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          <time datetime="2022-12-01T09:53:49+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">December 01, 2022 09:53</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%] ">
              Healthcare stocks show signs of strength
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    Historically, the healthcare sector has tended to outperform the broader equity market during downturns. In 2022, that pattern continued with the S&amp;P 500® Health...
</div>

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        Janus Henderson
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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="2022-12-01T09:47:05+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">December 01, 2022 09:47</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%] ">
              Why China&#39;s reopening means the equity rally can continue
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  China&#39;s recent protests against zero-COVID are the biggest since 1989. But what implications are there for markets?
</div>

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        Ascalon Capital
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    Throughout 2022, equities investors have had difficulty reconciling the corporate sector’s sturdy financials with the expectation that aggressive monetary tightening...
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              The opportunities in global equity markets right now
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    This year the script has been flipped on investors.  With both bonds and equities registering negative returns in 2022, many investors have been struggling with...
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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 recession we have to have... again
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Deutsche Bank released its outlook and it’s not good news for bulls. Recession is coming. Brace yourself for 2023.
</div>

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              Investing for Life: Grant Hackett, OAM, CEO at Generation Life
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  “Talking about things, and being open and honest, is actually a sign of strength – not weakness.” This is how our guest in this episode of Investing for Life talks...
</div>

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              The Match Out: Stocks end a cracking November on a high, Inflation more benign than expected
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    A good day for the ASX to end what has been another stellar monthly performance, the ASX 200 advancing +6.75% (incl dividends) in November led by a ~20% advance by...
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          <time datetime="2022-11-30T13:15:03+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 30, 2022 13:15</time>
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          <div class="sm:flex-grow">
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              Why 2023 could be the biggest buying opportunity since the GFC
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  J.P. Morgan Asset Management believes 2023 could be the best year for a 60/40 portfolio for more than a decade. That&#39;s even if a global recession materialises.
</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%] ">
              The allure of smaller companies
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
     Many investors are interested in investing in smaller companies – especially ones that might eventually become bigger companies. Many smaller companies are in the...
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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 key to avoiding greenwashing
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  The range of ‘sustainable’ or ‘green’ investment products is proliferating as investment managers respond to investor demand for action on climate change and more...
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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%] ">
              Ausbil&#39;s five sectors for dividend growth in 2023 (and Materials isn&#39;t one of them)
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Plus, Deutsche Bank does not hold back on its 2023 global recession outlook. And history repeats itself in our chart of the day!
</div>

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    Bond Yields vs the PMI:  As alluded to in the section on treasuries in our latest report, one impact of a weakening growth outlook would be relief for bonds (our...
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              Magellan&#39;s approach to stocks and sectors for coming markets
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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: ASX recovers early losses to finish higher, Resources up on Chinese stimulus
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    The market was weaker this morning as concern bubbled over from Chinese protests on the weekend centred on their futile Covid-zero policy, however that pessimism...
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        Australian Eagle Asset Management 
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          <time datetime="2022-11-29T15:54:19+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 29, 2022 15:54</time>
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  In our latest interview for the Praemium Investment Leaders Series podcast, Praemium’s Damian Cilmi, Head of Investment Managers and Governance, interviewed Miriam...
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              The mining company riding the tailwinds of renewables and supply chain shifts
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    It’s perhaps natural to be concerned by the growing risk of conflict as Russia continues to pursue its attacks on Ukraine and as China sets its eyes on Taiwan. The...
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              Is the market asleep to this microcap med-tech company?
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    During a once-in-a-century global pandemic perhaps counterintuitively one of the most affected sectors was the medical device manufacturers. Weighed down by...
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