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          <time datetime="2022-11-17T10:33:00+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 17, 2022 10:33</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%] ">
              Meet the Managers – David Prescott and Nicholas Markiewicz from Lanyon Asset Management
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  This interview was originally published on October 12 2022.  Lanyon Asset Management has been a pro bono fund manager for Future Generation Australia (ASX: FGX) since...
</div>

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</a>  <div class="hidden" data-tooltip-target="content">
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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-810">
            Followed by<span class="font-bold text-gray-700"> 64 </span>people
        </div>
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  class="follow-stock-code-810-stock-code-tooltip-hovercard"
  data-load-engagement-count-target="follow"
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              Two Credit Suisse downgrades + The equities indicator yelling sell!
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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>One Australia’s largest agribusinesses &amp; biggest grain exporters: Ben Macnamara, CEO of CBH <span class="whitespace-nowrap">Group<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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     With the grain harvest again approaching we look back on Episode 6 of “Finding the Front” from January this year where we had a very timely and fortunate...
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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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              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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  <div>
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">BHP Group Ltd</div>
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</a>    <div class="px-4 mt-0.5">
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  <div>
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      +13
</a></div>

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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 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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            <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>
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    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...
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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 Fund designed to generate income (and alpha) in this new market <span class="whitespace-nowrap">regime<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 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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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              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...
</div>

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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              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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      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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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              The top lessons investors should heed from Theranos and FTX
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
    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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  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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  Suzanne joins David to discuss the benefits of using Private Equity in investor portfolios, including the asset class&#39;s performance when compared to their traditional...
</div>

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              Ord Minnett&#39;s two upgrades + the big tech big short
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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>2 compelling ideas within the fastest-growing theme of this <span class="whitespace-nowrap">decade<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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    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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    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...
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  <svg class="home_comment">
  <use xlink:href="#home_comment"></use>
</svg>

  
  
  
</a>

</div>
            </div>
            <div id="wire-listing-stats-53598" data-load-engagement-count-style-value="listing" data-load-engagement-count-target="stats" data-wire-id="53598" data-position="10280" data-style="listing" data-device-type="desktop"></div>
          </div>
        </div>
      </div>
    </div>
    <div class="flex flex-row-reverse">
        <time datetime="2022-11-16T07:00:14+11:00" data-controller="datetime" class="hidden sm:block sm:flex-none order-1 w-36 uppercase pre-header-sm lg:pre-header-md text-darkgray">November 16, 2022 07:00</time>
    </div>
</div>


      </div>
    </div>
</div>

  </div>
</template></turbo-stream>
  <turbo-stream action="update" target="pagination"><template>
    <a rel="next" href="/hotwired/feeds/latest?cache_prefix=latest_wire&amp;cursor=2022-11-16+07%3A00%3A14+%2B1100&amp;last_position=10280"></a>
</template></turbo-stream>
