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          <time datetime="2023-02-08T14:46:52+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">February 08, 2023 14:46</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%] ">
              Marcus Padley: One ASX stock for the new bull market
            </h2>
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  As markets rebound from their October lows, there&#39;s one stock that is perfectly positioned to benefit from the recovery. 
</div>

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          <time datetime="2023-02-08T13:17:13+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">February 08, 2023 13:17</time>
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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>Is the RBA setting monetary policy in the rear-view <span class="whitespace-nowrap">mirror?<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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  A lively discussion from the champions of fixed income
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        Yarra Capital Management
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              Why I’m cautiously optimistic about 2023
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  A number of commentators are calling the current rebound in global markets a ‘dead cat bounce’. Veteran fund manager, and famous ‘perma-bear’, Jeremy Grantham, has...
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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>On Our Wavelength: China’s reopening presents opportunities for <span class="whitespace-nowrap">investors<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">
  In this podcast, we explore the ASX opportunities for investors as the biggest contributor to global economic output opens its doors.
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        WaveStone Capital
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              Pull the weeds
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  A bit of education
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Telstra Group Ltd</div>
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">ZIP CO LIMITED.</div>
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              Newmont attempts to buy Newcrest. Are Northern Star and Evolution Mining next?
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  Nothing gets the markets all juiced up quite like a takeover offer. But can Newcrest&#39;s good news flow through to the other major players?
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              Why we prefer Australian shares (and bonds) over global rivals right now
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  The RBA&#39;s latest rate hike leaves it close to a pause from Q2. Isaac Poole of Oreana thinks that will provide a support for Aussie equities.
</div>

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      <div>
        Ascalon 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%] ">
              How this AREIT investor is approaching reporting season
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  2023 brings new optimism into the REIT sector. 
</div>

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      <div>
        Pengana Capital Group
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  Realm Investment House has 3 different fixed income funds that both beat the market and delivered postive returns in 2022. Find out how. 
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</a></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%] ">
              <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>A market rotation is coming: Here’s how WAM’s Matt Haupt is positioned for <span class="whitespace-nowrap">it<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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<path d="M9.12598 12.0009L14.876 8.73094L9.12598 5.46094V12.0009Z" fill="#19202D" stroke="current" stroke-linecap="round" stroke-linejoin="round" id="play_icon"></path>
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            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  WAM Leaders is all about focusing on leading macro indicators and finding market leading stocks, says Portfolio Manager Matt Haupt.  
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              The emerging investment opportunities in a heavily discounted market
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  There are opportunities aplenty for those investors on the hunt for value... Here, three fund managers share their top picks. 
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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 Match Out: Market falls as RBA lifts rates + says more to come, Macquarie (MQG) now expected to grow earnings, Transurban (TCL) CEO to step <span class="whitespace-nowrap">down<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">
  The daily Match Out for Tuesday 7 February with Market Matters&#39; James Gerrish.
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              Microsoft and 5 other AI pick-and-shovel plays
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  How do you gain exposure to artificial intelligence without taking on unnecessary risk?
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        Swell Asset Management
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          <time datetime="2023-02-07T13:43:39+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">February 07, 2023 13:43</time>
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              A new bond cycle is dawning
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  We believe fixed income markets offer higher yields, and are positioned to further benefit amid potential volatility and a weakening economy
</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>Two ASX sectors presenting opportunity in an earnings downgrade <span class="whitespace-nowrap">cycle<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&#39;s a need to be more selective within the Australian equities space, says Katie Hudson of Yarra Capital Management. 
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        Yarra Capital 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>How Dr Phil Hofflin separates the signals from the noise (and uses the value premium to supercharge <span class="whitespace-nowrap">returns)<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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  Over the long run, value portfolios beat growth portfolios at their own game. 
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        Wilson Asset Management
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              Europe has surprised everyone
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Bearish forecasts for the European economy - and equity market - haven&#39;t come to pass
</div>

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        Firetrail Investments
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              S&amp;P 500 extends pullback, ASX 200 performance on rate hike days
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  Get up to date on overnight market activity and the big events for the day. 
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