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          <time datetime="2023-03-14T12:53:30+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 14, 2023 12:53</time>
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              Central banks hike - until they break things
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  We&#39;ve consistently argued that unprecedented interest rate increases by central banks would break things, triggering a big default cycle. The US, which has experienced...
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              Will the Silicon Valley Bank collapse reach Aussie shores?
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  Here we go again. Last year it was FTX, then Silicon Valley Bank (SVB) said “hold my beer”. The collapse of SVB represents the second largest bank failure in history....
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              7 stocks for when China&#39;s growth engine roars to life
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  Sustainable and predictable earnings, and wide moats. Which stocks fit the bill for abrdn&#39;s Sustainable Asian Opportunities Active ETF?
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              S&amp;P 500 gives back early strength, bond yields freefall, ASX 200 set to tumble
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  Get up to date on overnight market activity and the big events for the day. 
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              Three scenarios for investors to consider in 2023
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  There remain significant risks that could cause a global downturn. We look at possible scenarios and implications for portfolio construction
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        Perpetual Asset Management (Australia)
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              The best performing market you’ve never looked at
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  Being greedy when others are fearful sounds good in theory, but scarce few investors put it into practice - as was the case with UK equities
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          <time datetime="2023-03-14T06:45:04+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 14, 2023 06:45</time>
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              Access global portfolios exposed to global trends reshaping the world
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  Alphinity’s proven process and strong track record in global equities is now available on the ASX. Two new actively managed ETFs of existing funds, provide access to...
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              Three ways to use an ASX covered call ETF
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  Covered call strategies on the S&amp;P/ASX 200 Index can puzzle investors. While the index itself, the S&amp;P/ASX 200, is perfectly familiar, many wonder what is ventured and...
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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>Interview with Stephen &#39;The Kouk&#39; Koukoulas - Winner of &#39;The Great Housing <span class="whitespace-nowrap">Debate&#39;?<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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  Tune into my interview with Stephen &#39;The Kouk&#39; Koukoulas to find out why property markets will likely turn positive in the months ahead 
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              If it glitters, it&#39;s Gold
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  Why we expect gold, and one ASX-listed gold miner, to shine in 2023
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        Firetrail Investments
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              The Match Out: SVB concerns weigh on local shares, Critical mineral shares weak on EU/US deal
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          <time datetime="2023-03-13T15:28:19+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 13, 2023 15:28</time>
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          <div class="sm:flex-grow">
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              Why these two sectors (and single stock) are magnets for takeover talk
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Once valuations come down and the headwinds ease, PwC believes a once-in-a-decade merger and takeover opportunity is coming.
</div>

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</a>      </div>
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">BHP Group Ltd</div>
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            Followed by<span class="font-bold text-gray-700"> 126 </span>people
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            Followed by<span class="font-bold text-gray-700"> 2380 </span>people
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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>Central banks are changing their tone, and this is how to read <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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  I share my views on monetary policy, inflation, and why I believe there’s a strong case for increasing allocations to bonds 
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              Charts of the Week - Weather, demand, and demographics affect markets in Europe, Asia, and beyond
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  Has Europe stockpiled enough natural gas to counter Putin&#39;s plans to cripple its industry?
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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>Signal or Noise: 3 commodities (and 5 stocks) navigating the geopolitical risks of <span class="whitespace-nowrap">2023<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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  Signal or Noise conducts a deep dive into the global commodities market and the structural factors affecting it.
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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%] ">
              Five themes and five stocks for 2023
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  We share five themes we expect will have implications for global equity returns this year and five appropriate stocks to position for each.
</div>

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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Alphinity Global Equity Fund - Active ETF</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:XALG</div>
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Microsoft Corporation Common Stock</div>
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      +3
</a></div>

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        Alphinity Investment Management
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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 investing explained – 18 ASX stocks, and 3 preferred picks
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Value will dominate Growth for at least the next couple of years, say Simon Conn and Mathan Somasundaram
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              Morning Wrap: US stocks sink and bond yields crash, Silicon Valley Bank collapses, ASX to fall
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  ASX futures are down 39 points, to 7,109 as of 8:15am AEDT On any other day, a hot jobs report stateside would be the big story for why US stocks fell sharply. But...
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          <time datetime="2023-03-13T06:30:02+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 13, 2023 06:30</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>The 10 best ASX management teams right <span class="whitespace-nowrap">now<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, Market Matters&#39; James Gerrish and Firetrail&#39;s Blake Henricks name the top management teams to emerge this reporting season.
</div>

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  <a aria-label="AD8" data-controller="event" data-event-name-value="link_click" data-event-id-value="54829" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-ad8">
    <div
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>
  <div class="flex items-center gap-2">
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</div>

</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="201" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-ad8">
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Audinate Group Ltd</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:AD8</div>
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      </div>
</a>    <div class="px-4 mt-0.5">
      <div class="flex items-center py-4 border-t border-light">
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            Followed by<span class="font-bold text-gray-700"> 1091 </span>people
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          <div 
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  data-load-engagement-count-target="follow"
  data-followable-type="stock_code"
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    <div class="h-0 w-full flex justify-center">
      <div class="border-6 border-tooltipDownArrowLight"></div>
    </div>
  </div>
</div>

    <div data-controller="tooltip">
  <a aria-label="CSL" data-controller="event" data-event-name-value="link_click" data-event-id-value="54829" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-csl">
    <div
  class="lw-badge rounded-2xl  md"
  
  
>
  <div class="flex items-center gap-2">
    <span class="text-bold-md">CSL</span>
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</div>

</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="575" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-csl">
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">CSL Ltd</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:CSL</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-575">
            Followed by<span class="font-bold text-gray-700"> 1580 </span>people
        </div>
          <div 
  class="follow-stock-code-575-stock-code-tooltip-hovercard"
  data-load-engagement-count-target="follow"
  data-followable-type="stock_code"
  data-followable-id="575"
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      </div>
    </div>
  </div>
</div>

    <div class="h-0 w-full flex justify-center">
      <div class="border-6 border-tooltipDownArrowLight"></div>
    </div>
  </div>
</div>

    <div data-controller="tooltip">
  <a aria-label="LYC" data-controller="event" data-event-name-value="link_click" data-event-id-value="54829" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-lyc">
    <div
  class="lw-badge rounded-2xl  md"
  
  
>
  <div class="flex items-center gap-2">
    <span class="text-bold-md">LYC</span>
  </div>
</div>

</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="1199" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-lyc">
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Lynas Rare EARTHS Ltd</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:LYC</div>
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</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-1199">
            Followed by<span class="font-bold text-gray-700"> 554 </span>people
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          <div 
  class="follow-stock-code-1199-stock-code-tooltip-hovercard"
  data-load-engagement-count-target="follow"
  data-followable-type="stock_code"
  data-followable-id="1199"
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      </div>
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</div>

    <div class="h-0 w-full flex justify-center">
      <div class="border-6 border-tooltipDownArrowLight"></div>
    </div>
  </div>
</div>

    <a class="px-1 py-0.5 text-bold-md text-nav-item" data-controller="event" data-event-name-value="link_click" data-event-id-value="54829" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/wires/the-10-best-asx-management-teams-right-now">
      +7
</a></div>

        </div>
        <div class="pt-4 pb-4 lg:pb-2 hidden sm:block">
          <div class="flex gap-2">
    <div data-controller="tooltip">
  <a aria-label="AD8" data-controller="event" data-event-name-value="link_click" data-event-id-value="54829" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-ad8">
    <div
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>
  <div class="flex items-center gap-2">
    <span class="text-bold-md">AD8</span>
  </div>
</div>

</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="201" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-ad8">
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Audinate Group Ltd</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:AD8</div>
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</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-201">
            Followed by<span class="font-bold text-gray-700"> 1091 </span>people
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          <div 
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  data-load-engagement-count-target="follow"
  data-followable-type="stock_code"
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      </div>
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  </div>
</div>

    <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="CSL" data-controller="event" data-event-name-value="link_click" data-event-id-value="54829" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-csl">
    <div
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>
  <div class="flex items-center gap-2">
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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>
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">CSL Ltd</div>
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</a>    <div class="px-4 mt-0.5">
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          <div 
  class="follow-stock-code-575-stock-code-tooltip-hovercard"
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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="LYC" data-controller="event" data-event-name-value="link_click" data-event-id-value="54829" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-lyc">
    <div
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>
  <div class="flex items-center gap-2">
    <span class="text-bold-md">LYC</span>
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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="1199" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-lyc">
      <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 ">Lynas Rare EARTHS Ltd</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:LYC</div>
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</a>    <div class="px-4 mt-0.5">
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  data-load-engagement-count-target="follow"
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    <div class="h-0 w-full flex justify-center">
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  </div>
</div>

    <div data-controller="tooltip">
  <a aria-label="ORG" data-controller="event" data-event-name-value="link_click" data-event-id-value="54829" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-org">
    <div
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  <div class="flex items-center gap-2">
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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="1481" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-org">
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  data-load-engagement-count-target="follow"
  data-followable-type="stock_code"
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      </div>
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</div>

    <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="QAN" data-controller="event" data-event-name-value="link_click" data-event-id-value="54829" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-qan">
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  <div class="flex items-center gap-2">
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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="1631" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-qan">
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Qantas Airways Ltd</div>
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</a>    <div class="px-4 mt-0.5">
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    <div class="h-0 w-full flex justify-center">
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  </div>
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      +5
</a></div>

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              Lessons from the collapse of SVB (and why we&#39;re avoiding Banks)
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  I explain in simple terms why Silicon Valley Bank failed, what lessons investors can draw from this, and some of the potential consequences.
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    srcset="https://www.livewiremarkets.com/rails/active_storage/representations/proxy/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBBb3lGIiwiZXhwIjpudWxsLCJwdXIiOiJibG9iX2lkIn19--a0bef8ba60bbd2c3f6538a6294d7958fe14d8c81/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaDdCem9MWm05eWJXRjBTU0lJYW5CbkJqb0dSVlE2RTNKbGMybDZaVjkwYjE5bWFXeHNXd2RwQWNocEFjZz0iLCJleHAiOm51bGwsInB1ciI6InZhcmlhdGlvbiJ9fQ==--d4026b52d9aa7a676b3d70dbe31c85d930184392/5f17d237fb822633206364d9_34148-AORISM-007flin.jpg, https://www.livewiremarkets.com/rails/active_storage/representations/proxy/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBBb3lGIiwiZXhwIjpudWxsLCJwdXIiOiJibG9iX2lkIn19--a0bef8ba60bbd2c3f6538a6294d7958fe14d8c81/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaDdCem9MWm05eWJXRjBTU0lJYW5CbkJqb0dSVlE2RTNKbGMybDZaVjkwYjE5bWFXeHNXd2RwQWNocEFjZz0iLCJleHAiOm51bGwsInB1ciI6InZhcmlhdGlvbiJ9fQ==--d4026b52d9aa7a676b3d70dbe31c85d930184392/5f17d237fb822633206364d9_34148-AORISM-007flin.jpg 2x"
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</span>    </div>
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        Aoris Investment Management
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</div>

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