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          <time datetime="2021-12-01T09:35:32+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">December 01, 2021 09:35</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>Buyers and sellers — and VGI — flock to Japan&#39;s leading <span class="whitespace-nowrap">marketplace<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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  Japan&#39;s leading platform for trading used goods, Mercari, has grabbed the attention of the investment team at VGI Partners, who have placed it among their top 10...
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          <time datetime="2021-12-01T09:00:55+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">December 01, 2021 09:00</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 inflation spectre looming in the global <span class="whitespace-nowrap">economy<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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  We live in an extraordinary time for the global economy. Despite supply chain and workforce issues, a commodities boom and rising energy costs, the US Federal Reserve...
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        Magellan Investment Partners
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  FOMO is evident wherever you look. It’s your children pretending they know the difference between Bitcoin and Ethereum. It’s the US$2.6 trillion of leveraged bets that...
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          <time datetime="2021-12-01T07:15:11+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">December 01, 2021 07:15</time>
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              It pays to back Quality
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  A Quality global equities strategy that pays attention to valuation should deliver strong returns above the market, as well as downside protection. Such a portfolio...
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          <time datetime="2021-12-01T06:45:11+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">December 01, 2021 06:45</time>
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              The 60/40 portfolio is dead, so here&#39;s where to invest your non-equities cash
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  While the 60/40 portfolio may be dead, the jury is still out on just what your fixed-income exposure should be. Lazard’s multi-asset maestro, Ronald Temple, however,...
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              Financial repression is harder this time around
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        Market Partners 
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          <time datetime="2021-11-30T17:04:04+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 30, 2021 17:04</time>
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              Top LIC picks and a different perspective
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  Bell Potter Securities&#39; Hayden Nicholson has named three standout listed investment companies in the stockbrokers&#39; September Quarterly report on the sector, including...
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          <time datetime="2021-11-30T15:57:58+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 30, 2021 15:57</time>
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              How fundies are reacting to Omicron
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  Markets had a hissy fit this week as news of the latest COVID variant, Omicron, hit the stands. But is Omicron actually worthy of investors attention? We spoke...
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          <time datetime="2021-11-30T15:21:23+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 30, 2021 15:21</time>
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  We have made significant adjustments to our portfolio of quality Australian and global listed companies as the disruption of the pandemic gradually clears. We search...
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          <time datetime="2021-11-30T15:11:12+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 30, 2021 15:11</time>
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              Two stocks to beat inflation
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  In the world of business, there are ‘price makers’ and ‘price takers’.  Companies that have pricing power from strong market positions in good industries, with wide...
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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>Two household names to delight investors with their earnings <span class="whitespace-nowrap">streams<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&#39;s not earnings that drive share prices but surprises in earnings, says Alphinity Investment Management&#39;s Jeff Thomson. &quot;It&#39;s that surprise in earnings, where...
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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>17 stocks the WAM analysts rate and 11 they <span class="whitespace-nowrap">don&#39;t<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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  As we attempt to settle into the new &#39;normal&#39; post lockdown, there is a light at the end of the tunnel with Australian stocks powering ahead. That said, our analysts...
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          <time datetime="2021-11-30T09:15:12+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 30, 2021 09:15</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>Natural gas in demand as Europe’s winter looms <span class="whitespace-nowrap">large<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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  As an unprecedented European winter power crunch approaches, North America’s natural gas sector is rising from more than a decade-long slumber. For the sector, a...
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          <time datetime="2021-11-30T08:52:11+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 30, 2021 08:52</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>Michael Goldberg - Long live <span class="whitespace-nowrap">value<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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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  This fortnight on Inside the Rope, Koda Capital&#39;s David Clark sits down with Michael Goldberg, the founder, managing director and portfolio manager of the Collins St...
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        Koda Capital
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              2022 Global outlook - Omicron update
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Nineteen months since the end of the COVID-19 recession, Morgan Stanley&#39;s Nathan Lim believes we are currently well into the middle of the current economic cycle. In...
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        Lonsec Holdings
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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 right way to get investors a long term return they can <span class="whitespace-nowrap">trust<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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  Environmental, social and governance issues are now well and truly part of the investment mainstream. For BlackRock, a fund manager with about US$9.5 trillion in...
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