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          <time datetime="2023-05-02T12:00:37+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">May 02, 2023 12:00</time>
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              Space wanted: Dead or Alive
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  As space becomes increasingly scarce, creative thinking about planning for the dead while accommodating the living is a necessity.
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        Pengana Capital Group
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          <time datetime="2023-05-02T10:00:05+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">May 02, 2023 10:00</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>Ellerston: 3 recession-resilient small and mid caps for the year <span class="whitespace-nowrap">ahead<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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  Defensive large caps are beginning to look awfully crowded, but that doesn&#39;t mean you can&#39;t find resilience in the small end of the market. 
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              S&amp;P 500 gives back early strength, ASX futures flat, Liontown has a new mystery bidder
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  Get up to date on overnight market activity and the big events for the day.
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">National Australia Bank Ltd</div>
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              Social Benefit Bonds – There are risks to funding a social benefit
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  Clive Smith takes a closer look at assessing the risks associated with investing in social benefit bonds.
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              Australian home prices look to have bottomed - but there is a catch
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  Prices look to have bottomed as the supply shortfall dominates, but watch interest rates and unemployment. 
</div>

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        AMP
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          <div class="sm:flex-grow">
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              The Match Out: A strong start fades ahead of RBA, ResMed Quarterly impresses
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  The daily Match Out report for Monday 1 May with Market Matters&#39; James Gerrish.
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    <a data-controller="event" data-event-name-value="link_click" data-event-id-value="2051" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-tcl">
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        Market Partners 
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          <time datetime="2023-05-01T16:33:30+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">May 01, 2023 16:33</time>
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          <div class="sm:flex-grow">
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              Netflix rides the advertising recovery
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  A vicious circle for traditional TV
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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 Airlie sees resilience (and 3 ASX stalwarts it is <span class="whitespace-nowrap">backing)<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">
  Emma Fisher discusses where Airlie Funds Management is seeing several pockets of resilience despite the market uncertainty
</div>

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              The energy debate has changed – here&#39;s how Octopus Investments is positioned
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  As the game changes for gas operators, Brent Collyer explained where he sees the greatest opportunity over the next 10, 20 or 30 years
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              Are we in the early stages of a tech recovery?
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  This article was written by Alex Parker The market conditions facing us today are as complex and uncertain as many investors can remember. After a tough year for most...
</div>

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              Hedge fund bets, Saudi diversification, and the global dollar debate
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  Hedge funds bet on falling Treasuries, Saudi Arabia diversifies, de-dollarisation debated, EU inflation rises, China&#39;s retail boom and more.
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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>Why free cash flow (and not cash) is <span class="whitespace-nowrap">king<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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  Epoch explains why companies with growing free cash flow, and which emphasise returning cash to shareholders, are so attractive.
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              How to build the perfect investment portfolio for retirement
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  The old wisdom for building retirement portfolios has taken a battering in recent times. But what is the ideal composition?
</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%] ">
              Private equity swoops on undervalued companies
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  After a fallow period for M&amp;A in the Australian market, takeover activity picked up in March. Invocare (ASX: IVC), Estia Healthcare (ASX: EHE), United Malt (ASX:...
</div>

          </div>
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        <div class="pt-4 pb-4 sm:hidden">
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      +1
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            Followed by<span class="font-bold text-gray-700"> 44 </span>people
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              S&amp;P 500 climbs on strong earnings, ASX 200 set to rally, RBA pause in focus
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              Looking back on a big week for tech stocks
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              The big red flag plaguing the ASX
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  Plato is well known for our 100+ Red Flags which are integral to our investment process. These Red Flags have been built up over many years to help identify potential...
</div>

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        Plato Investment Management
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