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          <time datetime="2022-11-17T06:30:06+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 17, 2022 06:30</time>
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              Do fixed income and alternatives present
opportunities?
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  With yields rising sharply, bonds are beginning to look interesting again. This has led investors to suggest that fixed income will reclaim its status as a worthy...
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          <time datetime="2022-11-16T17:27:03+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 16, 2022 17:27</time>
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              The Match Out: Market drifts, Oz Minerals (OZL) bid again, Aristocrat’s (ALL) guidance disappoints
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    Another day of consolidation for the ASX, a tight range as stock-specific news dominated, although, a lack of selling from a broader context following a solid ~12.5%...
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          <time datetime="2022-11-16T15:43:18+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 16, 2022 15:43</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 inflation hedge trading at a 23% discount
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
    Property assets have been swept up in this year’s sell-off. On the face of it, it’s easy to see why. When rates go up, property assets get hit hard because property...
</div>

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        Livewire Markets
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            <a class="pre-header-sm lg:pre-header-md uppercase text-primary hover:underline" href="/categories/asset-allocation">Asset Allocation</a>

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          <time datetime="2022-11-16T15:36:25+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 16, 2022 15:36</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%] ">
              This latest market rally provides investors with another wonderful opportunity…
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
    The latest US CPI and PPI have come below consensus expectations, precipitating an equity market recovery.  Is this the opportunity of a lifetime and the start of a...
</div>

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    While the past decade was marked by virtually non-existent inflation, falling interest rates and rising markets, the next decade is likely to be remarkably...
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              Lithium demand is going 30x, and Macquarie reckon these 6 stocks are in the hot seat
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    What do you get when you mix a megatrend, eye-watering demand and constrained supply?  Lithium.  The International Energy Agency (IEA) has crunched the numbers on...
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              How will a weaker US dollar impact Australian investors?
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  “A US dollar is an IOU from the Federal Reserve Bank. It’s a promissory note that doesn’t actually promise anything.”  – PJ O’Rourke, US humourist   The strong US...
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              There have been 6,700 basis points in rate hikes this year - but what&#39;s actually changed?
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    If you added up all of the hikes made by G20 central banks, even including the cuts made by Turkey, Russia, and China, the cumulative total is still 6,700 basis...
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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>Has the central bank pivot <span class="whitespace-nowrap">arrived<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">
      The story of 2022 so far has been of central banks pushing interest rates ever-upwards with the hope of curtailing inflation. Over the course of the last few...
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    You could say this is a big week for failed start-ups. Elizabeth Holmes of Theranos is to be sentenced this week - facing up to 20 years in prison. Sam Bankman-Fried...
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              Chart of the Week - Asian Equity Valuations
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    Price to Book Discount:  The price to book ratio for Asia Ex-Japan equities has dropped to among the cheapest readings of the past 2 decades. Indeed, Asian equities...
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        Topdown Charts
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              Finding Value in ESG
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  Climate-related banking proposals, executive compensation, and incentive programs were among the thorniest issues we dealt with during the 2022 proxy season. We use...
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        Pzena Investment Management 
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              Suzanne Gauron of Goldman Sachs - Enhancing returns through private equity
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              Ord Minnett&#39;s two upgrades + the big tech big short
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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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    Amid the raging bull market of the post-Global Financial Crisis era, the momentum behind decarbonisation - particularly as an investment theme - grew stronger and...
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        Livewire Markets
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              The future of global energy markets
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    Being able to turn on a light is dependent on the stability of each link in what is a long, complex energy supply chain. An issue affecting any of these links can...
</div>

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        Merlon 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%] ">
              The Match Out: Market down but shows resilience, Lithium stocks hit on Chinese demand concerns
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
    The ASX showed a decent underbelly today rallying well from the midday low to close only marginally down on the session. US Futures edged higher + the minutes from...
</div>

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        <div class="pt-4 pb-4 sm:hidden">
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  <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 ">Commonwealth Bank of Australia</div>
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    <div data-controller="tooltip">
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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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            Followed by<span class="font-bold text-gray-700"> 1585 </span>people
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  </div>
</div>

    <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="53712" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/wires/the-match-out-market-down-but-shows-resilience-lithium-stocks-hit-on-chinese-demand-concerns">
      +6
</a></div>

        </div>
        <div class="pt-4 pb-4 lg:pb-2 hidden sm:block">
          <div class="flex gap-2">
    <div data-controller="tooltip">
  <a aria-label="AGL" data-controller="event" data-event-name-value="link_click" data-event-id-value="53712" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-agl">
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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="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 ">AGL Energy Ltd</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:AGL</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-64">
            Followed by<span class="font-bold text-gray-700"> 3216 </span>people
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          <div 
  class="follow-stock-code-64-stock-code-tooltip-hovercard"
  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>

    <div data-controller="tooltip">
  <a aria-label="CBA" data-controller="event" data-event-name-value="link_click" data-event-id-value="53712" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-cba">
    <div
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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="flex-grow text-darkestgray text-bold-sm" id="followed-count-stock_code-519">
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          <div 
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    <div data-controller="tooltip">
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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 data-controller="tooltip">
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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>
    <a data-controller="event" data-event-name-value="link_click" data-event-id-value="668" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-eld">
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  </div>
</div>

    <div data-controller="tooltip">
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  <div class="flex items-center gap-2">
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  <div>
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</div>

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        Market Partners 
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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%] ">
              Economists are idiots!
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
    As a long-time card-carrying member of the economics fraternity I don’t say this lightly: economists are idiots. Worse still, the forecasts made by the economics...
</div>

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      <div>
        Yarra Capital Management
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              Shares may have bottomed
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    At last, it seems some of the bad news for shares appears to be abating. It’s certainly been a rough year. Thanks to a combination of high inflation, hawkish central...
</div>

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        AMP
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          <time datetime="2022-11-15T14:41:41+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 15, 2022 14:41</time>
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              Meet the Manager - Kyle Macintyre, Investment Director at Firetrail Investments
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  We are pleased to share with you an interview with Kyle Macintyre, Investment Director at Firetrail Investments. Future Generation is grateful to Kyle and Firetrail...
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