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          <time datetime="2023-08-07T14:30:14+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 07, 2023 14:30</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%] ">
              5 things you need to know about franking credits and dividends
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Dividends and franking credits are a critical component of many Australian investors’ income strategies, but are often misunderstood.
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              Mixed signals on inflation: What do they mean for Aussie stocks and bonds?
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  We speak to purveyors of both stocks and bonds about what&#39;s happening in inflation and how they&#39;re positioned currently.
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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>ASX stocks pricier than you <span class="whitespace-nowrap">think<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 diminutive equity risk premium suggests Aussie stocks are more expensive than you think. 
</div>

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              Recession or not, the bull case for this investment opportunity stands
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  In this wire, Platinum&#39;s Jodie Bannan explains why this massive investment theme can weather whatever economic conditions eventuate. 
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        Livewire Markets
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          <time datetime="2023-08-07T10:33:48+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 07, 2023 10:33</time>
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              Emissions Trading Scheme – not meeting our long-term climate goals
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  There has been quite a bit written on the Emissions Trading Scheme (ETS) in recent weeks and months as a lot of upheaval has occurred. For those less familiar with the...
</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%] ">
              Eurozone inflation, UK bankruptcies and Japanese yield control
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  This week’s charts begin with a new visualisation of European inflation
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              ASX 200 to fall, S&amp;P 500 gives back early strength + JPMorgan scraps recession call
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  Get up to date on overnight market activity and the big events for the day.
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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 these fund managers think the hiking cycle is done (and what it means for your <span class="whitespace-nowrap">investments)<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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  The annual fixed income show of Signal or Noise comes straight from downtown Melbourne.
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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>Rudi: 16 stocks with growing expectations for reporting <span class="whitespace-nowrap">season<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">
  Keeping with tradition, FNArena&#39;s Rudi Filapek-Vandyck shares his thoughts on what investors can expect over the next month and beyond. 
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              The Match Out: Late spurt pushes stocks up on the day, Resmed (RMD) hit on earnings miss
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  The Match Out for Friday 4 August with James Gerrish of Market Matters.
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        Market Partners 
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              Chinese manufacturing PMI rose marginally to 49.3, Bank of England hiked interest rates by 25 basis points
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  Weekly Update | 4th August, 2023
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              Contradictory forces at play leading into reporting season
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  We look at the forces shaping the market’s early expectations for Australian company earnings and outlooks. 
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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>Regal&#39;s ultimate guide to microcap investing in <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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              FNArena reporting season monitor: August 2023 – Week One (8 stocks covered)
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          <div class="sm:flex-grow">
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              How Japan regained its mojo
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  The Japanese stock market is booming in 2023, up 21% for the year to date, outperforming all other major developed market indices.(1) Global investors have net-bought...
</div>

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        Platinum Asset Management
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          <div class="sm:flex-grow">
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              Insider Trades: Directors are buying shares in these 16 ASX companies
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  A Macquarie non-exec buys into recent weakness, Metcash insider loans up following a solid FY23 result and a long list of small cap trades.
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              How the best-performing small cap funds are positioning for a rebound
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  It&#39;s one thing to know small caps are poised for a rally. But which funds are in the box seat?
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    <div
  class="lw-badge rounded-2xl  md"
  
  
>
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</div>

</a>  <div class="hidden" data-tooltip-target="content">
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  <div>
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</a>    <div class="px-4 mt-0.5">
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        <div class="flex-grow text-darkestgray text-bold-sm" id="followed-count-stock_code-18583">
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          <div 
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  data-load-engagement-count-target="follow"
  data-followable-type="stock_code"
  data-followable-id="18583"
  data-options="{&quot;custom_data&quot;:{&quot;section&quot;:&quot;stock_code_tooltip&quot;},&quot;style&quot;:&quot;hovercard&quot;}"
></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="NOW" data-controller="event" data-event-name-value="link_click" data-event-id-value="56388" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/nyse-now">
    <div
  class="lw-badge rounded-2xl  md"
  
  
>
  <div class="flex items-center gap-2">
    <span class="text-bold-md">NYSE:NOW</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="18962" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/nyse-now">
      <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 ">SERVICENOW INC.</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">NYSE:NOW</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-18962">
            Followed by<span class="font-bold text-gray-700"> 12 </span>people
        </div>
          <div 
  class="follow-stock-code-18962-stock-code-tooltip-hovercard"
  data-load-engagement-count-target="follow"
  data-followable-type="stock_code"
  data-followable-id="18962"
  data-options="{&quot;custom_data&quot;:{&quot;section&quot;:&quot;stock_code_tooltip&quot;},&quot;style&quot;:&quot;hovercard&quot;}"
></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="NVDA" data-controller="event" data-event-name-value="link_click" data-event-id-value="56388" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/nyse-nvda">
    <div
  class="lw-badge rounded-2xl  md"
  
  
>
  <div class="flex items-center gap-2">
    <span class="text-bold-md">NYSE:NVDA</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="19087" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/nyse-nvda">
      <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 ">Nvidia Corp</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">NYSE:NVDA</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-19087">
            Followed by<span class="font-bold text-gray-700"> 65 </span>people
        </div>
          <div 
  class="follow-stock-code-19087-stock-code-tooltip-hovercard"
  data-load-engagement-count-target="follow"
  data-followable-type="stock_code"
  data-followable-id="19087"
  data-options="{&quot;custom_data&quot;:{&quot;section&quot;:&quot;stock_code_tooltip&quot;},&quot;style&quot;:&quot;hovercard&quot;}"
></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>

        </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="127084" data-event-statisticable-value="profile" data-event-custom-data-value="{&quot;position&quot;:8120,&quot;section&quot;:&quot;latest_feed&quot;}" data-event-ga-category-value="Homepage Latest Feed" data-event-ga-action-value="link_click" href="/contributors/chris-conway">
            <picture style="">
    <source type="image/webp" srcset="https://www.livewiremarkets.com/rails/active_storage/representations/proxy/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBBeTlqRGc9PSIsImV4cCI6bnVsbCwicHVyIjoiYmxvYl9pZCJ9fQ==--6bf72d4459140d161b6eeb90828f746c0250cc76/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaDdCem9MWm05eWJXRjBPZ2wzWldKd09oTnlaWE5wZW1WZmRHOWZabWxzYkZzSGFRSElhUUhJIiwiZXhwIjpudWxsLCJwdXIiOiJ2YXJpYXRpb24ifX0=--1fd30fd39e489c8cda41fffd3d21b2be931eb227/CC1.png" />
  <img
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</a>    </div>
  <div id="profile-link" class="text-heavy-sm md:text-heavy-md text-darkestgray">
    <div>
        <span class="profile-name-hover-container" data-controller="event tooltip" data-event-name-value="contributor_hover_view" data-event-id-value="127084" data-event-statisticable-value="profile" data-event-custom-data-value="{}" data-event-event-value="mouseover" data-tooltip-url-value="/hotwired/hovercards/127084/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="127084" data-event-statisticable-value="profile" data-event-custom-data-value="{&quot;position&quot;:8120,&quot;section&quot;:&quot;latest_feed&quot;}" data-event-ga-category-value="Homepage Latest Feed" data-event-ga-action-value="link_click" href="/contributors/chris-conway">Chris Conway</a>
</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-56388" data-load-engagement-count-target="like" data-wire-id="56388" data-position="8120">
                <button
  class="lw-button tertiary_gray xs icon-only "
  
  data-turbo-stream-url-value="/hotwired/likes/56388/wire/8120/like"
  data-controller="
    event 
     
    
    
    turbo-stream 
  "
  data-controller="event turbo-stream " data-event-name-value="like_clicked" data-event-view-name-value="" data-event-id-value="56388" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;position&quot;:8120,&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">
              <div id="comment-link-56388" data-load-engagement-count-target="comment" data-wire-id="56388" data-position="8120">
    <a
  class="lw-button tertiary_gray xs icon-only "
  href="/wires/two-signs-a-new-dawn-is-arriving-for-growth-investors-and-five-stocks-to-take-advantage#comment_body"
  
  data-controller="
    event 
     
    
    
     
  "
  data-controller="event" data-event-name-value="wire_comment_click" data-event-view-name-value="" data-event-id-value="56388" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;position&quot;:8120,&quot;section&quot;:&quot;latest_feed&quot;}" data-event-ga-category-value="latest_feed" data-event-ga-action-value="wire_comment_click" data-event-ga-label-value=""
  
  
  aria-label=comment
  
  
  
>
  <svg class="home_comment">
  <use xlink:href="#home_comment"></use>
</svg>

  
  
  
</a>

</div>
            </div>
            <div id="wire-listing-stats-56388" data-load-engagement-count-style-value="listing" data-load-engagement-count-target="stats" data-wire-id="56388" data-position="8120" data-style="listing" data-device-type="desktop"></div>
          </div>
        </div>
      </div>
    </div>
    <div class="flex flex-row-reverse">
        <time datetime="2023-08-04T09:00:18+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">August 04, 2023 09:00</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=2023-08-04+09%3A00%3A18+%2B1000&amp;last_position=8120"></a>
</template></turbo-stream>
