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          <time datetime="2021-11-24T08:36:07+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 24, 2021 08:36</time>
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              Toohey: Where Aussie house prices are headed
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  Tim Toohey from Yarra Capital – who was rated Australia’s number one economist for 13 consecutive years – recently sat down with Malcolm Maiden to share his latest...
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          <time datetime="2021-11-24T06:30:16+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 24, 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>Emerging market growth without the regulatory <span class="whitespace-nowrap">headache<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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  Rising levels of education, entrepreneurship and wealth in Asia’s female population has fueled demand for luxury goods such as watches and jewellery. In the following...
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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>Don’t believe TINA: There are <span class="whitespace-nowrap">alternatives<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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  The expression ‘TINA’ (There Is No Alternative) has reached meme status in recent years as high prices in almost every asset class have left investors frustrated. With...
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  Each November, the brightest minds in Australia&#39;s funds management get together and auction off their best stock ideas in the Annual Charity Calcutta. Do you think you...
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          <time datetime="2021-11-23T18:40:04+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 23, 2021 18:40</time>
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          <time datetime="2021-11-23T14:50:39+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 23, 2021 14:50</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>The Supertrends to enhance your <span class="whitespace-nowrap">returns<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">
  At our recent Global Supertrends Forum, we had three panels discussing what we call Supertrends. These are the long-term themes we believe reflect societal change, and...
</div>

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        Credit Suisse
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          <time datetime="2021-11-23T12:49:34+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 23, 2021 12:49</time>
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              &quot;Unbelievable!&quot; KKR says M&amp;A momentum is not just a stock market story
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  Stocks have soared on the back of the more than US$3.6 trillion of M&amp;A deals inked in 2021 so far. But private debt has also done well, as Jeremiah Lane, a partner in...
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      <div class="flex items-center py-4 border-t border-light">
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  <img
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        Livewire Markets
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        <time datetime="2021-11-23T12:49:34+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">November 23, 2021 12:49</time>
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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="2021-11-23T11:52:53+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 23, 2021 11:52</time>
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full ">
              A 100-year view of inflation and asset returns
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Taking a very long view on inflation data, we see that equities and bonds both perform better when inflation is falling. But what about today’s world of persistent...
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        Firetrail Investments
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          <div class="sm:flex-grow">
            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              Government infrastructure investment multiplying jobs globally
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
   Recent IMF research shows that when governments invest in infrastructure, they create many new jobs. The IMF evaluated the direct employment effect of public...
</div>

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        4D Infrastructure
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          <div class="sm:flex-grow">
            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              Why we think CBA’s premium has peaked
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Across three decades the market has valued Commonwealth Bank at a premium relative to its three peers. Whether we look at earnings, dividends or book measures of...
</div>

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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">ANZ Group Holdings Ltd</div>
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Commonwealth Bank of Australia</div>
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          <time datetime="2021-11-22T11:52:02+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 22, 2021 11:52</time>
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Peter Lynch said: “You have to know what you own, and why you own it”. The same is true of an ETF. Here, Max Pacella of Mason Stevens, explains how you should...
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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>Forget the fads – the keys to high conviction <span class="whitespace-nowrap">investing<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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  The big investment themes of ‘best value’ or ‘high growth’ can overshadow the immediate point of concentrated investing - to make gains over time. Bob Desmond,...
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              5 residential property market trends to look out for in 2022
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  Australia’s residential property market is now settling into a period of slower growth, says Philip Ryan from Trilogy Funds. In this article, he explores five key...
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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>8 growth stocks on Frazis’s <span class="whitespace-nowrap">watchlist<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">
  If there is one man that loves &quot;explosive growth&quot;, it&#39;s Frazis Capital&#39;s Michael Frazis. In this wire, Livewire&#39;s Glenn Freeman summarises the portfolio manager&#39;s...
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          <time datetime="2021-11-22T06:30:14+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 22, 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>The one thing that could cause market <span class="whitespace-nowrap">Armageddon<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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  Say what you will about the film, but I thoroughly enjoyed 1998-smash Armageddon. For those who haven&#39;t seen it, NASA agents discover a large asteroid is set to hit...
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              The stupidity of rent controls
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  Jonathan Rochford of Narrow Road capital writes that government intervention has made housing less affordable. Here he suggests five things he thinks will counter...
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        Narrow Road Capital
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              From Russia to real assets: How this portfolio manager is democratising alternatives
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  It&#39;s been a year since Zinurova was tasked with leading the then recently acquired WAM Alternative Assets portfolio, which became the seventh LIC to enter prominent...
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          <time datetime="2021-11-19T17:20:40+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 19, 2021 17:20</time>
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              The Match Out: ASX up a touch today, down around 1% for the week, Crown gets a bid (again)
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  The market finished marginally higher today but was down around 1% on the week, thanks to weakness among the financials, courtesy of Commonwealth Bank’s (ASX: CBA)...
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