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          <time datetime="2023-07-21T06:30:04+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">July 21, 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>Buy Hold Sell: 5 ASX stocks for the &quot;goldilocks&quot; <span class="whitespace-nowrap">scenario<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">
  As equities further price in the chance of a soft landing, we&#39;re talking about the kinds of companies you want to own in a dream scenario.
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      +2
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Fisher &amp; Paykel Healthcare Corporation Ltd</div>
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              The Match Out: Strong employment data stops the advance, Quarterlies galore with BHP, PDN and EVN in focus
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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%] ">
              What’s driving inflation and what does it mean for monetary policy?
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  There has been an argument in recent months suggesting corporate profits are driving inflation. In this wire, I&#39;ll argue why that&#39;s wrong.
</div>

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  An investor event like no other - register your interest today
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              Are earnings expectations low enough?
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            <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?
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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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              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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    <a data-controller="event" data-event-name-value="link_click" data-event-id-value="2198" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-xro">
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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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  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
            </h2>
            <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>
      <div>
        Livewire Markets
      </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-56244" data-load-engagement-count-target="like" data-wire-id="56244" data-position="8260">
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    event 
     
    
    
    turbo-stream 
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  aria-label=home_like
  
  
  
>
  <svg class="home_like">
  <use xlink:href="#home_like"></use>
</svg>

  
  
  
</button>


</div>            <div class="flex items-center ml-1">
              <div id="comment-link-56244" data-load-engagement-count-target="comment" data-wire-id="56244" data-position="8260">
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    event 
     
    
    
     
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  aria-label=comment
  
  
  
>
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  <use xlink:href="#home_comment"></use>
</svg>

  
  
  
</a>

</div>
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            <div id="wire-listing-stats-56244" data-load-engagement-count-style-value="listing" data-load-engagement-count-target="stats" data-wire-id="56244" data-position="8260" data-style="listing" data-device-type="desktop"></div>
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        </div>
      </div>
    </div>
    <div class="flex flex-row-reverse">
        <time datetime="2023-07-19T10:00:36+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 10:00</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+10%3A00%3A36+%2B1000&amp;last_position=8260"></a>
</template></turbo-stream>
