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              Embracing private markets
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  Private equity markets have deepened so much that private companies can now stay private and continue to access private capital forever, a fundamental game changer for...
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        Barwon Investment Partners
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          <time datetime="2022-02-16T14:54:42+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">February 16, 2022 14:54</time>
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              Are you positioned for the value cycle to run?
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Severe underperformance by specific emerging market countries has historically created a fertile hunting ground to find alpha-generating stocks. Pzena is finding good...
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        Pzena Investment Management 
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              7 investment forces to drive gains this year (and the forces that could derail them)
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    While the pandemic in all its forms will prevail longer than was initially hoped, the effective development and deployment of vaccines and treatments means the world...
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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>Whatever the RBA decides, volatility is here to <span class="whitespace-nowrap">stay<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">
  This year many of the moves that dragged Australian bonds to higher yields were related to offshore factors, as the RBA continued to hold a more dovish line. We...
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              “Buy the dip” may have had its day
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  In a bull market investors are well rewarded for “buying the dip”. As a share market sets new all-time highs, as most global share markets did through 2021, the bulk...
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              The future of work has changed forever
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  By the end of March 2020, the virus behind the COVID-19 illness had escaped China and triggered lockdowns across the world. The International Labour Organisation...
</div>

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        Magellan Investment Partners
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          <time datetime="2022-02-16T08:58:15+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">February 16, 2022 08:58</time>
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              Chart of the week - The Fed vs the stockmarket
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  Fed sweet spot indicator:  Rate hikes, all else equal, tend to be bad for risk assets in that it incrementally removes monetary tailwinds, raises the discount rate...
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        Topdown Charts
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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>Lifting the hood on one of Australia’s best performing <span class="whitespace-nowrap">funds<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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  What sets a top performer apart from the funds that consistently fail to outperform an index? According to Michael Goldberg, Managing Director and Portfolio Manager at...
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              The Match Out: ASX down, BHP beats but weighed by a near 10% drop in Iron Ore
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  As Chris on the Insto Desk just over my shoulder said today, “it felt like the market was down a hundred,” with some big moves on the stock level playing out and some...
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</a></div>

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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">GENWORTH MORTGAGE INSURANCE AUSTRALIA LIMITED</div>
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      +4
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            <a class="pre-header-sm lg:pre-header-md uppercase text-primary hover:underline" href="/categories/equities">Equities</a>

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          <time datetime="2022-02-15T16:57:27+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">February 15, 2022 16:57</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 ">
              Circular economy stock comes full circle
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  The circular economy refers to a shift away from the typical linear model of production - &gt; consumption -&gt; discard, to an economy where the end-of-life use can be...
</div>

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              The strong case for 50 basis point hikes
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  Jamieson Coote Bonds expects the Federal Open Market Committee (FOMC) to hike by 50 basis points to begin their hiking cycle at the March FOMC meeting on March 17th...
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              Mining is a long game, especially when rehabilitation is considered
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  Energy Resources of Australia (ASX:ERA) floated on the ASX in mid-1980 in what was at the time the largest ever public float in Australian history. A year later the...
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        Montgomery Investment Management
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          <time datetime="2022-02-15T13:19:59+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">February 15, 2022 13:19</time>
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          <div class="sm:flex-grow">
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              Why it’s time to capitalise on the carnage in tech stocks
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  The current equity correction has taken a lot of the froth out of the market. But caught up in the carnage have been a number of high-quality companies with years of...
</div>

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          <time datetime="2022-02-15T13:12:52+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">February 15, 2022 13:12</time>
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              Accurate CBA economist forecasts RBA ends hiking cycle at 1.25%, inducing a 10% decline in house prices as $500bn of fixed-rate loans expire in 2022/23...
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              Tesla leads the pack as EV adoption switches into gear
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  Over the next few years, we could see electric vehicle (EV) penetration increase to 70% in Europe and China, and around 50% in the US, as government incentives and...
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          <div class="sm:flex-grow">
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            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:CSL</div>
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</a>    <div class="px-4 mt-0.5">
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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="568" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-cwn">
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</a>    <div class="px-4 mt-0.5">
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        <div class="pt-4 pb-4 lg:pb-2 hidden sm:block">
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</a>  <div class="hidden" data-tooltip-target="content">
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    <div data-controller="tooltip">
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</a>  <div class="hidden" data-tooltip-target="content">
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  data-load-engagement-count-target="follow"
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</div>

</a>  <div class="hidden" data-tooltip-target="content">
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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-1059">
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              How much is the JB HiFi buyback really worth?
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  JB Hi-Fi has on Monday announced a $250 million off-market buyback along with some strong results with sales maintaining the high levels achieved last year. Off-market...
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        Plato Investment Management
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              Meet Ann: And the small-cap stocks funding her retirement
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  Ann is hardworking and fearless. She&#39;s wonderfully warm and frank. She&#39;s also the first former financial adviser that we have spoken to as part of our Meet the...
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              A beaten-down stock with 60% upside
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  Having been caught up in the recent tech sell-off, a global market leader is now looking alluringly cheap. That&#39;s according to Market Matters&#39; James Gerrish, who on...
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  data-options="{&quot;custom_data&quot;:{&quot;section&quot;:&quot;stock_code_tooltip&quot;},&quot;style&quot;:&quot;hovercard&quot;}"
></div>

      </div>
    </div>
  </div>
</div>

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

</div>

        </div>
      <div class="lg:flex lg:items-center clear-both">
        <div class="mt-2 lg:mt-4">
          <div class="flex items-center">
    <div class="mr-2">
        <a data-controller="event" data-event-name-value="link_click" data-event-id-value="93969" data-event-statisticable-value="profile" data-event-custom-data-value="{&quot;position&quot;:12520,&quot;section&quot;:&quot;latest_feed&quot;}" data-event-ga-category-value="Homepage Latest Feed" data-event-ga-action-value="link_click" href="/contributors/ally-selby">
            <picture style="">
    <source type="image/webp" srcset="https://www.livewiremarkets.com/rails/active_storage/representations/proxy/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBBNW45RFE9PSIsImV4cCI6bnVsbCwicHVyIjoiYmxvYl9pZCJ9fQ==--e161fd2fe152fcbb3842973bbb7d62600c77881c/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaDdCem9MWm05eWJXRjBPZ2wzWldKd09oTnlaWE5wZW1WZmRHOWZabWxzYkZzSGFRSElhUUhJIiwiZXhwIjpudWxsLCJwdXIiOiJ2YXJpYXRpb24ifX0=--1fd30fd39e489c8cda41fffd3d21b2be931eb227/Ally-Income-1%201.png" />
  <img
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    src="https://www.livewiremarkets.com/rails/active_storage/representations/proxy/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBBNW45RFE9PSIsImV4cCI6bnVsbCwicHVyIjoiYmxvYl9pZCJ9fQ==--e161fd2fe152fcbb3842973bbb7d62600c77881c/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaDdCem9MWm05eWJXRjBTU0lJY0c1bkJqb0dSVlE2RTNKbGMybDZaVjkwYjE5bWFXeHNXd2RwQWNocEFjZz0iLCJleHAiOm51bGwsInB1ciI6InZhcmlhdGlvbiJ9fQ==--c306068f01ab83c3650795f1865f4e6da1f93433/Ally-Income-1%201.png"
    srcset="https://www.livewiremarkets.com/rails/active_storage/representations/proxy/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBBNW45RFE9PSIsImV4cCI6bnVsbCwicHVyIjoiYmxvYl9pZCJ9fQ==--e161fd2fe152fcbb3842973bbb7d62600c77881c/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaDdCem9MWm05eWJXRjBTU0lJY0c1bkJqb0dSVlE2RTNKbGMybDZaVjkwYjE5bWFXeHNXd2RwQWNocEFjZz0iLCJleHAiOm51bGwsInB1ciI6InZhcmlhdGlvbiJ9fQ==--c306068f01ab83c3650795f1865f4e6da1f93433/Ally-Income-1%201.png, https://www.livewiremarkets.com/rails/active_storage/representations/proxy/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBBNW45RFE9PSIsImV4cCI6bnVsbCwicHVyIjoiYmxvYl9pZCJ9fQ==--e161fd2fe152fcbb3842973bbb7d62600c77881c/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaDdCem9MWm05eWJXRjBTU0lJY0c1bkJqb0dSVlE2RTNKbGMybDZaVjkwYjE5bWFXeHNXd2RwQWNocEFjZz0iLCJleHAiOm51bGwsInB1ciI6InZhcmlhdGlvbiJ9fQ==--c306068f01ab83c3650795f1865f4e6da1f93433/Ally-Income-1%201.png 2x"
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</a>    </div>
  <div id="profile-link" class="text-heavy-sm md:text-heavy-md text-darkestgray">
    <div>
        <span class="profile-name-hover-container" data-controller="event tooltip" data-event-name-value="contributor_hover_view" data-event-id-value="93969" data-event-statisticable-value="profile" data-event-custom-data-value="{}" data-event-event-value="mouseover" data-tooltip-url-value="/hotwired/hovercards/93969/contributor">
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</span>    </div>
      <div>
        Livewire Markets
      </div>
  </div>
</div>

        </div>
        <div class="hidden lg:block lg:mt-4 mx-4 w-1 h-4 border-l border-gray-300"></div>
        <div class="mt-4 flex items-center text-heavy-sm md:text-heavy-md text-darkestgray">
          <div class="flex items-center mr-4">
            <div id="wire-listing-like-50733" data-load-engagement-count-target="like" data-wire-id="50733" data-position="12520">
                <button
  class="lw-button tertiary_gray xs icon-only "
  
  data-turbo-stream-url-value="/hotwired/likes/50733/wire/12520/like"
  data-controller="
    event 
     
    
    
    turbo-stream 
  "
  data-controller="event turbo-stream " data-event-name-value="like_clicked" data-event-view-name-value="" data-event-id-value="50733" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;position&quot;:12520,&quot;section&quot;:&quot;latest_feed&quot;}" data-event-ga-category-value="latest_feed" data-event-ga-action-value="like_clicked" data-event-ga-label-value="" data-turbo-stream-method-value="post"
  
  
  aria-label=home_like
  
  
  
>
  <svg class="home_like">
  <use xlink:href="#home_like"></use>
</svg>

  
  
  
</button>


</div>            <div class="flex items-center ml-1">
              <div id="comment-link-50733" data-load-engagement-count-target="comment" data-wire-id="50733" data-position="12520">
    <a
  class="lw-button tertiary_gray xs icon-only "
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  data-controller="
    event 
     
    
    
     
  "
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  aria-label=comment
  
  
  
>
  <svg class="home_comment">
  <use xlink:href="#home_comment"></use>
</svg>

  
  
  
</a>

</div>
            </div>
            <div id="wire-listing-stats-50733" data-load-engagement-count-style-value="listing" data-load-engagement-count-target="stats" data-wire-id="50733" data-position="12520" data-style="listing" data-device-type="desktop"></div>
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        </div>
      </div>
    </div>
    <div class="flex flex-row-reverse">
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    </div>
</div>


      </div>
    </div>
</div>

  </div>
</template></turbo-stream>
  <turbo-stream action="update" target="pagination"><template>
    <a rel="next" href="/hotwired/feeds/latest?cache_prefix=latest_wire&amp;cursor=2022-02-14+15%3A50%3A52+%2B1100&amp;last_position=12520"></a>
</template></turbo-stream>
