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          <time datetime="2021-11-19T16:29:06+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 19, 2021 16:29</time>
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  It’s hard to imagine operating a business in today’s world without an online presence. For many businesses, this begins with having a website.Today, there are nearly 2...
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  The recent RBA backflip has eroded confidence in the Australian bond market and left fixed-income managers fuming. Just to remind folks, the last week of October gave...
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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>Where the &quot;smart money&quot; is buying in corporate <span class="whitespace-nowrap">bonds<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">
  As global economies start to normalise, themes around travel, tourism and retail commercial property have been lucrative trades for equity investors but have...
</div>

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            <a class="pre-header-sm lg:pre-header-md uppercase text-primary hover:underline" href="/categories/macro">Macro</a>

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          <time datetime="2021-11-19T12:45:33+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 19, 2021 12:45</time>
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              Only one industry currently meets the RBA&#39;s wage test for rate rises
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  An analysis of the industry split of wages shows why the RBA is sceptical that wages can accelerate fast enough to justify market expectations of rate hikes next year....
</div>

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        Coolabah Capital
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          <time datetime="2021-11-19T12:15:03+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 19, 2021 12:15</time>
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              Mortgage holders could be in for a shock as the next rate hike looms
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    Much has been written about how a deterioration in residential mortgage lending standards, questionable structuring and indiscriminate buying of AAA-rated bonds led...
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        Challenger Investment Management
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          <time datetime="2021-11-19T11:28:55+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 19, 2021 11:28</time>
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              Follow the smart money into private equity
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  Private equity plays a vital role in the financing and in the support of new and growth technologies. Some of the biggest companies in the world — Apple, Google, Meta...
</div>

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        VanEck 
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          <time datetime="2021-11-19T10:14:26+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 19, 2021 10:14</time>
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              Gold juniors beginning to bask in bullion’s brighter glow
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  Left behind for much of the year while battery metals soared to new heights, the gold juniors are back in town, with prices punching back through $US1,800/oz in...
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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>Buy Hold Sell: 5 stocks with resilient cash <span class="whitespace-nowrap">flows<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 a world of cheap debt, where money seems to continue to be thrown at the next big thing (like those &quot;Bored Ape&quot; NFTs, for example), it&#39;s easy to forget about the...
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          <time datetime="2021-11-19T06:30:15+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 19, 2021 06:30</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>It’s time to think <span class="whitespace-nowrap">differently<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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  For over a decade now, interest rates have been suppressed and money has been cheap and free-flowing. This has produced outstanding returns for traditional asset...
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          <time datetime="2021-11-18T21:06:45+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 18, 2021 21:06</time>
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              The re-opening play hiding in plain sight
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Since November last year, when accelerated vaccine approvals gave the world a clear path out of the pandemic, investors have been searching for “re-opening”...
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        Merewether Capital
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        Market Partners 
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          <time datetime="2021-11-18T16:57:46+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 18, 2021 16:57</time>
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              Green hydrogen is central to plans to achieve net zero
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  The US has launched a ‘hydrogen shot’ known as ‘111’ for one dollar for one kilo in one decade. The UK intends to be the “Qatar of hydrogen”. Japan wants to be a...
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        Magellan Investment Partners
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          <time datetime="2021-11-18T15:37:54+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 18, 2021 15:37</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>Was CBA&#39;s result really &#39;that&#39; bad? Plus, 3 stocks we are happy to buy <span class="whitespace-nowrap">now<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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  It’s not often we see CBA down around 8% in a session, taking a whopping 45 points from the index. But today was one of those rare days, as a weaker than expected...
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          <time datetime="2021-11-18T15:02:43+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 18, 2021 15:02</time>
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    At Claremont Global, a 10 to 15 stock concentrated quality growth manager that invests globally, we look at the portfolio in terms of the 4Ps: People, Process,...
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              ESG investing – it’s all about the how
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  ESG is playing an increasingly integral role in discretionary investment managers’ toolkits. However, until recently quant managers haven’t had the data to invest on...
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        Capital Fund Management
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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 one thing that could stop the house price <span class="whitespace-nowrap">party<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">
  Everyone loves a house party until the punch bowl is taken away and the lights are turned on. In this video, Lucerne Investment Partners&#39; Michael Houghton explains why...
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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>A dominant healthcare player with multiple growth <span class="whitespace-nowrap">avenues<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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  Explosive growth in Asia’s middle-class is a structural trend offering compelling investment ideas. Shannon McConaghy, of VGI Partners, says over 1.5 billion people...
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          <time datetime="2021-11-18T07:23:14+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 18, 2021 07:23</time>
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  The opportunity in value stocks remains compelling. Long-term investors should ignore the noise and focus on cheap valuations, strong operating metrics, and the solid...
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