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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="2022-01-26T14:05:31+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">January 26, 2022 14:05</time>
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              It was clear the RBA needed to raise rates this year before the inflation data...
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  The RBA should continue to wind back the policy stimulus delivered during the pandemic when it meets next month. The RBA will stop buying government bonds and there is...
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        Coolabah Capital
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          <time datetime="2022-01-26T08:00:24+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">January 26, 2022 08:00</time>
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              Why The Carlyle Group may be the next Blackstone
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    Why this PE high-flyer could be the next Blackstone Alternative asset managers KKR, Blackstone, and Carlyle have been major winners for the Montaka funds over the...
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              State government bonds transition from RBA QE to bank QE in 2022 and beyond...
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  Since 2014, banks have typically bought a large chunk of all new State government bond (&quot;semi&quot;) issuance, with a peak of 49% in 2020. Our analysis suggests that as a...
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              Share market falls: 7 things for investors to keep in mind
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  Most of the time, share markets are relatively calm and don’t make the headlines. But every so often they have a tumble and make the “front page” with headlines like...
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</span>    </div>
      <div>
        AMP
      </div>
  </div>
</div>

        </div>
        <div class="hidden lg:block lg:mt-4 mx-4 w-1 h-4 border-l border-gray-300"></div>
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        <time datetime="2022-01-25T11:42:14+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">January 25, 2022 11:42</time>
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          <time datetime="2022-01-25T11:26:33+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">January 25, 2022 11:26</time>
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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%] ">
              2022 – Time to take action (an alternative approach)
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  2022 looks like it could be a challenging year for equity investors. The after-effects of the pandemic driven monetary support which overwhelmed financial markets in...
</div>

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</a>    </div>
  <div id="profile-link" class="text-heavy-sm md:text-heavy-md text-darkestgray">
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</span>    </div>
      <div>
        Talaria Asset Management
      </div>
  </div>
</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="2022-01-25T09:11:26+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">January 25, 2022 09:11</time>
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full ">
              The only certainty is uncertainty
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  The stock market doesn’t view a calendar year any differently from all the other 365-day periods, but January is as good a time as any to look back and learn. If this...
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        Fidelity International
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          <time datetime="2022-01-25T07:56:44+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">January 25, 2022 07:56</time>
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  In December 2019, Bitcoin, a decentralised digital currency without a government guarantee, conventional bank-backing, or demonstrated utility as a scalable medium of...
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        Coolabah Capital
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          <time datetime="2022-01-25T07:41:22+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">January 25, 2022 07:41</time>
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  In this episode, David is joined by Karl Wellner of Papamarkou Wellner Asset Management, a US firm that provides investment solutions to some of Europe and the United...
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        Koda Capital
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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>3 key sectors and how to play <span class="whitespace-nowrap">them<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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  Looking back at the extraordinary year of 2021, and towards the year ahead, three senior members of the Magellan investment team explain their approach to managing key...
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        Magellan Investment Partners
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              Can Peloton (PTON) get back on track at current levels?
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Back in November we posted a wire on our short position in Peloton. The article discussed our valuation concerns and various headwind catalysts that supported our...
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        Fiftyone Capital 
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        ICM Global Markets - Janah Capital
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              The Match Out: ASX down but bounces well off lows, Adairs hurt by rising costs, Regis Resources’ FY production caves in
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        Market Partners 
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          <time datetime="2022-01-24T14:06:03+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">January 24, 2022 14:06</time>
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              Meet Tom: The farmer reaping the rewards of investing
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  During the day, Tom is a fifth-generation farmer, working on the land. By night, he&#39;s an avid investor. While others may relax in front of the TV at the end of the...
</div>

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        Merlon Capital
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  In the AFR on Friday I wrote that, for the first time in a long time, we agree with Jeremy Grantham: equities likely need to correct quite significantly. Here are some...
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        Coolabah Capital
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          <time datetime="2022-01-21T16:53:00+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">January 21, 2022 16:53</time>
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  Local equities traded to their lowest intraday level since the 29th September during today’s broad-based selling. Following the overnight moves and compounded by...
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        Market Partners 
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          <time datetime="2022-01-21T15:35:25+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">January 21, 2022 15:35</time>
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              Capital Group: In 2022, the risks are clear but the big picture is positive
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  Capital Group’s 2022 outlook cuts across global stocks and bonds in the US, China and Europe. It also explores dominant macro themes of interest rates and inflation,...
</div>

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        Livewire Markets
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          <time datetime="2022-01-21T14:11:08+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">January 21, 2022 14:11</time>
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              Winning the war on talent
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    As global fund managers, one of the most important areas of focus for many of the companies we research is around talent acquisition and retention. This issue goes...
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        Claremont Global
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