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          <time datetime="2021-12-07T14:43:53+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">December 07, 2021 14:43</time>
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  If 2020 was the year for China’s markets to outperform, the baton was passed to India and other regional markets in 2021. One of the most obvious reasons to invest in...
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        Fidelity International
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              Lending for commercial real estate provides welcome alternative to bond markets
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    Times are tough for investors or advisers looking to add value through a defensive portfolio. Defensive, or income assets, aim to provide income rather than capital...
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  2021 has been a breakout year for cryptocurrencies, with its dramatic rise through the ranks of popular culture seeing the asset class move from the fringes of society...
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              Omicron: Scientists know very little, investors know even less
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Investors reacted to the emergence of the Omicron variant as they always do when confronted with potentially bad but unquantifiable news. They assumed the worst. The...
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          <time datetime="2021-12-07T06:30:15+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">December 07, 2021 06:30</time>
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          <time datetime="2021-12-06T15:42:28+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">December 06, 2021 15:42</time>
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              A less obvious way to invest in solar
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  In a recent article we posted on livewire we discussed Renewable Energy and that the price you pay always matters. We mentioned Sunrun and that it is one of Pella...
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  The equity market is filled with lots of smart professional and amateur investors, all with good access to information, so it&#39;s little surprise that most companies are...
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        Monash Investors
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              The biggest resources themes in 2022
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  Our team enters its fourth decade in natural resources management in a state of great anticipation. We are seeing companies busily writing 25-year growth contracts....
</div>

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        Janus Henderson
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        Allan Gray
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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="2021-12-06T07:17:07+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">December 06, 2021 07:17</time>
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              Existential conflict between economic data and market pricing
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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 AFR I write that financial markets are riddled with seemingly intractable inconsistencies right now. Arguably the best barometer of the global price of money,...
</div>

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        Coolabah Capital
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          <time datetime="2021-12-03T16:08:30+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">December 03, 2021 16:08</time>
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              APRA fails its super performance test
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  One of the most challenging problems plaguing superannuation choice is how to evaluate historical performance outcomes against a fund’s stated objectives, which has...
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        Coolabah Capital
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          <time datetime="2021-12-03T14:43:50+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">December 03, 2021 14:43</time>
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              No sign yet of the &quot;great resignation” phenomenon in Australia
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Kieran Davies from Coolabah Capital shares research showing that unlike in the US, there&#39;s no sign of the &quot;great resignation&quot; in Australia. Davies says this raises...
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      <div>
        Coolabah Capital
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          <time datetime="2021-12-03T14:20:31+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">December 03, 2021 14:20</time>
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              The Plenitude Powerhouse
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     We are a global long-short fund manager, and in respect of both the long and the short side of the portfolio we are looking at business fundamentals and a catalyst...
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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 Credit Suisse is investing in <span class="whitespace-nowrap">2022<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">
  Wealth manager Credit Suisse has dubbed 2022 the &quot;great transition&quot;, as the world begins to see a future beyond COVID-19, and as global growth and inflation continue...
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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 small caps bringing top quality for the long <span class="whitespace-nowrap">haul<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">
  Adding exposure to smaller companies in any portfolio brings a certain amount of risk, but as Justin Woerner from Elston Asset Management points out, some additional...
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        Independent Investment Research 
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