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          <time datetime="2022-11-18T12:39:53+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 18, 2022 12:39</time>
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              Having an ‘A-ha’ moment on battery electric vehicles
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    Not all readers will have fond memories (or indeed any memories!) of the Norwegian pop group ‘A-ha’. During the late 1980s, the group was one of the most popular...
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        Pengana Capital Group
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          <time datetime="2022-11-18T12:36:02+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 18, 2022 12:36</time>
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              Why BlueScope is leading the decarb race
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    Steel is the world’s most important engineering and construction material. Unfortunately, producing steel accounts for 8% of global CO2 emissions. Decarbonising...
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        Firetrail Investments
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              What drumbeat will different assets march to in 2023?
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  The conventional wisdom about trying to time the market is that you shouldn’t. Catching the tops and bottoms with any degree of accuracy or consistency is near...
</div>

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        Fidelity International
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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%] ">
              Why investors should look to one of Australia&#39;s closest neighbours
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
    Indonesia, Australia&#39;s largest neighbour, is uniquely positioned with structural and cyclical drivers of economic growth, without the level of inflationary pressure...
</div>

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        Antipodes
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          <time datetime="2022-11-18T10:38:11+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 18, 2022 10:38</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%] ">
              Macquarie&#39;s 24 ASX buys and sells for 2023 (and why they think this is just another bear market rally)
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
    When they write the market history of 2022, chances are there will be a chapter devoted to bear market rallies. The S&amp;P 500 has seen at least two of them since that...
</div>

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      +19
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          <time datetime="2022-11-18T09:41:15+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 18, 2022 09:41</time>
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              Three key lessons from 2022 (and how it will boost returns in 2023)
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    It is still too early to tell if 2022 will end with a bang or a thud in financial markets. But the shared pain across traditional fixed income and equity assets has...
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        Ascalon Capital
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              The bulls are back, there&#39;s no place like home, and Wilsons swaps banks for battery minerals
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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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              The fund opening the door to previously inaccessible opportunities
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  When considering an investment, most investors think about buying a piece of something that is expected to grow in value – shares in a business, property, or...
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              G is for governance, not gambling
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  At Skerryvore, we define risk as the permanent loss of capital. Assessing this risk begins with understanding the people who are responsible for capital allocation at...
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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 the pros have been <span class="whitespace-nowrap">buying<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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  If there is one thing we can take away from what has been a very tumultuous 2022, it is that it&#39;s been a year of very few winners and many losers.  Perhaps that&#39;s why...
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          <time datetime="2022-11-18T05:32:56+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 18, 2022 05:32</time>
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              Outcome-oriented Investing: An Approach to Integrating Your Australian Fixed Income and Equity Sub-portfolios
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    One of the key roles of fixed income allocations within multi-asset portfolios is to act as a diversifier for more volatile exposures, such as equities. Yet despite...
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              Opportunities in Europe are prolific
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
    After a number of years of zoom meetings rather than face to face meetings with our portfolio of companies, I finally managed to leave Australia and visit our...
</div>

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      <div>
        Profeta Investments
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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: ASX defies overnight weakness, Commodities drag, Perpetual (PPT) tumbles on recut Pendal (PDL) deal
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
    The ASX snapped a 3-day losing streak today, managing to brush weakness in the US to trade in the black for most of the session. Commodity stocks were left behind as...
</div>

          </div>
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Flight Centre Travel Group Ltd</div>
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</a>    <div class="px-4 mt-0.5">
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            Followed by<span class="font-bold text-gray-700"> 510 </span>people
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      +10
</a></div>

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    <div data-controller="tooltip">
  <a aria-label="ALU" data-controller="event" data-event-name-value="link_click" data-event-id-value="53748" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-alu">
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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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      <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 ">Alurion Resources Ltd</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:ALU</div>
        </div>
      </div>
</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-102">
            Followed by<span class="font-bold text-gray-700"> 2629 </span>people
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          <div 
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      <div class="border-6 border-tooltipDownArrowLight"></div>
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    <div data-controller="tooltip">
  <a aria-label="ASX" data-controller="event" data-event-name-value="link_click" data-event-id-value="53748" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-asx">
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  <div class="flex items-center gap-2">
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        <div class="flex-grow text-darkestgray text-bold-sm" id="followed-count-stock_code-190">
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  <a aria-label="FLT" data-controller="event" data-event-name-value="link_click" data-event-id-value="53748" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-flt">
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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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              Finding income through volatile markets
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
    Value is back in high yield, but  rising macro headwinds are  causing significant volatility in  the asset class. To navigate this more  challenging environment,...
</div>

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          <div class="sm:flex-grow">
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              China&#39;s Pivot
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Chinese stocks have had a phenomenal run over the last two weeks. The Hang Seng index is over 22% higher than a low struck in late October. And some of the big...
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        Bitesized Economics
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    For more than two years, the world&#39;s largest emerging market has been essentially closed off to the world. A myriad of uncertainties around its property market&#39;s...
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              Buy bonds now, if you haven’t
already
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    At this point in the cycle, we believe risks are asymmetrical and skewed to the downside regarding government bond yields. With the Federal Reserve expected to pause...
</div>

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          <time datetime="2022-11-17T12:13:19+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 17, 2022 12:13</time>
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              China just changed everything. But so far nothing.
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    Over the weekend, China issued a sweeping directive to rescue its property sector. This was on top of further signs it is relaxing the COVID-zero policy. At face...
</div>

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        Nucleus Wealth
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          <time datetime="2022-11-17T10:47:06+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 17, 2022 10:47</time>
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  This interview was originally published August 12, 2022. Can you describe your investment style? Munro Partners is a global growth investor, so our job is to find the...
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