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          <time datetime="2023-03-20T18:41:31+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 20, 2023 18:41</time>
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              Banking crisis: All you have to fear is fear itself
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  The banks having problems now are the ones that stuffed up their hedging. The ones that stuffed up their lending are still to come.
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        Nucleus Wealth
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              The Match Out: UBS rescues CS, but market concerns remain
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  The daily Match Out for Monday 20 March with Market Matters&#39; James Gerrish.
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</a></div>

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      +2
</a></div>

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        Market Partners 
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          <time datetime="2023-03-20T16:18:03+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 20, 2023 16:18</time>
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              What does the Credit Suisse bail-in of its hybrids mean for Aussie bank hybrids?
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              Reporting season demonstrates resilient earnings from AREITs
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  There was much anticipation from REIT investors going into this reporting season. It not only reveals how AREITs are coping with the sharp interest rate rises, but it...
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              Charts of the Week - Inverted curves, the SVB effect, and pessimistic Britain
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  This week’s charts revisit the evolution of Fed funds futures as the US central bank heads into a potentially pivotal meeting
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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 oil and gas junior that stands to fill Australia’s looming gas demand <span class="whitespace-nowrap">gap<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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  Lauren Bennett, CEO for Omega Oil and Gas, discusses Omega&#39;s drilling activity and potential, gas shortages and the next three years.
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              Cost-push or demand-pull inflation?
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  The RBA is fighting inflation with higher rates but how effective will it be without suitable fiscal policy support?
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        Clime Asset Management
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              Inside the explosive growth of ASX-listed products
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  Ahead of Livewire’s new series &quot;Building the Perfect Portfolio on the ASX”, I look at what&#39;s behind the growth of the ETP market.
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              UBS buys Credit Suisse in CHF3 billion deal, bonds fully protected as AT1s are zeroed (Updated)
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  UBS acquires CS, imposing 89% losses on shareholders from 12mths ago, CS bonds/deposits are unaffected while hybrids are written-off
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        Coolabah Capital
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              S&amp;P 500 lower on bank stocks, UBS set to buy Credit Suisse, gold soars, ASX 200 set to tumble
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  Get up to date on overnight market activity and the big events for the day. 
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              Insights into the Australian Equities Landscape: A Conversation with Katie Hudson
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  Discover what 200 CEOs revealed about Australian Equities during reporting season with Yarra Capital&#39;s Katie Hudson
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          <div class="sm:flex-grow">
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              Analysing Fairlight’s Carbon Risks
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  Whilst Fairlight’s primary objective is to deliver superior investment returns to clients, we believe this can be achieved in an environmentally and ethically aware...
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              The Risk of Higher Rates the RBA’s Overlooking
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Its policy rate is well below the Fed’s. That can’t last: the RBA can’t indefinitely fight and must ultimately follow the Fed.
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          <div class="sm:flex-grow">
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              What Does SVB’s Collapse Mean for the Real Estate Cycle?
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  News of SVB&#39;s collapse has flooded the MSM headlines. Many are wondering how it fits in with the real estate cycle. Read on for a breakdown.
</div>

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        Fat Tail Investment Research 
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          <time datetime="2023-03-17T17:00:07+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 17, 2023 17:00</time>
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              Quant investing: What is optimisation?
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  Optimisation of a trading strategy is the process of adjusting the parameters of a strategy to achieve the best performance.   Why should you optimise a strategy? ...
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              The Match Out: ASX bounces into the weekend, but down ~2% for the week
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  Shares ended a volatile week on a quieter note today, particularly helped by a rally in Energy which had copped the brunt of the selling during the week after rude...
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        Market Partners 
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          <time datetime="2023-03-17T16:19:17+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 17, 2023 16:19</time>
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              Macro explanations don&#39;t hold water in small caps (and these stocks prove it)
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  Macro theses can only take you so far.
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              Inflation was the focus - then global banking broke
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  It&#39;s been a remarkable week for global banks - and the implications for two huge central bank meetings this week are still up for debate.
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