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          <time datetime="2023-01-30T11:39:12+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">January 30, 2023 11:39</time>
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              AI ChatGPT – the next great hype cycle?
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  Portfolio manager Alison Porter discusses the development of ChatGPT and the implications of its release on the tech sector.
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        Janus Henderson
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          <time datetime="2023-01-30T09:42:18+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">January 30, 2023 09:42</time>
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              The three reasons behind the gold rally
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  Gold prices are near all-time highs while shares and bonds have struggled. Global X&#39;s David Tuckwell explores the reasons why.
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              A parma, a pint, and a profit
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  There is much written about office, industrial, and retail property; however, the proliferation of specialised real estate investment trusts (REITs) is also...
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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 this year’s rally is not a bear market rally (and what it means for equities)
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Last year’s equity drawdown was NOT the recession bear market. And this year’s rally is NOT a bear market rally. That bodes well for 2023.  
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              Morning Wrap: S&amp;P 500 higher as tech stocks jump, ASX set to rise
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Get up to date on overnight market activity and the big events for the day.
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          <time datetime="2023-01-30T08:18:04+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">January 30, 2023 08:18</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 delayed reckoning
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Equity markets had momentum coming into 2023, but has the economic data now become too bad for investors to ignore?
</div>

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</span>    </div>
      <div>
        Neuberger
      </div>
  </div>
</div>

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        <time datetime="2023-01-30T08:18:04+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">January 30, 2023 08:18</time>
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            <a class="pre-header-sm lg:pre-header-md uppercase text-primary hover:underline" href="/categories/equities">Equities</a>

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          <time datetime="2023-01-30T08:11:06+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">January 30, 2023 08:11</time>
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            </div>
          <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 worked in equity markets in 2022
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  I share three characteristics of companies that outperformed last year and why these same characteristics should matter again in 2023.
</div>

          </div>
</a>      </div>
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  <div id="profile-link" class="text-heavy-sm md:text-heavy-md text-darkestgray">
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      <div>
        Aoris Investment Management
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</div>

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              A portfolio of under-appreciated, mispriced and winning stocks
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  Companies that are best positioned to champion and win from this structural change
</div>

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        Munro Partners
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        Narrow Road Capital
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              Living in the New ‘New Normal’
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  After a hugely successful year running large (negative) momentum strategies on a wide range of assets, Macro traders have been more cautious in their ‘bets’ so far...
</div>

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        Toscafund HK Limited and Market Thinking Limited
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              The ASX tech company dominating its space and why we&#39;re backing it
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  2022 was a difficult year for listed technology businesses. Rising interest rates, slowing growth and heightened scrutiny of business models drove the NASDAQ and the...
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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%] ">
              Should You Still Bet Against the Bank of Japan?
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  One of the most fascinating developments in financial markets over the past year has been the Bank of Japan (BOJ) and its policy of yield curve control (YCC). It has...
</div>

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              This global fund manager outperformed the market by almost 30%. Here&#39;s how they did it.
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Co-CIO Chad Padowitz takes us through Talaria&#39;s investment process and the stocks that have driven their market-leading performance. 
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              Copper threatens to outshine lithium, putting leveraged juniors in the frame
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  Forecasts of supply deficits suggest red metal will get red hot, making smaller stocks such as New World Resources an investor’s playground.
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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%] ">
              Bulls beware – this rally is about liquidity, not fundamentals
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Greg Canavan explains how liquidity flows are driving equity markets higher to start the year, and why they may not last
</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%] ">
              Battleground 2023: Our predictions for the year ahead
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Moving into 2023, what are the key issues likely to be for the year ahead?
</div>

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        Yarra Capital Management
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              The surprising new frontier for ETF investing
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  If you can dream it, chances are there’s an ETF for it. But the next growth area for ETFs might be more traditional.
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              The stranger than life story behind Wall Street’s $16 billion hedge fund manager
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  Citadel Investment Partners have shattered a 15-year old record for the most money made in a single year. But how did they do it?
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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: The top small-cap picks for 2023 (and 2 fundie <span class="whitespace-nowrap">favourites)<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">
  In this episode, Marcus Today&#39;s Henry Jennings and Medallion Financial&#39;s Michael Wayne analyse your five most-tipped small caps for 2023. 
</div>

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  <div>
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</a>    <div class="px-4 mt-0.5">
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      +14
</a></div>

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  <div>
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</a></div>

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