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          <time datetime="2022-04-23T04:22:57+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 23, 2022 04:22</time>
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              China preparing for war with Australia
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  The spectre of Chinese nuclear submarines, destroyers, fighters, and bombers based in the Solomon Islands, merely 1,752 kilometres from Australia’s mainland – and...
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          <time datetime="2022-04-22T17:06:08+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 22, 2022 17:06</time>
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              The Match Out: Market hit as Materials weigh, Megaport (MP1) down another ~10%
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    A tough session to end a softer week for the market with 80% of the ASX 200 finishing lower. We penned a note on Thursday titled: What are MM’s favourite defensive...
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      +10
</a></div>

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        Market Partners 
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              Tech’s mega themes show no signs of slowing
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  From Janus Henderson Investors, this is Research in Action. A podcast series that gives investors a behind-the-scenes look at the research and analysis used to shape...
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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%] ">
              Bond markets and house prices: Something’s gotta give
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
    Bond markets in Australia have had a tough time of late. Bond yields have climbed briskly, fearing a patient Reserve Bank of Australia (RBA) might just need to play...
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              Hedging against inflation –
gold or real estate?
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    In August last year, we highlighted that real estate (listed and direct) tends to outperform equities during periods of high inflation. We have previously cited the...
</div>

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        Quay Global Investors
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          <time datetime="2022-04-22T09:14:52+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 22, 2022 09:14</time>
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              Sandfire, Oz vulnerable to low-ball bids amid copper’s failure to join sanctions spike
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  Copper has not enjoyed the same hot run of other commodities like nickel and lithium. But according to resources guru Barry Fitzgerald the long term picture for the...
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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>How to avoid credit investing mistakes as rates rise, crises <span class="whitespace-nowrap">escalate<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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    “Get back to basics” and “Don’t make mistakes” – easily said, often difficult in practise. But they&#39;re key for credit investors seeking to navigate the current...
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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>Finding earnings “surprises” before they <span class="whitespace-nowrap">happen<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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    Company earnings are forecast to drop off as we move past the post-COVID bounce back in markets. That means that outperformance will be harder, but not impossible,...
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          <time datetime="2022-04-22T06:30:19+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 22, 2022 06:30</time>
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    Convertible notes, with their debt-like security on the downside and equity-like capital growth potential on the upside offer a bespoke and asymmetric risk / return...
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              The most important thing in today&#39;s environment
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  One of the 19 “Most Important Things” for Oaktree Capital’s famed co-founder Howard Marks (from his excellent 2011 book) is to have a sense of where we stand.  “I...
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              The Match Out: ASX edges higher on earnings upgrades while BHP production was hit and miss
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    It was a solid session for the ASX, finishing higher for a fifth straight session and again knocking on the door of new all-time highs. Most love was directed to the...
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              Inflation: an investor’s friend and foe
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    The data is showing it, central bankers are focusing on it and the community are feeling it at the fuel pump, the food aisle and through friendly conversations at...
</div>

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  Global markets had a rough time in the first quarter of 2022. It&#39;s no surprise, really - inflation is taking off, central banks are tightening or about to, and war is...
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        Livewire Markets
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          <time datetime="2022-04-21T11:20:33+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 21, 2022 11:20</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%] ">
              Where investors&#39; smart money is going as recession looms
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Analysts are now revising the probability of a recession in the US. Last week, Goldman Sachs&#39; Jan Hatzius upped the stakes - saying there is a 35% chance of a...
</div>

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        Livewire Markets
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              Cash is king when inflation shifts higher
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  March was a tough month for investors with equities, bonds, credit and even some haven currencies selling off dramatically. Global equities fell over 6%, US 10-year...
</div>

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          <div class="sm:flex-grow">
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              Loyalty is a sticky business
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
    This past month was notable in that it marked the two-year anniversary of the global spread of COVID-19, an external shock that generated one of the steepest...
</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>The asset class that doesn&#39;t care about inflation and rate <span class="whitespace-nowrap">hikes<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 a world saddled with inflation and the rate hikes that follow, equities and assets with long durations invariably suffer.  Luckily, the investment universe is much...
</div>

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