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          <time datetime="2022-03-30T14:28:25+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 30, 2022 14:28</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%] ">
              Storm clouds are gathering over equity markets
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Earlier this year, David Moberley from Paradice Investment Management said he was keen to put the macro aside and get back into stock picking. But sometimes markets...
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        Livewire Markets
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          <time datetime="2022-03-30T14:17:26+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 30, 2022 14:17</time>
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  Over the last three decades plastic consumption has quadrupled with 353 million tonnes of plastic waste generated in 2019. While many use cases contribute to these...
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        Ellerston Capital
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        Magellan Investment Partners
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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>Stocks Neat: American bourbon and business <span class="whitespace-nowrap">insights<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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  Haven’t travelled in a while? Join Gareth Brown and I in Chicago for an episode of Stocks Neat, as we taste-test an American bourbon and recap our research trip in the...
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  Extreme weather events in North America last summer alone incurred a damage bill of almost $500 billion for insurers and reinsurers. “And these events will continue to...
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              Chart of the Week - Vertiginous Valuations
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              The unloved business that Tribeca believes has 250% upside
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  In a recent report from the Tribeca Global Natural Resources team, they shared their view on Santos, which currently represents the largest position in their...
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              NFTs and DeFi: what are they and why should you care?
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   One of the concepts at the very heart of the blockchain world is “decentralisation.” It refers to the transfer of control and decision-making from a centralised...
</div>

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        Cosmos Asset Management
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              The Match Out: ASX rallies ahead of the Budget tonight, Tech leads the line…
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  A strong session for the ASX today with most sectors in the green ahead of the budget tonight. Technology stocks followed their US counterparts higher while consumer...
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              Meet Robert: Fed up with the noise, this adviser has a few secret weapons
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  In the second edition of our new series Meet the Adviser, Robert Baharian lays it all on the table and shares the ETFs that both he and his clients use for long-term...
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              The healthcare revolution is happening now
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  The silicon chip revolutionised the computing world, bringing personal computers, the iPhone, and wearable technology. Ryan Hutchinson from Lazard Asset Management...
</div>

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              What does the future hold for the Buy Now, Pay Later sector?
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  Investors in the Buy Now, Pay Later (BNPL) sector have continued to be pummelled since the announcement of the Afterpay-Square merger with share prices across the...
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        MA Financial Group
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              Prepare to take advantage of 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">
  There was one thing that PIMCO’s investment professionals immediately agreed upon when we gathered – mostly virtually again – for our recent quarterly Cyclical Forum:...
</div>

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        PIMCO
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              What commodity markets are telling us, if you know where to look
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Volatility and noise in financial markets has increased markedly in the last month as a combination of geopolitical tensions and outbreak of inflationary expectations...
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              Central banks are right to be worried about inflation - there&#39;s more coming
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Central banks have begun the task of normalising interest rates from historically low levels. The reason? Inflation. After backing away from describing inflation as...
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              Opportunities in equity market volatility
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  In this wire, 4D senior investment analyst Tasneef Rahman shows how volatile markets often give rise to the best investment opportunities. Investors can overreact to...
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        4D Infrastructure
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              Is there value in fixed income?
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  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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          <time datetime="2022-03-29T07:18:37+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 29, 2022 07:18</time>
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              Capex delays likely to greatly reduce state borrowing in FY2023 by $8bn to $16bn alone
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  Our research indicates that issuance of state government debt is likely to be between $8bn and $16bn lower than the market expects in FY2023 (or 2022-23 in budget...
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        Coolabah Capital
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