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          <time datetime="2022-01-21T15:35:25+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">January 21, 2022 15:35</time>
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              Capital Group: In 2022, the risks are clear but the big picture is positive
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  Capital Group’s 2022 outlook cuts across global stocks and bonds in the US, China and Europe. It also explores dominant macro themes of interest rates and inflation,...
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        Livewire Markets
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          <time datetime="2022-01-21T14:11:08+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">January 21, 2022 14:11</time>
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              Winning the war on talent
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
    As global fund managers, one of the most important areas of focus for many of the companies we research is around talent acquisition and retention. This issue goes...
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        Claremont Global
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          <time datetime="2022-01-21T13:53:05+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">January 21, 2022 13:53</time>
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        Franklin Templeton
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              Let the wild rumpus begin*
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Today in the U.S. we are in the fourth superbubble of the last hundred years. Previous equity superbubbles had a series of distinct features that individually are rare...
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        GMO
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  Sandfire’s MD Karl Simich is about to head off to sunny Spain to collect the keys to the MATSA copper-zinc operation. MATSA is an established low-cost producer of...
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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: Your most-tipped large <span class="whitespace-nowrap">caps<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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  In case you missed it, our first episode of Buy Hold Sell for 2022 is a special, in-depth look at the stocks that Livewire readers tipped in our annual reader survey....
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    <a data-controller="event" data-event-name-value="link_click" data-event-id-value="318" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-bhp">
      <div class="p-4 flex group">
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">BHP Group Ltd</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:BHP</div>
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      </div>
</a>    <div class="px-4 mt-0.5">
      <div class="flex items-center py-4 border-t border-light">
        <div class="flex-grow text-darkestgray text-bold-sm" id="followed-count-stock_code-318">
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          <div 
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  data-load-engagement-count-target="follow"
  data-followable-type="stock_code"
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  </div>
</div>

    <div data-controller="tooltip">
  <a aria-label="CSL" data-controller="event" data-event-name-value="link_click" data-event-id-value="50509" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-csl">
    <div
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  <div class="flex items-center gap-2">
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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="575" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-csl">
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">CSL Ltd</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:CSL</div>
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      </div>
</a>    <div class="px-4 mt-0.5">
      <div class="flex items-center py-4 border-t border-light">
        <div class="flex-grow text-darkestgray text-bold-sm" id="followed-count-stock_code-575">
            Followed by<span class="font-bold text-gray-700"> 1580 </span>people
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    <div class="h-0 w-full flex justify-center">
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      +7
</a></div>

        </div>
        <div class="pt-4 pb-4 lg:pb-2 hidden sm:block">
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  <a aria-label="ALL" data-controller="event" data-event-name-value="link_click" data-event-id-value="50509" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-all">
    <div
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  <div class="flex items-center gap-2">
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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>
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</a>    <div class="px-4 mt-0.5">
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          <div 
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      <div class="border-6 border-tooltipDownArrowLight"></div>
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  </div>
</div>

    <div data-controller="tooltip">
  <a aria-label="BHP" data-controller="event" data-event-name-value="link_click" data-event-id-value="50509" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-bhp">
    <div
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>
  <div class="flex items-center gap-2">
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</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 ">BHP Group Ltd</div>
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</a>    <div class="px-4 mt-0.5">
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          <div 
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  data-load-engagement-count-target="follow"
  data-followable-type="stock_code"
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      <div class="border-6 border-tooltipDownArrowLight"></div>
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  </div>
</div>

    <div data-controller="tooltip">
  <a aria-label="CSL" data-controller="event" data-event-name-value="link_click" data-event-id-value="50509" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-csl">
    <div
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>
  <div class="flex items-center gap-2">
    <span class="text-bold-md">CSL</span>
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</div>

</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="575" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-csl">
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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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</a>    <div class="px-4 mt-0.5">
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        <div class="flex-grow text-darkestgray text-bold-sm" id="followed-count-stock_code-575">
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          <div 
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      <div class="border-6 border-tooltipDownArrowLight"></div>
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  </div>
</div>

    <div data-controller="tooltip">
  <a aria-label="FMG" data-controller="event" data-event-name-value="link_click" data-event-id-value="50509" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-fmg">
    <div
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>
  <div class="flex items-center gap-2">
    <span class="text-bold-md">FMG</span>
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</div>

</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="794" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-fmg">
      <div class="p-4 flex group">
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Fortescue Ltd</div>
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</a>    <div class="px-4 mt-0.5">
      <div class="flex items-center py-4 border-t border-light">
        <div class="flex-grow text-darkestgray text-bold-sm" id="followed-count-stock_code-794">
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          <div 
  class="follow-stock-code-794-stock-code-tooltip-hovercard"
  data-load-engagement-count-target="follow"
  data-followable-type="stock_code"
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      </div>
    </div>
  </div>
</div>

    <div class="h-0 w-full flex justify-center">
      <div class="border-6 border-tooltipDownArrowLight"></div>
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  </div>
</div>

    <div data-controller="tooltip">
  <a aria-label="MIN" data-controller="event" data-event-name-value="link_click" data-event-id-value="50509" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-min">
    <div
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>
  <div class="flex items-center gap-2">
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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="1309" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-min">
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Mineral Resources Ltd</div>
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</a>    <div class="px-4 mt-0.5">
      <div class="flex items-center py-4 border-t border-light">
        <div class="flex-grow text-darkestgray text-bold-sm" id="followed-count-stock_code-1309">
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</div>

    <div class="h-0 w-full flex justify-center">
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  </div>
</div>

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      +5
</a></div>

        </div>
      <div class="lg:flex lg:items-center clear-both">
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        Livewire Markets
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    <div class="flex flex-row-reverse">
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    </div>
</div>


      </div>
    </div>


    <div class="flex">
      <div class="py-6 md:py-8 lg:py-10 w-full" >
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    <div class="w-full sm:flex-grow order-2 wire">
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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="2022-01-20T18:49:49+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">January 20, 2022 18:49</time>
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              Airlie&#39;s view for 2022: Key insights and portfolio highlights
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Investors can expect a bumpy ride from the share market this year, but it should do well overall, says Airlie Australian Share Fund co-portfolio manager Matt Williams....
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Dicker Data Ltd</div>
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      +7
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Aurizon Holdings Ltd</div>
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        Market Partners 
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  In the spirit of the New Year, we&#39;ve decided to do something new at Livewire by taking a look at the 10 most-read wires of 2021. Think Marcus Padley, Christopher Joye,...
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          <time datetime="2022-01-20T16:55:09+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">January 20, 2022 16:55</time>
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              Microsoft stakes a $96 billion claim in the metaverse
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Microsoft isn’t playing around when it comes to video games, having just offered $96 billion in cash for gaming house Activision Blizzard. So what does this mean for...
</div>

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        Livewire Markets
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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="2022-01-20T13:25:30+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">January 20, 2022 13:25</time>
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              More people are changing jobs/planning to start new work as the labour market tightens, which will add to inflation...
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  The demand for labour is strong, as reflected in job vacancies reaching their highest share of the workforce in half a century.  The supply of labour has picked up,...
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        Coolabah Capital
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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>Jun Bei Liu&#39;s extraordinary <span class="whitespace-nowrap">journey<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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  Having taken over the reins of Tribeca&#39;s long/short fund in 2019, Jun Bei Liu had big shoes to fill. In this episode of Success and More Interesting Stuff, Liu opens...
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              The outlook for swap spreads
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  One of the larger fixed-income anomalies observed in 2021 was the record increase in the spread between interest rate swaps and Commonwealth government bond yields,...
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        Coolabah Capital
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            <a class="pre-header-sm lg:pre-header-md uppercase text-primary hover:underline" href="/categories/fixed-income">Fixed Income</a>

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          <time datetime="2022-01-20T06:45:10+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">January 20, 2022 06:45</time>
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              Fixed income is changing — and blending private and public credit makes good sense
            </h2>
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    As we noted in part one of our recent primer on private and public credit markets, Public and private — perfecting the blend, the asset class of fixed income has...
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        Challenger Investment Management
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          <time datetime="2022-01-20T06:45:03+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">January 20, 2022 06:45</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>21 funds the professionals would invest <span class="whitespace-nowrap">in<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">
    A big part of investing is humility – namely, understanding where your strengths lie and where they don’t.  It should come as no surprise, then, that when we asked...
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          <time datetime="2022-01-19T17:27:11+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">January 19, 2022 17:27</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>The Match Out: ASX whacked, Tech the biggest drag although HUB 24 (HUB) quarterly a +ve <span class="whitespace-nowrap">exception<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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  A tough day at the office for the Australian market today with the ASX down over 1% led lower by the IT and Healthcare sectors. Financials were also weak however there...
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          <time datetime="2022-01-19T16:31:23+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">January 19, 2022 16:31</time>
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              The Big Australian comes home
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  BHP recently announced that it would collapse its dual-listed structure and return home to Australia. This has had a noticeable effect on both the share price, and the...
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          <time datetime="2022-01-19T15:00:15+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">January 19, 2022 15:00</time>
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  In December, the ‘Value trade’ continued to do well as the US Federal Reserve made the environment for the style more conducive by signalling inflation concerns and...
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              Higher interest rates can’t kill this recovery, KKR says
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  In case you didn&#39;t have time to read KKR&#39;s latest 60-page report, Livewire has summarised some of the key points for you. It highlights everything from the asset...
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