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          <time datetime="2022-12-19T14:30:45+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">December 19, 2022 14:30</time>
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              10 business and investing podcasts for the holidays
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  Because podcasts are a great learning tool across a wide range topics, issues, and opinions, we&#39;ve listed some of our favourites for the Christmas break.
</div>

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        NAOS
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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="2022-12-19T14:27:49+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">December 19, 2022 14:27</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%] ">
              A time to be selectively contrarian
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Security selection and selective contrarianism are two of T. Rowe Price&#39;s guiding lights next year, as CIO Sebastien Page reveals.
</div>

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        T. Rowe Price
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          <time datetime="2022-12-19T12:46:36+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">December 19, 2022 12:46</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%] ">
              Why 2023 could be a good year for investors
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Without a doubt, 2022 has been a tough year for equity investors. As I write, the S&amp;P500 is down around 16.5%, and the ASX200 is down around 5.5%. But don’t despair –...
</div>

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        Montgomery Investment Management
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  </div>
</div>

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          <time datetime="2022-12-19T12:39:21+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">December 19, 2022 12:39</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%] ">
              Where we’re finding the most attractive, under-followed and under-valued global stocks
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  This household name in consumer electrics is just one of the opportunities we’re buying within this powerhouse Asian market.
</div>

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</span>    </div>
      <div>
        Phoenix Portfolios 
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          <time datetime="2022-12-19T11:12:09+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">December 19, 2022 11:12</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%] ">
              Value sparkled in a tough year - but can it continue?
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  The Value vs Growth rollercoaster fell Value&#39;s way this year, beating by 20%. Is the pursuit of Quality a smoother ride? 
</div>

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      <div>
        Elston Asset Management
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</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 top 10 companies for CEO Effectiveness, according to MarketMeter
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Livewire is proud to partner with MarketMeter, gaining exclusive access to research which evaluates major ASX companies across a range of factors.
</div>

          </div>
</a>      </div>
        <div class="pt-4 pb-4 sm:hidden">
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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 ">Aristocrat Leisure Ltd</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:ALL</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"> 2092 </span>people
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  <a aria-label="AMC" data-controller="event" data-event-name-value="link_click" data-event-id-value="54089" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-amc">
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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 ">Amcor Plc</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:AMC</div>
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  </div>
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  <a aria-label="ARF" data-controller="event" data-event-name-value="link_click" data-event-id-value="54089" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-arf">
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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="161" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-arf">
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Arena REIT</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:ARF</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"> 174 </span>people
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  class="follow-stock-code-161-stock-code-tooltip-hovercard"
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      +19
</a></div>

        </div>
        <div class="pt-4 pb-4 lg:pb-2 hidden sm:block">
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  <a aria-label="ALL" data-controller="event" data-event-name-value="link_click" data-event-id-value="54089" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-all">
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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="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Aristocrat Leisure Ltd</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:ALL</div>
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        <div class="flex-grow text-darkestgray text-bold-sm" id="followed-count-stock_code-169">
            Followed by<span class="font-bold text-gray-700"> 2092 </span>people
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  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="AMC" data-controller="event" data-event-name-value="link_click" data-event-id-value="54089" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-amc">
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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 ">Amcor Plc</div>
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        <div class="flex-grow text-darkestgray text-bold-sm" id="followed-count-stock_code-113">
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          <div 
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  data-load-engagement-count-target="follow"
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      <div class="border-6 border-tooltipDownArrowLight"></div>
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    <div data-controller="tooltip">
  <a aria-label="ARF" data-controller="event" data-event-name-value="link_click" data-event-id-value="54089" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-arf">
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  <div class="flex items-center gap-2">
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</a>  <div class="hidden" data-tooltip-target="content">
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  <div>
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</a>  <div class="hidden" data-tooltip-target="content">
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  <div>
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    <div data-controller="tooltip">
  <a aria-label="BHP" data-controller="event" data-event-name-value="link_click" data-event-id-value="54089" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-bhp">
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  <div class="flex items-center gap-2">
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</a>  <div class="hidden" data-tooltip-target="content">
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  <div>
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      +17
</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%] ">
              What the Federal Reserve&#39;s communication problem means for your portfolio
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  The US Fed spooked markets with hawkish rhetoric. In this wire, I show why the Fed will have to pause soon, and why that bodes well for diversified portfolios in 2023.
</div>

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              Mining&#39;s going through a renaissance - and this global theme could be its biggest opportunity
            </h2>
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  The golden age of mining is a distant memory... or is it? A huge global trend is changing the story, says Blair Hannon of Global X ETFs.
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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%] ">
              Why fossil fuels are ethical and their opponents aren’t
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Taking into proper consideration advantages and benefits as well as costs and disadvantages, any conventional investment portfolio shouldn’t merely consider fossil...
</div>

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        Leithner &amp; Company Ltd
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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>Where these professionals would invest $1 million in <span class="whitespace-nowrap">2023<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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  Livewire&#39;s Chris Conway speaks with three of the best wealth managers in the country about how they are allocating into 2023 and beyond. 
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              This $226m money manager is betting big on small caps and consumer stocks
            </h2>
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  EFG Asset Management takes on some of the world&#39;s wealthiest clients. Ahead of 2023, the investment firm has also laid down two big contrarian calls.
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              The Match Out: ASX limps into the weekend, Glad we trimmed resources recently!
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  It wasn’t a bad effort really from the ASX today ending the session down 56pts following a sharp sell-off in the US overnight, the Energy &amp; Material stocks providing...
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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>Matt Williams: It&#39;s not just about what you own in the portfolio, it&#39;s about what you <span class="whitespace-nowrap">avoid<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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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Investing is a &quot;choose your own adventure&quot; pursuit. There is a sea of variables and the last thing you want to be is adrift without a rudder or map. We like to think...
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              Don’t ignore the franking, ignore the hyperbole!
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  Looking to 2023, income investors can’t ignore the tax-effective benefits of franking credits, and by extension of that, we think investors Can ignore much of the...
</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%] ">
              Markets providing fertile hunting ground for stock pickers
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Orbis looks at how the current boom-bust cycle has been the setting for a great misallocation of capital, potentially providing fertile ground for contrarian investors...
</div>

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        Orbis
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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>This Hall of Famer has uncovered a stock worthy of Warren Buffett&#39;s <span class="whitespace-nowrap">portfolio<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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  When times are tough, it pays to stick to your guns. 
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              Lessons from past US recessions
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  In the context of the bond market signalling a US recession in late 2023/early 2024 - where CCI has been forecasting a recession since earlier this year - we have...
</div>

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      <div>
        Coolabah Capital
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</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%] ">
              3 retirement risks and how to navigate them
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  While there has never been a better time to be alive, it  has, admittedly, been easy to overlook this notion over  the past few years. The truth is that we live in an...
</div>

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        Cromwell Funds Management
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          <time datetime="2022-12-16T10:49:51+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">December 16, 2022 10:49</time>
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              Perreault resigns from CSL, having already written some of the next chapter
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  When investors, be it Montgomery or our partners Australian Eagle, talk about quality Australian companies (those with wide and deep economic moats or competitive...
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              Howard Marks: What lies ahead for inflation, interest rates – and why it&#39;s a sea change
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  The Oaktree Capital co-founder&#39;s latest memo reflects on the events and investor beliefs that led us to this point and provides some thoughts on the future.
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        Livewire Markets
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