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          <time datetime="2022-04-11T15:04:00+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 11, 2022 15:04</time>
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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>Neuberger Berman: Recession isn&#39;t imminent despite the catastrophe in <span class="whitespace-nowrap">Ukraine<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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  Fears of a global recession have waxed and waned since the pandemic hit more than two years ago. As government policies and bond-buying propped up economies around the...
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          <time datetime="2022-04-11T10:21:44+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 11, 2022 10:21</time>
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              Is it time for an overweight allocation to Australian shares?
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  The Australian market is dominated by the financials and mining sectors. Diversification needs therefore dictate that investors should be looking offshore. But is this...
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        Fidante
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          <time datetime="2022-04-11T09:53:16+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 11, 2022 09:53</time>
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          <div class="sm:flex-grow">
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              We live in a finite world
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Spaceship Earth, together with its local galaxies, is speeding through our part of the universe at over 600 miles per second. The good news is that no Klingon battle...
</div>

          </div>
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      <div>
        GMO
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          <time datetime="2022-04-11T06:30:13+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 11, 2022 06:30</time>
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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>Is this the start of another commodities <span class="whitespace-nowrap">supercycle?<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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  Another day, another skyrocketing commodity. In recent months, various commodity-related stocks have taken off, while the S&amp;P GSCI - the index which tracks the global...
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          <time datetime="2022-04-11T06:30:13+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 11, 2022 06:30</time>
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              Looking to profit from inflation?
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  The APN Global REIT Income Fund invests in a portfolio of Real Estate Investment Trusts (REITs) listed in North America, Europe and the Asia Pacific region to generate...
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          <time datetime="2022-04-11T06:25:54+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 11, 2022 06:25</time>
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              Weekly S&amp;P500 ChartStorm - 10 April 2022
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  The Weekly S&amp;P500 ChartStorm is a selection of 10 charts which I hand pick from around the web and post on Twitter. The purpose of this post is to add extra color and...
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        Topdown Charts
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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="2022-04-10T06:06:20+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 10, 2022 06:06</time>
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              Build a big electric fence to secure the nation
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  In preparing for the very real prospect of a fully-fledged Indo-Pacific War between China and the West, Australia faces an enormous paradox, writes Christopher Joye...
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        Coolabah Capital
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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 Match Out: Index carried by resources, Platinum (PTM) smashed on weak FUM, GrainCorp (GNC) hits all-time highs
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Commodities helped support the local index into the weekend as the index recouped most of the losses see this week. Materials were strong coming on the back of further...
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        Market 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>The Rules of Investing - The Greatest Hits (Vol <span class="whitespace-nowrap">1)<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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  And that&#39;s a wrap! After nearly seven years with Livewire, and five years running The Rules of Investing podcast, I&#39;ll be finishing up today. Please throw your support...
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              Receding tide reveals the best opportunities for active investors
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  Following a sustained period of higher inflation, complicated more recently by the spike in commodity prices following Russia’s invasion of Ukraine, central banks are...
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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>WAM Alternative Assets Megatrends Series | <span class="whitespace-nowrap">Digitalisation<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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  The WAM Alternative Assets Megatrends Series explores the long-term megatrends that the WAM Alternative Assets (ASX: WMA) portfolio can access through investing in...
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              Commodity shock - Australia&#39;s outperformance
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  In early March, a decision to adjust equity portfolio weightings to various regions could be viewed as one based on relative exposures to higher energy prices, says...
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        LGT Crestone
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Calidus Resources Ltd</div>
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</a>    <div class="px-4 mt-0.5">
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    <div
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  <div class="flex items-center gap-2">
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</div>

</a>  <div class="hidden" data-tooltip-target="content">
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  <div>
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">De Grey Mining Ltd</div>
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        </div>
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</a>    <div class="px-4 mt-0.5">
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  <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>Commercial real estate is bucking the work from home <span class="whitespace-nowrap">trend<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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  Australia’s real estate market is often spoken about as if it’s this big, undifferentiated thing that moves as one.   Especially when it comes to listed real estate,...
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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: 4 top stocks (and 2 that have lost their <span class="whitespace-nowrap">shine)<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">
  In case you missed it, Livewire&#39;s Ally Selby was joined by WaveStone Capital&#39;s Raaz Bhuyan and Perpetual&#39;s James Rutledge for a jam-packed episode of Buy Hold Sell....
</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%] ">
              Condoleeza Rice: How Putin will push up gas and oil prices for longer than you think (and why this is good for Aus)
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Credit Suisse’s annual Asian Investment Conference usually throws up some special insight and this year was no exception. In this wire, Andrew McAuley from Credit...
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              Six ways to drive income in uncertain markets
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  It&#39;s not the easiest time to be an investor, let alone one nearing retirement. After all, investors have to generate income growth to offset the impact of inflation,...
</div>

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        ClearBridge Investments
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              Resources - Set up to top out
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  We are set up for the top of the commodity price cycle. As you know we have enjoyed a fabulous run in the resources sector on the back of rising commodity prices...
</div>

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        Marcus Today
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              The looming French presidential election &amp; what it means for global infrastructure
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  The French presidential election is underway, with a first-round vote on Sunday 10 April and the run-off between the top two candidates on Sunday 24 April. In a likely...
</div>

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        4D Infrastructure
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