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            <a class="pre-header-sm lg:pre-header-md uppercase text-primary hover:underline" href="/categories/daily-report">Daily Report</a>

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          <time datetime="2022-06-03T16:47:56+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 03, 2022 16:47</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%] ">
              The Match Out: ASX up for 3rd straight week,  Energy + Materials the main support,  Healius (HLS) falls on weak update
            </h2>
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    A strong session to end the week with the ASX 200 +0.90% higher ahead of US payrolls data tonight. Gains were fairly broad-based with ~75% of the index up, resource...
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    <a class="px-1 py-0.5 text-bold-md text-nav-item" data-controller="event" data-event-name-value="link_click" data-event-id-value="51885" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/wires/the-match-out-asx-up-for-3rd-straight-week-energy-materials-the-main-support-healius-hls-falls-on-weak-update">
      +1
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        <div class="pt-4 pb-4 lg:pb-2 hidden sm:block">
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Champion Iron Ltd</div>
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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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  <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">
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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>Simon Shields: The stocks turning market headwinds into competitive <span class="whitespace-nowrap">advantage<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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  We&#39;re all well aware of the headwinds battering markets today - inflation, supply-chain pressures, and rate hikes. Yet it&#39;s easy, and misguided, to broad-brush the...
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              Where to invest as volatility persists and recession fears loom
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    In the final part of this collection, we turn our attention to some of the types of assets our four contributors are using to construct portfolios or to advise their...
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        Livewire Markets
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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>Why Allan Gray is still bullish energy and cautious on darlings like <span class="whitespace-nowrap">CSL<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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  Imagine for a moment that you had a clean sheet of paper from which to build your investment portfolio from the ground up. Would that rebuilt portfolio look the same...
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              Under the hood of Cathie Wood&#39;s ARK Innovation ETF beyond Tesla
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              Price and Value are two different things – just ask Canva investors
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  With the share prices of tech stocks having cratered in recent months, there are perhaps few more opportune times than now to revisit the important difference between...
</div>

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              Lithium stocks are already based on much lower spodumene prices than spot, so sell-off is silly
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  Before this week’s plunge, equities reflected long-term lithium price forecasts, which are far below spot prices, making predictions of crash in short-term prices...
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              China: Is its equity market oversold, or an opportunity to invest?
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  With concerns around global economic health resulting from rising inflation and interest rates, continuing economic disruption from COVID-19, and Russia’s military...
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  Investors may be worrying about their current returns, but even if you had the best possible portfolio it is impossible to avoid drawdowns. Speaking recently to Good...
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        Castle Point Funds
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              Victoria hits it out of the park with the biggest ever book-build and bond deal, topping $8bn
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    After some criticism following a poorly received post-budget debt funding update, Victoria&#39;s debt management arm, Treasury Corporation of Victoria (TCV), has hit the...
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        Coolabah Capital
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              Charts and caffeine: Goldman Sachs reinstates buy on BHP despite iron ore headwinds
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
    Welcome to another edition of 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...
</div>

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  Bittersweet. Civil war. Virtual reality. And the famous Mark Twain quote “It usually takes more than three weeks to prepare a good impromptu speech.” What do all these...
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          <time datetime="2022-06-03T06:42:07+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 03, 2022 06:42</time>
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    The numbers are quite staggering. In Australia, two out of every three businesses have been knocked by supply chain chaos, according to a survey conducted by the...
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              In an uncertain inflationary environment, is private credit the place to be?
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    For most of the past decade, as interest rates globally wallowed near zero and inflation was best described as benign, investors have been on a relentless pursuit...
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              Ron Temple: 30-40% chance of recession, but these asset classes can still outperform
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              The Match Out: Stocks down as “risk-off” prevails, Woodside rallies as stock overhang clears
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    Aussie shares struggled from the get-go today and never really staged any meaningful recovery as traders went risk-off. Concerns around the rate of tightening in the...
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          <time datetime="2022-06-02T13:00:02+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 02, 2022 13:00</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%] ">
              Bill&#39;s big bets: What Bill Ackman is buying post-Netflix wipeout
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    There has been no Netflix and chill for Bill Ackman at Pershing Square Capital. After the streaming giant predicted it would lose two million paid customers this...
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              Why now is the time to add alternatives to your portfolio
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    There are more than 2,000 companies listed on the ASX, and unless your dominant trade has been in the commodities space, chances are it&#39;s been a rough 2022 so far....
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              How compounding produces ‘obscene’ returns
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    A sense of needing to hit the ball out of the park to keep growing their wealth is a dominant theme I’ve observed in my many discussions with family offices and high...
</div>

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