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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="2022-07-26T06:30:12+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">July 26, 2022 06:30</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%] ">
              5 themes to watch out for on the ASX this reporting season
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    August is fast approaching and with it comes the reveal of many long-awaited year-end earnings reports. It&#39;s our first chance to see how some of our favourite ASX...
</div>

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              The Match Out: ASX edges into the week, ends flat, Weak production at Oz (OZL), EML hit again
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              The certainty of a maturity date on longer-dated fixed rate bonds
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    As global markets brace for ongoing uncertainty caused by higher inflation and rising interest rates, bonds offer investors certainty through regular coupon payments...
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              2 quality stocks for when the tide goes out
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    Warren Buffett famously said that only when the tide goes out do you discover who has been swimming naked. We have been hitting lower tides in recent months as the...
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        Alphinity Investment Management
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          <time datetime="2022-07-25T15:49:48+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">July 25, 2022 15:49</time>
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              Meet Nathan: The investor that loves it when the market gets torched
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    Nathan is one of the many followers of the FIRE movement (Financial Independence, Retire Early), an ethos that turns its back on mass consumerism, and instead...
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              The best performing fixed income funds of FY2022
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    Fixed income serves as a safety net in portfolios. When equities take a turn for the worse, fixed income helps investors minimise their losses. Hence the logic...
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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>Two stocks making their way into the ASX 20 (and one on its way <span class="whitespace-nowrap">out)<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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  We investors are constantly searching for the next CSL. After all, if you invested in this growth darling a decade ago, your cash would have increased by almost 616%....
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          <time datetime="2022-07-25T11:30:51+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">July 25, 2022 11:30</time>
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  In Session 1 of our Conscious Capitalism series Executive Director Adam Myers provides a deep dive into the latest trends and innovations in conscious capitalism and...
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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>Video: The road to <span class="whitespace-nowrap">improvement<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 session 2 of our Conscious Capitalism series, Pengana Axiom International Ethical Fund portfolio manager Bradley Amoils observes that improvements in the ESG...
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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>Video: Finding Solutions in unlikely <span class="whitespace-nowrap">places<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 does society owe each of us and what do we owe in return? The answer is our social contract and we are living in a time when many feel it is not working. In...
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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>Video: Professional Panel Audience <span class="whitespace-nowrap">Q&amp;A<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 session 4 of our Conscious Capitalism series, join our hosts and all 3 speakers in a live audience Q&amp;A panel session where attendees present our panel with any...
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</span>    </div>
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        Pengana Capital Group
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  </div>
</div>

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          <time datetime="2022-07-25T09:20:01+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">July 25, 2022 09:20</time>
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            </div>
          <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 case for A-REITs
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
     The recent market downturn and macroeconomic environment has improved the valuation profile and outlook of Australian Real Estate Investment Trusts (A-REITs).   ...
</div>

          </div>
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</span>    </div>
      <div>
        VanEck 
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  </div>
</div>

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          <time datetime="2022-07-25T08:44:45+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">July 25, 2022 08:44</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 recession risk jumps to 47.5%
            </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 - Livewire&#39;s pre-market open news and analysis wrap. We&#39;ll get you across the overnight session and share our best insights to get you...
</div>

          </div>
</a>      </div>
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            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:CQR</div>
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    <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="GMG" data-controller="event" data-event-name-value="link_click" data-event-id-value="52442" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-gmg">
    <div
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>
  <div class="flex items-center gap-2">
    <span class="text-bold-md">GMG</span>
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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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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Goodman Group</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:GMG</div>
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        <div class="flex-grow text-darkestgray text-bold-sm" id="followed-count-stock_code-870">
            Followed by<span class="font-bold text-gray-700"> 409 </span>people
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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="52442" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/wires/us-recession-risk-jumps-to-47-5">
      +3
</a></div>

        </div>
        <div class="pt-4 pb-4 lg:pb-2 hidden sm:block">
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    <div data-controller="tooltip">
  <a aria-label="CHC" data-controller="event" data-event-name-value="link_click" data-event-id-value="52442" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-chc">
    <div
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>
  <div class="flex items-center gap-2">
    <span class="text-bold-md">CHC</span>
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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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      <div class="p-4 flex group">
        <div class="flex flex-col">
          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Charter Hall Group</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-475">
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          <div 
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  data-load-engagement-count-target="follow"
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    <div class="h-0 w-full flex justify-center">
      <div class="border-6 border-tooltipDownArrowLight"></div>
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</div>

    <div data-controller="tooltip">
  <a aria-label="CQR" data-controller="event" data-event-name-value="link_click" data-event-id-value="52442" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-cqr">
    <div
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>
  <div class="flex items-center gap-2">
    <span class="text-bold-md">CQR</span>
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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="p-4 flex group">
        <div class="flex flex-col">
          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Charter Hall Retail REIT</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-477">
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    <div class="h-0 w-full flex justify-center">
      <div class="border-6 border-tooltipDownArrowLight"></div>
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  </div>
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    <div data-controller="tooltip">
  <a aria-label="GMG" data-controller="event" data-event-name-value="link_click" data-event-id-value="52442" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-gmg">
    <div
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>
  <div class="flex items-center gap-2">
    <span class="text-bold-md">GMG</span>
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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 class="flex-grow text-darkestgray text-bold-sm" id="followed-count-stock_code-870">
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      <div class="border-6 border-tooltipDownArrowLight"></div>
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  </div>
</div>

    <div data-controller="tooltip">
  <a aria-label="HCW" data-controller="event" data-event-name-value="link_click" data-event-id-value="52442" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-hcw">
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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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    <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="HDN" data-controller="event" data-event-name-value="link_click" data-event-id-value="52442" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-hdn">
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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>
    <a data-controller="event" data-event-name-value="link_click" data-event-id-value="2675" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-hdn">
      <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 ">Homeco Daily Needs REIT</div>
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          <time datetime="2022-07-25T06:30:02+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">July 25, 2022 06:30</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%] ">
              ASX A-REITs: What happened in the June quarter and what is coming?
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
    The S&amp;P/ASX 300 A-REIT Accumulation Index fell sharply, giving up 17.5% in the quarter ending 30 June 2022. The property index underperformed the broader equity...
</div>

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        Phoenix Portfolios 
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          <time datetime="2022-07-25T05:16:49+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">July 25, 2022 05:16</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%] ">
              Weekly S&amp;P500 ChartStorm - 24 July 2022
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
    The Weekly S&amp;P500 ChartStorm is a selection of 10 charts that I handpicked from around the web and from Twitter posts. The purpose of this wire is to add extra...
</div>

          </div>
</a>      </div>
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  <div id="profile-link" class="text-heavy-sm md:text-heavy-md text-darkestgray">
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</span>    </div>
      <div>
        Topdown Charts
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  </div>
</div>

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        <time datetime="2022-07-25T05:16:49+10:00" data-controller="datetime" class="hidden sm:block sm:flex-none order-1 w-36 uppercase pre-header-sm lg:pre-header-md text-darkgray">July 25, 2022 05:16</time>
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            <a class="pre-header-sm lg:pre-header-md uppercase text-primary hover:underline" href="/categories/macro">Macro</a>

          <div class="__Wires_TolTagComponent_52439 w-36"></div>
        </div>

          <time datetime="2022-07-23T04:11:06+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">July 23, 2022 04:11</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%] ">
              Updated Aussie house price crash to 22 July: Sydney prices now down almost 5%
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
    It is fascinating watching a record asset price correction in real-time. Enclosed is the latest data from CoreLogic&#39;s daily hedonic indices. Dwelling values in...
</div>

          </div>
</a>      </div>
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</span>    </div>
      <div>
        Coolabah Capital
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  </div>
</div>

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          <time datetime="2022-07-22T17:27:18+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">July 22, 2022 17:27</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%] ">
              The Match Out: Flat day for the Aussie market, mixed moves under the hood, Financials rally into the weekend.
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    A flat day on the surface but there were plenty of moving parts underneath seemingly with little rhyme or reason to much of the daily swings. The banks were strong,...
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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 elegantly simple way to protect your capital in this asset <span class="whitespace-nowrap">class<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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  Let&#39;s not sugar coat it, fixed income has been through the wars.  It&#39;s gotten so bad that some pundits have even dismissed the traditional 60/40 portfolio as being...
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          <div class="sm:flex-grow">
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              Phase One: The Quality recovery
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  To borrow a famous quote from Winston Churchill and make it my own: &quot;You can depend upon the share market to do the right thing. But only after it has exhausted every...
</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>Is a golden era for income investors <span class="whitespace-nowrap">coming?<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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  Fixed income has had a torrid time of it the last year – in fact, by some measures it’s been the worst year on record – with US treasuries losing about a tenth of...
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