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          <time datetime="2022-11-29T11:33:53+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 29, 2022 11:33</time>
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              Santa Pause could be coming to the rescue
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
    Wishful thinking is not normally rewarded by the share market, mainly because it suggests a short-term investment horizon, and remember, great long-term returns from...
</div>

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        Castle Point Funds
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        <time datetime="2022-11-29T11:33:53+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 29, 2022 11:33</time>
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          <time datetime="2022-11-29T11:15:17+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 29, 2022 11:15</time>
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          <div class="sm:flex-grow">
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              Opportunity knocks in domestic credit markets
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  Throughout 2022, we have observed increases across all the major components of fixed income return (bond yields, swap spreads and credit premia) and this has made for...
</div>

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        Perpetual Asset Management (Australia)
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              Is this as good as it gets for the ‘flying kangaroo’?
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  Warren Buffett is no fan of airlines as an investment. He once wrote that “if a far-sighted capitalist had been present at Kitty Hawk, he would have done his...
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        Montgomery Investment Management
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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>Takeover frenzy on the <span class="whitespace-nowrap">ASX<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">
  A takeover frenzy is currently underway on the ASX.  In the Forager Australian Shares Fund, there have been four takeover offers in this financial year alone -...
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          <time datetime="2022-11-29T09:44:55+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 29, 2022 09:44</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%] ">
              ASX healthcare stocks: Broker views and a fundie&#39;s top pick
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Are healthcare stocks &quot;expensive defensives&quot;? And what do brokers, and Wilson Asset Management&#39;s Anna Milne, think of the biggest ASX companies in the sector? We find...
</div>

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</a>      </div>
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          <time datetime="2022-11-29T08:37:50+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 29, 2022 08:37</time>
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              Three ASX retailers copping five broker downgrades
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  Plus, Goldman Sachs releases its top US equities sectors for 2023 - and they sure don&#39;t sound like soft landing sectors.
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          <time datetime="2022-11-29T08:25:36+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 29, 2022 08:25</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%] ">
              Morningstar&#39;s top undervalued Australian stocks by sector
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Looking for value in the best and worst performing ASX sectors this year? Morningstar revealed its most undervalued stocks.
</div>

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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">AGL Energy Ltd</div>
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              Series: Is private debt ready for recession? Part 2 - Reaching for resilience as we take a closer look at leveraged loans.
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    Falling markets are largely seen as a challenge for traditional asset class investors, though the interest in private market investments, such as leveraged buyout...
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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 new world order is here - and bonds are back in fashion
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Credit Suisse Australia presents its 2023 investment outlook, with a special focus on what might happen here in Australia.
</div>

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    alt="Andrew McAuley"
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      <div>
        Credit Suisse
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  </div>
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          <time datetime="2022-11-29T06:30:03+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 29, 2022 06:30</time>
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          <div class="sm:flex-grow">
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              Five medium-term inflation pressures - and what they mean for investors
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Inflation has been the top thorn in markets&#39; sides. But as surges turn the corner, I ask what challenges still lie ahead and how your portfolio should be positioned...
</div>

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    alt="Shane Oliver"
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        AMP
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          <time datetime="2022-11-29T04:57:10+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 29, 2022 04:57</time>
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              Aussie house prices fall another &gt;1% in November
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    In the first 28 days of November, Aussie home values have lost another 1% plus based on CoreLogic&#39;s 5 capital city index, bringing the cumulative draw-down to 7.7%...
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        Coolabah Capital
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          <time datetime="2022-11-28T16:46:12+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 28, 2022 16:46</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: resources weigh on index, BOQ lose their CEO, Healius (HLS) sinks as COVID testing falls
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
    Local shares were soft to start the week as unrest in China hit sentiment for growth assets. Commodity-linked sectors were the hardest hit given the concerns around...
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        Market Partners 
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              Is this the most attractive opportunity in markets for 15 years?
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
    The Federal Reserve’s (Fed) mission to maintain credibility with its price-stability objective is helping to create the potential for the most attractive opportunity...
</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%] ">
              Where investors went in 2022
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
    The traditional wisdom is that retail investors are a skittish lot. One whiff of a market downturn and they’re outta there. Of course, we’ve seen in more recent...
</div>

          </div>
</a>      </div>
        <div class="pt-4 pb-4 sm:hidden">
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Fortescue Ltd</div>
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Santos 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"> 579 </span>people
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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 ">Woodside Energy Group Ltd</div>
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      +2
</a></div>

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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Fortescue Ltd</div>
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      </div>
</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-794">
            Followed by<span class="font-bold text-gray-700"> 1312 </span>people
        </div>
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  class="follow-stock-code-794-stock-code-tooltip-hovercard"
  data-load-engagement-count-target="follow"
  data-followable-type="stock_code"
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Santos Ltd</div>
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        <div class="flex-grow text-darkestgray text-bold-sm" id="followed-count-stock_code-1767">
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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="11561" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-wds">
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Woodside Energy Group Ltd</div>
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              Reasons for cautious optimism
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  High energy costs coupled with better conditions for commodities will help cushion any negative impact on the Australian economy. Immigration and population growth are...
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          <time datetime="2022-11-28T09:55:59+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 28, 2022 09:55</time>
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          <div class="sm:flex-grow">
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              Three resilient stocks with pricing power
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  Perpetual Asset Management Australia’s team of analysts have spent much of 2022 running the rule over those ASX-listed companies that are likely to outperform in a...
</div>

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          <time datetime="2022-11-28T09:22:58+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 28, 2022 09:22</time>
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              Two attractive cyclical stocks with asset-backed upside
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    Earlier this month we attended investor days for two stocks in completely different industries. They both operate in cyclical industries that are leveraged to the...
</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>The hidden Australian market ideal for recessionary <span class="whitespace-nowrap">periods<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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    There’s a hidden side to the property market previously only available to institutions, wholesale investors and banks. Finally, retail investors have started to gain...
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        Livewire Markets
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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%] ">
              Interest rate shock just around the corner
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
    The Reserve Bank of Australia has a massive trick up its sleeve. The potency of this gambit is still very much underappreciated. In its latest financial stability...
</div>

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        Coolabah Capital
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          <time datetime="2022-11-28T06:46:53+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 28, 2022 06:46</time>
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              How we’ve prepared for the next bust
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  My two most recent wires (Recessions usually crush shares – but investors can always reduce their ravages, 31 October and How low could stocks go in 2023? 14 November)...
</div>

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        Leithner &amp; Company Ltd
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