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          <time datetime="2023-07-20T13:45:04+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">July 20, 2023 13:45</time>
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                <figcaption></figcaption>
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              Are earnings expectations low enough?
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Sentiment is positive while Confession Season is back, but only in a relatively mild way. Expectations are low. What to expect from August?
</div>

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>
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              Specific performance is essential
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Here’s one for the M&amp;A buffs out there.  Cast your minds back twelve months ago to the agreed merger between Perpetual (ASX: PPT) and Pendal Group (ASX: PDL). The deal...
</div>

          </div>
</a>      </div>
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        Harvest Lane Asset Management
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          <time datetime="2023-07-20T11:33:41+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">July 20, 2023 11:33</time>
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              Citi: Forget lithium, copper is THE bullish energy transition trade
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  And investors are ready to pull the trigger...
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              From sepsis to sperm counts: why plastic pollution matters and how WHEB’s companies help
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  It is now nearly six years since Sir David Attenborough and the BBC debuted Blue Planet 2. The series was the catalyst for a worldwide campaign to reduce the amount of...
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        Pengana Capital Group
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          <time datetime="2023-07-20T11:00:15+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">July 20, 2023 11:00</time>
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              Digital transformation, circular economy, and other places this fundie finds global leaders
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  Impax is launching its Global Opportunities Fund in Australia. Find out what it is all about. 
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          <time datetime="2023-07-20T10:30:22+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">July 20, 2023 10:30</time>
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          <time datetime="2023-07-20T08:52:42+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">July 20, 2023 08:52</time>
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              ASX 200 futures flat, Tesla beats earnings estimates + &#39;Confession&#39; season
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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 madness of crowds and an epic short squeeze
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  The market is nearly always right. But sometimes it gets it very wrong. In this wire, I explain why now might be one of those times
</div>

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      <div>
        Fat Tail Investment Research
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              How investors can access 9% yields in this asset class
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  The secret to this fund manager&#39;s seven-year track record is to just keep it simple. 
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          <div class="sm:flex-grow">
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              The Match Out: Banks underpin a rebound for the ASX, UK inflation cools
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  The Match Out for Wednesday 19 July with James Gerrish of Market Matters.
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              IML: 25 years of small-cap investing – and 3 stalwart stocks
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  Algorithmic trading and ETFs have changed the investing landscape but several things remain constant for IML&#39;s Simon Conn
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              3 ASX large caps this fund manager would buy with an extra $10,000
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  Ron Sargeant of Touchstone Asset Management is waiting for earnings to ebb tide - and until then, he thinks the consensus has got it wrong.
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              Why best-in-class mall rents are recession resilient
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Apart from the very short COVID-induced downturn in 2020, Australia has largely avoided a material economic recession since 1990-91, where unemployment peaked at...
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              What’s ahead for Aussie tech, and 3 small-cap stocks on Goldman’s radar
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  One is down 30% in 12 months, another is up 40% – and the third is flat. This investment bank rates two of them as BUY.
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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%] ">
              The Australian superannuation performance test: Sensible but flawed?
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  We take a look at the performance test on Superannuation funds in Australia.
</div>

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        Castle Point Funds
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              Perpetual&#39;s innovation fund returned over 40% in FY23. Here’s what PM Thomas Rice is backing for the coming year
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Generative AI and gaming have been big performers for Perpetual&#39;s Thomas Rice in the past year, and that isn&#39;t likely to change.
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</span>    </div>
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        Livewire Markets
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              The three factors driving stock returns
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  The next 18 months will be very different to the past 18 months
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      <div>
        Magellan Investment Partners
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</div>

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              How the best-performing Aussie large-cap fund for FY22/23 achieved its results
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  Join us as we talk to the Merlon Capital Partners team about their investment process and how they achieved the results they did last year
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  </div>
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    <div data-controller="tooltip">
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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 ">Insurance Australia Group Ltd</div>
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</a>    <div class="px-4 mt-0.5">
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  </div>
</div>

    <div data-controller="tooltip">
  <a aria-label="NHC" data-controller="event" data-event-name-value="link_click" data-event-id-value="56242" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-nhc">
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  <div>
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  <div>
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              Why there&#39;s more wheeling and dealing to come in the ASX small caps
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  Following a tough FY2022, FY2023 was an improvement for small-cap investors. The ASX Small Ordinaries Accumulation Index rose 8.5% over the year. However, small caps...
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    <a data-controller="event" data-event-name-value="link_click" data-event-id-value="489" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-ccx">
      <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 ">City Chic Collective Ltd</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:CCX</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-489">
            Followed by<span class="font-bold text-gray-700"> 95 </span>people
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          <div 
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  data-load-engagement-count-target="follow"
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></div>

      </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="CGC" data-controller="event" data-event-name-value="link_click" data-event-id-value="56224" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-cgc">
    <div
  class="lw-badge rounded-2xl  md"
  
  
>
  <div class="flex items-center gap-2">
    <span class="text-bold-md">CGC</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="549" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-cgc">
      <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 ">Costa Group Holdings Ltd</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:CGC</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-549">
            Followed by<span class="font-bold text-gray-700"> 97 </span>people
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  class="follow-stock-code-549-stock-code-tooltip-hovercard"
  data-load-engagement-count-target="follow"
  data-followable-type="stock_code"
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  data-options="{&quot;custom_data&quot;:{&quot;section&quot;:&quot;stock_code_tooltip&quot;},&quot;style&quot;:&quot;hovercard&quot;}"
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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="56224" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/wires/why-there-s-more-wheeling-and-dealing-to-come-in-the-asx-small-caps">
      +6
</a></div>

        </div>
      <div class="lg:flex lg:items-center clear-both">
        <div class="mt-2 lg:mt-4">
          <div class="flex items-center">
    <div class="mr-2">
        <a data-controller="event" data-event-name-value="link_click" data-event-id-value="72990" data-event-statisticable-value="profile" data-event-custom-data-value="{&quot;position&quot;:8380,&quot;section&quot;:&quot;latest_feed&quot;}" data-event-ga-category-value="Homepage Latest Feed" data-event-ga-action-value="link_click" href="/contributors/matthew-fist">
            <picture style="">
    <source type="image/webp" srcset="https://www.livewiremarkets.com/rails/active_storage/representations/proxy/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBBanN0IiwiZXhwIjpudWxsLCJwdXIiOiJibG9iX2lkIn19--cfde56c826d38319e0d4b48de9386e48288471ab/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaDdCem9MWm05eWJXRjBPZ2wzWldKd09oTnlaWE5wZW1WZmRHOWZabWxzYkZzSGFRSElhUUhJIiwiZXhwIjpudWxsLCJwdXIiOiJ2YXJpYXRpb24ifX0=--1fd30fd39e489c8cda41fffd3d21b2be931eb227/Screenshot%202020-02-27%2011.48.08.png" />
  <img
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    src="https://www.livewiremarkets.com/rails/active_storage/representations/proxy/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBBanN0IiwiZXhwIjpudWxsLCJwdXIiOiJibG9iX2lkIn19--cfde56c826d38319e0d4b48de9386e48288471ab/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaDdCem9MWm05eWJXRjBTU0lJY0c1bkJqb0dSVlE2RTNKbGMybDZaVjkwYjE5bWFXeHNXd2RwQWNocEFjZz0iLCJleHAiOm51bGwsInB1ciI6InZhcmlhdGlvbiJ9fQ==--c306068f01ab83c3650795f1865f4e6da1f93433/Screenshot%202020-02-27%2011.48.08.png"
    srcset="https://www.livewiremarkets.com/rails/active_storage/representations/proxy/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBBanN0IiwiZXhwIjpudWxsLCJwdXIiOiJibG9iX2lkIn19--cfde56c826d38319e0d4b48de9386e48288471ab/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaDdCem9MWm05eWJXRjBTU0lJY0c1bkJqb0dSVlE2RTNKbGMybDZaVjkwYjE5bWFXeHNXd2RwQWNocEFjZz0iLCJleHAiOm51bGwsInB1ciI6InZhcmlhdGlvbiJ9fQ==--c306068f01ab83c3650795f1865f4e6da1f93433/Screenshot%202020-02-27%2011.48.08.png, https://www.livewiremarkets.com/rails/active_storage/representations/proxy/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBBanN0IiwiZXhwIjpudWxsLCJwdXIiOiJibG9iX2lkIn19--cfde56c826d38319e0d4b48de9386e48288471ab/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaDdCem9MWm05eWJXRjBTU0lJY0c1bkJqb0dSVlE2RTNKbGMybDZaVjkwYjE5bWFXeHNXd2RwQWNocEFjZz0iLCJleHAiOm51bGwsInB1ciI6InZhcmlhdGlvbiJ9fQ==--c306068f01ab83c3650795f1865f4e6da1f93433/Screenshot%202020-02-27%2011.48.08.png 2x"
    alt="Matthew Fist"
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        <span class="profile-name-hover-container" data-controller="event tooltip" data-event-name-value="contributor_hover_view" data-event-id-value="72990" data-event-statisticable-value="profile" data-event-custom-data-value="{}" data-event-event-value="mouseover" data-tooltip-url-value="/hotwired/hovercards/72990/contributor">
          <a class="hover:underline mr-1" data-controller="event" data-event-name-value="link_click" data-event-view-name-value="summarized_longform_wire_view" data-event-id-value="72990" data-event-statisticable-value="profile" data-event-custom-data-value="{&quot;position&quot;:8380,&quot;section&quot;:&quot;latest_feed&quot;}" data-event-ga-category-value="Homepage Latest Feed" data-event-ga-action-value="link_click" href="/contributors/matthew-fist">Matthew Fist</a>
</span>    </div>
      <div>
        Firetrail Investments
      </div>
  </div>
</div>

        </div>
        <div class="hidden lg:block lg:mt-4 mx-4 w-1 h-4 border-l border-gray-300"></div>
        <div class="mt-4 flex items-center text-heavy-sm md:text-heavy-md text-darkestgray">
          <div class="flex items-center mr-4">
            <div id="wire-listing-like-56224" data-load-engagement-count-target="like" data-wire-id="56224" data-position="8380">
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  data-controller="
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    turbo-stream 
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  data-controller="event turbo-stream " data-event-name-value="like_clicked" data-event-view-name-value="" data-event-id-value="56224" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;position&quot;:8380,&quot;section&quot;:&quot;latest_feed&quot;}" data-event-ga-category-value="latest_feed" data-event-ga-action-value="like_clicked" data-event-ga-label-value="" data-turbo-stream-method-value="post"
  
  
  aria-label=home_like
  
  
  
>
  <svg class="home_like">
  <use xlink:href="#home_like"></use>
</svg>

  
  
  
</button>


</div>            <div class="flex items-center ml-1">
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    <a
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  data-controller="
    event 
     
    
    
     
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  aria-label=comment
  
  
  
>
  <svg class="home_comment">
  <use xlink:href="#home_comment"></use>
</svg>

  
  
  
</a>

</div>
            </div>
            <div id="wire-listing-stats-56224" data-load-engagement-count-style-value="listing" data-load-engagement-count-target="stats" data-wire-id="56224" data-position="8380" data-style="listing" data-device-type="desktop"></div>
          </div>
        </div>
      </div>
    </div>
    <div class="flex flex-row-reverse">
        <time datetime="2023-07-19T07:15:16+10:00" data-controller="datetime" class="hidden sm:block sm:flex-none order-1 w-36 uppercase pre-header-sm lg:pre-header-md text-darkgray">July 19, 2023 07:15</time>
    </div>
</div>


      </div>
    </div>
</div>

  </div>
</template></turbo-stream>
  <turbo-stream action="update" target="pagination"><template>
    <a rel="next" href="/hotwired/feeds/latest?cache_prefix=latest_wire&amp;cursor=2023-07-19+07%3A15%3A16+%2B1000&amp;last_position=8380"></a>
</template></turbo-stream>
