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          <time datetime="2022-06-15T11:02:52+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 15, 2022 11:02</time>
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              Where to from here? Tips to dodge the noise
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    Over the years, Spatium Capital has written about and been interviewed on many topics – the Russian invasion of Ukraine, the Omicron strain, the Delta strain,...
</div>

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        Spatium Capital
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            <a class="pre-header-sm lg:pre-header-md uppercase text-primary hover:underline" href="/categories/investment-theme">Investment Theme</a>

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          <time datetime="2022-06-15T10:35:44+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 15, 2022 10:35</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>Indecisive Dave and the backlash against <span class="whitespace-nowrap">ESG<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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  For readers who have yet to discover the great British comedy ‘The Fast Show’, you are in for a treat. I was reminded of one of the show’s characters known as...
</div>

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              Bullwhip effect: Why big tech earnings (and share prices) will snap back
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    Since their 2021 peaks, the share prices of the world’s largest technology companies have recorded breathtaking declines. These once high-flying stocks have seen...
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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>What China and India&#39;s  knife-edge ride means for <span class="whitespace-nowrap">investors<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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    China and India are the world&#39;s two largest emerging market economies, yet both face an uphill battle as they reckon with COVID and inflation respectively.  In this...
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              Chart of the Week - Not Expensive, But Not Cheap Yet
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              Charts and caffeine: Citi&#39;s two Big Four bank buys
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
    Welcome to Charts and Caffeine - Livewire&#39;s pre-market open news and analysis wrap. We&#39;ll get you across the overnight session and share our best insights to get you...
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              A look at what transaction activity suggests for the future of office
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    So here’s the conundrum: if workers are only present in their offices a few days a week and an investment into commercial office buildings will surely suffer as a...
</div>

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        Dexus Real Estate Securities
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          <time datetime="2022-06-14T17:25:43+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 14, 2022 17:25</time>
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              The Match Out: ASX sinks 3.5%, Bounced from key technical support but keep turning up!
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    I have a few sayings written on my desk at work and at home, probably the most useful is simply ‘keep turning up&#39;. By that I mean to continue to do the work, don’t...
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    <div
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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 ">Lynas Rare EARTHS Ltd</div>
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  </div>
</div>

    <div data-controller="tooltip">
  <a aria-label="NCM" data-controller="event" data-event-name-value="link_click" data-event-id-value="51992" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-ncm">
    <div
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  <div class="flex items-center gap-2">
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  <div>
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  <div>
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    <div data-controller="tooltip">
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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="1707" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-rmd">
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</div>

    <div data-controller="tooltip">
  <a aria-label="SGP" data-controller="event" data-event-name-value="link_click" data-event-id-value="51992" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-sgp">
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  <div>
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        Market Partners 
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              US recession risks rapidly rising
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    Financial conditions are central to the US outlook. Fed Chair Jerome Powell stated earlier this year that &quot;Policy works through financial conditions. That&#39;s how it...
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        Firetrail Investments
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              The naked truth about short selling
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            <a class="pre-header-sm lg:pre-header-md uppercase text-primary hover:underline" href="/categories/macro">Macro</a>

          <div class="__Wires_TolTagComponent_51985 inline-flex items-center shrink-0"></div>
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          <time datetime="2022-06-14T13:24:17+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 14, 2022 13:24</time>
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full ">
              Record high inflation could trigger a fresh financial crisis
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
    Italy’s 66th post-war government collapsed in January 2021 when a coalition led by Prime Minister Giuseppe Conte crumbled. President Sergio Mattarella encouraged the...
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              The divide(nd) of income: how to invest for franking credits
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  More than half of the companies on the S&amp;P/ASX 200 either fully pay or partially pay franked dividends. What are franked dividends and why do investors want to invest...
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              After COVID-19, mRNA-leader Moderna has the potential to become a major pharma disruptor
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    “Necessity is the mother of invention” is a timeless proverb that originated thousands of years ago in ancient Greece by the philosopher Plato.  Yet it remains...
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        Montaka Global Investments
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          <time datetime="2022-06-14T08:05:16+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 14, 2022 08:05</time>
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  There is, it seems, a price for everything. For the first time since the market plunge in March 2020, more company bosses and other senior executives were buying...
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        Fidelity International
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              Investors beware: “Cheap&quot; renewables are very expensive
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  For years, it’s not merely been conventional wisdom; it’s become a pillar of the zeitgeist and a litmus test of acceptable opinion: electricity generated from...
</div>

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              Charts and caffeine: Goldman&#39;s top three ASX healthcare stocks
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    Welcome to Charts and Caffeine - Livewire&#39;s pre-market open news and analysis wrap. We&#39;ll get you across the overnight session plus share the best of our insights to...
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              <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>10 blue chip management teams in the <span class="whitespace-nowrap">ASX200<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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            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  In challenging times, the quality of management is paramount to ensure that shareholders capital is well looked after, and companies can survive the battles. Solid...
</div>

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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Computershare Ltd</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:CPU</div>
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            Followed by<span class="font-bold text-gray-700"> 150 </span>people
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">CSL Ltd</div>
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            Followed by<span class="font-bold text-gray-700"> 1585 </span>people
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Iluka Resources Ltd</div>
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            Followed by<span class="font-bold text-gray-700"> 193 </span>people
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Computershare Ltd</div>
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            Followed by<span class="font-bold text-gray-700"> 150 </span>people
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">CSL Ltd</div>
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              There were 191 ASX IPOs last year - many of them are now down over 70%
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  As we approach the end of the 2021/22 financial year, it&#39;s time to take stock of what has worked well over the last 12 months. If there was any one dominant theme for...
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  Investors traditionally flock to defensive asset classes like fixed interest in volatile and inflationary markets, but equities might offer a better defence. It just...
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        Livewire Markets
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              Why country risk matters
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
    Right from the early origins of the 4D business, country risk was a key area that we thought needed to play a significant role in our investment process. As truly...
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        4D Infrastructure
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