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          <time datetime="2022-03-17T12:17:21+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 17, 2022 12:17</time>
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              The Bitcoin halving
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  Tick-tock, next block. Since bitcoin was launched in 2009, the issuance cycle has been known.     The bitcoin issuance cycle is quite different to equities, where...
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          <time datetime="2022-03-17T09:35:55+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 17, 2022 09:35</time>
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              How concerned should we be about persistent inflation?
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  At the latest Crestone Investment Forum, held on 22 February 2022, we asked panelists to share their views on the likely path of markets and the global economy in...
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              Finding opportunities in market dislocations
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Read and listen to a WAM Leaders FY2022 Interim Results Webinar where Lead Portfolio Manager Matthew Haupt, Portfolio Manager John Ayoub and Equity Analyst Anna Milne...
</div>

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              Could the Russia-Ukraine war boost renewables investment?
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  Among all the concerns about Russian oil and gas, there’s been one unexpected beneficiary. Without any need for consumable fuels, renewable energy looks set for higher...
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        Montgomery Investment Management
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              How private debt can help guard against rising inflation
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  A boom in M&amp;A activity has filled the pipeline for private debt investors like Revolution Asset Management’s Bob Sahota. In this short wire, he explains how private...
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        Revolution Asset Management
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              How fundie favourite Fairlight finds quality stocks
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  Since the beginning of the pandemic, the rat race between Growth and Value has heated up, with both of these factors, at various points, winning over the market. But...
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              3 stocks to watch as energy, rare earths and wheat prices rip
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  As recent weeks have emphasised, volatility is back. And it’s highlighted the speculative nature of commodities, as whipsawing sentiment surrounding the war in Ukraine...
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        Livewire Markets
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              It’s time to add A-REITs to your portfolio
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  With increased volatility caused by geopolitical tensions and rising oil prices, defensive sectors such as REITs are starting to look attractive again.A-REITs have...
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        Pengana Capital Group
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          <time datetime="2022-03-16T07:42:30+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 16, 2022 07:42</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%] ">
              The janitor who amassed a fortune: How character underpins investment success
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  All investors want to become successful. Many wish to gain financial independence and help others. How to achieve these worthy goals? An exploration of the life and...
</div>

          </div>
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        Leithner &amp; Company Ltd
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              Risk of huge US$150 billion Russian debt default with consequences for investments in China...
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  Russia is near to defaulting on up to US$150 billion of foreign currency debt writes Christopher Joye. If China consents to provide military aid to Russia it would...
</div>

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        Coolabah Capital
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              The anniversary of US stimulus
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  US consumer companies have entered a nervous sales period as their customers are anniversarying last year’s large stimulus payments. Investor trepidation is warranted...
</div>

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        Great Ocean Road Advisors
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          <time datetime="2022-03-16T06:56:48+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 16, 2022 06:56</time>
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              Has the best of the resources rally already run?
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          <time datetime="2022-03-16T06:45:04+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 16, 2022 06:45</time>
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          <time datetime="2022-03-16T06:40:17+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 16, 2022 06:40</time>
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              The Match Out: ASX down, Materials and Energy weigh, Uniti Wireless gets a bid
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  The holding pattern continues for the market, with the ASX giving back around 50% of yesterday’s rally. With little clarity in negotiations between Russia and Ukraine,...
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          <time datetime="2022-03-15T16:25:49+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 15, 2022 16:25</time>
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  Bob Desmond and the team at Claremont Global don’t own banks or resources stocks. In fact, he never has. In this article, he explains why he avoids them, and the type...
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              2 stocks underpinned by soaring fuel prices, global defence spending
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  Australian petrol prices have spiked 11% in a single month and more than 30% over the last year, highlighting two themes and stocks Yarra Capital Management is backing...
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              &#39;Gradually then suddenly&#39; – Learning to love trend following
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Over the last 18 months, markets have repriced expectations for both interest rates and commodities, first gradually, then suddenly. The way this has occurred brings...
</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>Putin, inflation, rate hikes: How to weather the volatility <span class="whitespace-nowrap">ahead<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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  We cautioned investors that 2022 would likely see increased volatility thanks to the removal of three key policy accommodations over the year, including the end to QE,...
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