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          <time datetime="2022-03-11T13:49:42+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 11, 2022 13:49</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%] ">
              Australian Dollar: Friend or foe?
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  For Australian-based investors in unhedged global share portfolios, the Australian dollar is usually our friend during a crisis. Over the past 30 years, corrections...
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        Elston Asset Management
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          <time datetime="2022-03-11T13:45:04+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 11, 2022 13:45</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%] ">
              5 EM stocks trading at big discounts to their developed market counterparts
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
    Emerging markets are cheap from a comparable valuation perspective. It cannot be disputed that equity valuation in developed markets is high relative to its own...
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        Ox Capital
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              Small caps are cheap – The companies Oscar Oberg is watching (hint: one is a pre-IPO)
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  When you strip out the technology sector, Australian small-cap valuations are at decade lows. In fact, Wilson Asset Management lead portfolio manager Oscar Oberg...
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          <div class="sm:flex-grow">
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              Why tight monetary policy will not persist
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  In ‘Why elevated inflation will persist’ Pella posited that US inflation is likely to remain elevated through 2023 leading to monetary tightening during that period....
</div>

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    alt="Steven Glass"
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      <div>
        Pella Funds Management
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  </div>
</div>

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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%] ">
              Learning from historians as well as from history
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Responding to cannon fire in the bay, the citizens of Melbourne armed themselves and gathered in Port Melbourne in September 1854, believing a Russian attack that...
</div>

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    alt="Martin Pretty"
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</span>    </div>
      <div>
        Equitable Investors
      </div>
  </div>
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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%] ">
              Is this correction another 2008 in the making?
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  There are increasing worries about the current correction turning into a 2008 type event. From the 2007 peak to the 2009 low, the ASX200 lost 50% of its value. While a...
</div>

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</span>    </div>
      <div>
        Fat Tail Investment Research
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              A bullion trickle-down is underway, as emerging producers and explorers grab the spotlight
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  Gold’s retreat from near-record levels has put a stop to the re-rating of the leading gold stocks, for the time being at least. The re-rating got going at least 10...
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              Does anyone remember 2016?
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  I remember a few things. I remember the guy from ‘The Apprentice’ was back on TV. This time they’d given him the role of US President. News headlines spoke of...
</div>

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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: 6 stocks supercharging their dividends 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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  In case you missed it, the latest episode of Buy Hold Sell is all about bumper dividends and the stocks that are paying them. There’s also a cool chart showing the 10...
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">BHP Group Ltd</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:BHP</div>
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</a>    <div class="px-4 mt-0.5">
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  </div>
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    <div data-controller="tooltip">
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    <div
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  <div class="flex items-center gap-2">
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  <div>
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      <div class="p-4 flex group">
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Bluescope Steel Ltd</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:BSL</div>
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</a>    <div class="px-4 mt-0.5">
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  </div>
</div>

    <div data-controller="tooltip">
  <a aria-label="COH" data-controller="event" data-event-name-value="link_click" data-event-id-value="50996" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-coh">
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>
  <div class="flex items-center gap-2">
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</a>  <div class="hidden" data-tooltip-target="content">
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  <div>
    <a data-controller="event" data-event-name-value="link_click" data-event-id-value="508" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-coh">
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            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:COH</div>
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</a>    <div class="px-4 mt-0.5">
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      +4
</a></div>

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</a>  <div class="hidden" data-tooltip-target="content">
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    <div class="h-0 w-full flex justify-center">
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    <div data-controller="tooltip">
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  <div>
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</a>  <div class="hidden" data-tooltip-target="content">
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  <div>
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    <div class="h-0 w-full flex justify-center">
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  </div>
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    <div data-controller="tooltip">
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>
  <div class="flex items-center gap-2">
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</a>  <div class="hidden" data-tooltip-target="content">
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  <div>
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</div>

    <div class="h-0 w-full flex justify-center">
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  </div>
</div>

    <div data-controller="tooltip">
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    <div
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>
  <div class="flex items-center gap-2">
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</a>  <div class="hidden" data-tooltip-target="content">
    <div class="w-80 rounded-md overflow-hidden shadow-horver-card border border-light">
  <div>
    <a data-controller="event" data-event-name-value="link_click" data-event-id-value="1867" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-siq">
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</a>    <div class="px-4 mt-0.5">
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      +2
</a></div>

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              Stock valuations hit near-record levels
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  “De-risking” is the buzzword du jour on Wall Street, where hedge funds and their ilk are cutting positions, selling stocks and covering shorts. So-called degrossing...
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          <time datetime="2022-03-10T15:42:08+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 10, 2022 15:42</time>
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              The stocks to own as inflation rises
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  The ‘Value versus Growth’ argument is often presented as a dichotomy. Either you buy “bombed out cyclicals” or low multiples, or you buy high-growth, often...
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          <div class="sm:flex-grow">
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              Themes from Reporting Season 2022
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  The February 2022 company reporting period, that concluded this week was more muted than previous periods, coming after the doom and gloom of 2020 and then the...
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        Atlas Funds Management
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          <time datetime="2022-03-10T13:21:11+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 10, 2022 13:21</time>
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              A US$50tn opportunity: Why today&#39;s woes drive tomorrow&#39;s winners
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Without stating the obvious, 2022 has gotten off to a rough start. Many were infected with the Omicron variant while markets stopped climbing their wall of worry. If...
</div>

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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              ASX reporting season update:
Plenty of bright spots, despite cost pressures
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
   Key Points    The ASX200’s heavy weight stocks such as BHP, RIO, CBA, and CSL all delivered positive earnings results and this provides comfort in our overweight...
</div>

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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%] ">
              The 20 best and worst ETFs: A quarterly performance review
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  Rodney Lay from Risk Return Metrics shares a detailed report on the rapidly expanding ETF sector on the ASX. Click through for a summary of the 20 best and worst...
</div>

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        Risk Return Metrics
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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%] ">
              The Match Out: Stocks bounce, a big day for Nickel Mines (NIC), Aristocrat (ALL) update solid
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  The choppy nature of the current market continued today with the ASX bouncing back from yesterday’s decline with all sectors finishing higher. After stabilising...
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              Swap spreads to tighten as the bond-premium fades
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  Swap spreads are being driven by expensive bonds In advance of next week’s roll, Aussie swap spreads have widened to extremes last seen just prior to the December...
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        Coolabah Capital
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          <time datetime="2022-03-09T14:43:57+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 09, 2022 14:43</time>
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              Chart of the Week - The real price of crude oil
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  This chart really helps put things into perspective, and in many respects it&#39;s perhaps one of the most important macro/market developments this year (decade?) And, uh...
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