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          <time datetime="2022-08-19T07:00:10+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 19, 2022 07:00</time>
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              Howard Marks: More reasons for offensive rather than defensive investing right now
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  The head of Oaktree Capital uses an automotive analogy to answer a question that’s on the minds of many investors today: How should you think about risk? Marks says...
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        Livewire Markets
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          <time datetime="2022-08-19T06:33:00+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 19, 2022 06:33</time>
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              Two double downgrades from CLSA
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    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...
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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 stocks to soar as recession risk rolls <span class="whitespace-nowrap">over<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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  While the US is technically in a recession, with two negative quarters of GDP growth in the first half of 2022, several leading economists would say otherwise.  Look...
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              O Canada! REIT opportunities in the Great White North
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    It’s been two years since we launched the APN Global REIT Income Fund (the Fund) and Canada remains what we like to call our secret weapon. When we were constructing...
</div>

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        Dexus Real Estate Securities
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              The ASX company with a $420 million outlook
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    Healthcare is a tough space in which to win. With high barriers to entry and many problems to solve, finding and dominating your niche can be one of the many...
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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 down a touch, the turnaround continues for Treasury <span class="whitespace-nowrap">Wines<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 weaker session today for the ASX with some hits and misses from companies that reported. Energy stocks were strong, Coal names continuing their recent momentum...
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        Market Partners 
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          <time datetime="2022-08-18T16:24:20+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 18, 2022 16:24</time>
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              Why our small caps team likes IPH
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  IPH Limited (ASX:IPH) is the leading intellectual property services group in the Asia Pacific region and its shares had fallen as much as 15 per cent from their 2020...
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              Is this the best asset class for an uncertain world?
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  While central banks may have confidence that they are managing the inflationary cycle well, growing economic uncertainty, coupled with what we see as persistent...
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        ClearBridge Investments
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    Today’s strong result from the company behind some of Australia’s best-known global wine brands has beaten the odds in at least a couple of ways. Posting a net...
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              Dividends expected to grow 30% next year for this industrial
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              (Global) forecasts are too high. Why?
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              The best global stock picks from Alphinity&#39;s world tour
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    The first half of 2022 has been extremely busy for Alphinity’s five global portfolio managers. Collectively, they have gone on 9 overseas investment trips,...
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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>Profiting from the tightness in energy <span class="whitespace-nowrap">markets<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 this week’s episode of Talk Ya Book, Emanuel Datt sits down with Chris Judd to discuss the global energy crisis, underinvestment in some key energy commodities, and...
</div>

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        Datt Capital
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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%] ">
              AREITs back off the floor (again)
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
    Nothing has been easy over the last few years, least of all investing in A-REITs.  After a decade of reliable returns prior to 2020, a global pandemic made panic the...
</div>

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        Dexus
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          <time datetime="2022-08-18T07:00:20+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 18, 2022 07:00</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%] ">
              High stakes for the Ethereum Merge
            </h2>
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    I wrote last week about the US government blocking the cryptocurrency mixing service Tornado Cash. As a quick recap, a mixing service co-mingles digital assets to...
</div>

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          <time datetime="2022-08-18T07:00:19+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 18, 2022 07:00</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>&quot;Building NST, transformational deals, future facing metals&quot; - Bill Beament, MD of Develop <span class="whitespace-nowrap">Podcast<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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    This episode we had an absolutely stellar opportunity to chat with Mr Bill Beament, the Managing Director of ASX listed base metal developer and specialist...
</div>

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          <time datetime="2022-08-18T06:42:41+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 18, 2022 06:42</time>
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              The two ASX companies receiving rare post-earnings upgrades
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    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...
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          <time datetime="2022-08-18T06:30:04+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 18, 2022 06:30</time>
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              This fund invests in ‘ugly duckling’ property, and that’s just how they like it
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  One could be forgiven for assuming that investments in commercial property don’t make much sense at the moment - in light of COVID, inflation and rising rates. While...
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        Livewire Markets
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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: Market higher, our take on today&#39;s results - there was plenty of them!
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
    Following a stronger than expected result from retail goliath Walmart overnight, the retailers led the ASX higher today with both the consumer discretionary &amp;...
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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>A quality company that actually benefits from rising <span class="whitespace-nowrap">rates<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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    For all the hubbub of inflation being the kryptonite of markets, very few of us realised that it would be rising rates that would really do the trick.  Since the RBA...
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