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          <time datetime="2022-05-30T12:44:25+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">May 30, 2022 12:44</time>
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              Is it all falling apart?
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    Years of rapid financialisation has led to colossal debt growth with low interest rates and QE helping to push asset prices ever higher. The tide is rapidly...
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</span>    </div>
      <div>
        Franklin Templeton
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</div>

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          <time datetime="2022-05-30T11:14:13+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">May 30, 2022 11:14</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%] ">
              Is the 60-40 portfolio model still relevant?
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
    As inflation has begun to tick up in recent months, prompting a shift in central bank policies around the developed world, the yields on fixed-income assets have...
</div>

          </div>
</a>      </div>
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    alt="Glenn Freeman"
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</a>    </div>
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</span>    </div>
      <div>
        Livewire Markets
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</div>

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          <time datetime="2022-05-30T08:16:58+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">May 30, 2022 08:16</time>
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              Weekly S&amp;P500 ChartStorm - 29 May 2022
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    The Weekly S&amp;P500 ChartStorm is a selection of 10 charts that I handpicked from around the web and post on Twitter. The purpose of this post is to add extra colour...
</div>

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              Reset on &#39;insane&#39; valuations presents exciting opportunities
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    Wilson Asset Management recently hosted its annual WAM Vault Live panel session, and the firms founder and chairman Geoff Wilson AO, set the scene as most finance...
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        Livewire Markets
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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%] ">
              Charts and caffeine: Battle of the ASX health-tech stocks
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
    Welcome to Charts and Caffeine - our daily markets wrap featuring the best charts and reads from across Livewire&#39;s team of expert editors. Let&#39;s get you caught up on...
</div>

          </div>
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  <a aria-label="SHL" data-controller="event" data-event-name-value="link_click" data-event-id-value="51787" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-shl">
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Sonic Healthcare Ltd</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 ">Healius Ltd</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="RHC" data-controller="event" data-event-name-value="link_click" data-event-id-value="51787" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-rhc">
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>
  <div class="flex items-center gap-2">
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    <div class="w-80 rounded-md overflow-hidden shadow-horver-card border border-light">
  <div>
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Ramsay Health Care Ltd</div>
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      <div class="border-6 border-tooltipDownArrowLight"></div>
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  <a aria-label="SHL" data-controller="event" data-event-name-value="link_click" data-event-id-value="51787" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-shl">
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  <div class="flex items-center gap-2">
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    <div class="w-80 rounded-md overflow-hidden shadow-horver-card border border-light">
  <div>
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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>Stressing out: Australian mortgage repayments under the <span class="whitespace-nowrap">spotlight<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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  When you think of great dinner table conversation starters, the list usually includes the weather, sports, or what&#39;s changing on your favourite playlist. However,...
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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>Speculation is no longer a recipe for <span class="whitespace-nowrap">success<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">
   Despite the bubbling uncertainty, 2021 was a wonderful year for markets as the bull market continued its trajectory. Earnings recovered, dividends returned and 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 hidden monster monopolies of the ASX
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    While not technically illegal in Australia, monopolies have always been a touchy subject for regulators. The prospect of &quot;anti-competitive&quot; behaviour is constantly...
</div>

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        Livewire Markets
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          <time datetime="2022-05-29T08:38:37+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">May 29, 2022 08:38</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%] ">
              US inflation the key for next market rally
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  In the AFR I write that in an age of record household debt, the Reserve Bank of Australia’s monetary policy transmission mechanism is a beast to behold. When the RBA...
</div>

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        Coolabah Capital
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              Media Worth Consuming – May 2022
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  Top 5 ArticlesAllianz will repay investors in its collapsed structured alpha funds over $5 billion after having admitted they lied about the modelled performance of...
</div>

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        Narrow Road Capital
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          <time datetime="2022-05-28T16:24:25+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">May 28, 2022 16:24</time>
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              The quieter debt market sell-off
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    While the sell-off in growth stocks and tech stocks has garnered most of the headlines this year, there’s been a quieter sell-off happening in debt markets....
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              The Match Out: Equities rally on Friday to post a +0.5% gain for the week, Energy leads the way, Select Harvests (SHV) first half disappoints
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    The ASX200 enjoyed a strong finish to the week rallying +1.08% on broad-based buying following the strong night on Wall Street. The futures selling reappeared around...
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              Will the global supply chain crisis be transitory?
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    From containerloads of cars to construction materials and home furnishings, the global supply chain crisis has shown no signs of abating. As recently as January, the...
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              Is the 25 year bull run for house prices over?
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    House prices always incite a lot of interest in Australia. Until recently it was all about surging prices and ever-worsening affordability as prices boomed. But the...
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        AMP
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          <time datetime="2022-05-27T10:27:12+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">May 27, 2022 10:27</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%] ">
              What rising interest rates mean for falling house prices
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
    With the Reserve Bank of Australia (RBA) raising the Cash Rate this month for the first time in 11 years and inflation marking its highest reading since the...
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              Why government bonds belong in a balanced portfolio
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    Between the introduction of modern portfolio construction methods and until very recently, bonds played a key role in most investors’ multi-asset portfolios. In the...
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          <time datetime="2022-05-27T07:30:01+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">May 27, 2022 07:30</time>
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    This week, billionaire investor Bill Ackman sent out a tweet that got quite a lot of attention. I’m reproducing part of it here because Bill is wrong, and I want to...
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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: 5 discounted growth <span class="whitespace-nowrap">stocks<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">
  Growth stocks have been punished, especially at the smaller and less liquid end of the market. Think of sectors like healthcare, discretionary retail and tech (Covid...
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        Livewire Markets
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