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          <time datetime="2023-08-15T12:36:50+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 15, 2023 12:36</time>
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              What’s capital structure and why do investors need to know about it?
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  When a business decides to raise money to fund its operations, it has two main options to choose from: equity or debt. Many businesses use a combination of both, and...
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        FC Capital
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            <a class="pre-header-sm lg:pre-header-md uppercase text-primary hover:underline" href="/categories/asset-allocation">Asset Allocation</a>

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          <time datetime="2023-08-15T12:31:21+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 15, 2023 12:31</time>
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              Michael Burry puts on another BIG SHORT
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  According to the latest 13F filing from Scion Capital
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        Livewire Markets
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              Should Aussie global equity investors hedge their foreign currency exposure?
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  Australian dollar weakness has been supporting Aussie investors’ returns from global equities. But economic recovery, new Chinese stimulus measures, higher commodity...
</div>

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              This cycle has a different dynamic
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  This time around, inflation is likely to be falling over the slowdown phase, which is a very different dynamic compared to previous cycles.
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              Nick Scali FY23 Results: Onwards and upwards despite consumer volatility
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  There are a handful of retailers in Australia that we can class in terms of quality as superior, if not unsurpassable. Those retailers include JB Hi-Fi, ARB and Reece...
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      <div>
        Montgomery Investment Management
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              What can credit investors learn from the demise of Credit Suisse?
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  In March 2023, 170 year old investment bank Credit Suisse required a hastily-arranged takeover by UBS to prevent a banking crisis and broader economic fallout in...
</div>

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        First Sentier Investors
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              ASX 200 futures flat, China&#39;s property crisis + Morningstar&#39;s high-risk calls
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          <time datetime="2023-08-15T08:00:18+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 15, 2023 08:00</time>
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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%] ">
              Property portals: A global perspective
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  It has been the experience of the Fairlight investment team that online classifieds (e.g. property, used cars or jobs) are generally great businesses. Once a portal...
</div>

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              The Match Out: Stocks slide despite solid earnings, China again the culprit
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  The daily Match Out for Monday 14 August with James Gerrish of Market Matters.
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              JB Hi-Fi&#39;s FY23 results overview
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  JB Hi-Fi&#39;s FY23 results overview Australian-based electronics and home appliance retailer, and consumer litmus test (not forget one of the highest quality retailers in...
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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>Finding opportunities where others fear to <span class="whitespace-nowrap">tread<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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  Contrarian investing is not a bad thing.
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              9 key macro insights (and why China could be our way out)
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  VanEck&#39;s latest quarterly macro markets commentary balances sobering global views alongside some brighter spots closer to home
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        Livewire Markets
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              The sectors and asset classes MLC is backing as the inflation fight rolls on
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  There is nothing melodious about inflation, but it is the recurring melody of the times in which we currently live.
</div>

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      <div>
        MLC Asset Management
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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>Momentum vs <span class="whitespace-nowrap">fundamentals<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">
  Momentum versus fundamentals. Price versus earnings. Disinflation versus deflation. This week&#39;s theme is all about contrasts. 
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              The &#39;Moneyball&#39; approach to picking stocks and 8 that make the team
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  Antipodes Partners&#39; portfolio manager, Vihari Ross, shares her rational and open view to investing and finding high-quality value picks.
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              Early hikers, NFP revisions and aggressive asset allocation
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  This week’s charts begin with a visualisation of “early hikers”
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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>On the hunt for tomorrow&#39;s <span class="whitespace-nowrap">CSL<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, our guests name two growing healthcare stocks (and share their top tips for assessing the next generation of winners). 
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          <time datetime="2023-08-11T17:01:31+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 11, 2023 17:01</time>
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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 Match Out: ASX drifts lower today, but higher for the week, Go the Matilda’s!
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  The daily Match Out for Thursday 10 August with James Gerrish of Market Matters.
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        <div class="pt-4 pb-4 lg:pb-2 hidden sm:block">
          <div class="flex gap-2">
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    <div
  class="lw-badge rounded-2xl  md"
  
  
>
  <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="351" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-bsl">
      <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 ">Bluescope Steel Ltd</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:BSL</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-351">
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</div>

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

    <div data-controller="tooltip">
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    <div
  class="lw-badge rounded-2xl  md"
  
  
>
  <div class="flex items-center gap-2">
    <span class="text-bold-md">LLC</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="1161" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-llc">
      <div class="p-4 flex group">
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Lendlease Group</div>
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</a>    <div class="px-4 mt-0.5">
      <div class="flex items-center py-4 border-t border-light">
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  class="follow-stock-code-1161-stock-code-tooltip-hovercard"
  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="NCK" data-controller="event" data-event-name-value="link_click" data-event-id-value="56513" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-nck">
    <div
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>
  <div class="flex items-center gap-2">
    <span class="text-bold-md">NCK</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="1411" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-nck">
      <div class="p-4 flex group">
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Nick Scali Ltd</div>
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</a>    <div class="px-4 mt-0.5">
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          <div 
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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>
    </div>
  </div>
</div>

    <div data-controller="tooltip">
  <a aria-label="NCM" data-controller="event" data-event-name-value="link_click" data-event-id-value="56513" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-ncm">
    <div
  class="lw-badge rounded-2xl  md"
  
  
>
  <div class="flex items-center gap-2">
    <span class="text-bold-md">NCM</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="1402" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-ncm">
      <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 ">Newcrest Mining Ltd</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:NCM</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-1402">
            Followed by<span class="font-bold text-gray-700"> 291 </span>people
        </div>
          <div 
  class="follow-stock-code-1402-stock-code-tooltip-hovercard"
  data-load-engagement-count-target="follow"
  data-followable-type="stock_code"
  data-followable-id="1402"
  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="REA" data-controller="event" data-event-name-value="link_click" data-event-id-value="56513" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-rea">
    <div
  class="lw-badge rounded-2xl  md"
  
  
>
  <div class="flex items-center gap-2">
    <span class="text-bold-md">REA</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="1666" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-rea">
      <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 ">REA Group Ltd</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:REA</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-1666">
            Followed by<span class="font-bold text-gray-700"> 303 </span>people
        </div>
          <div 
  class="follow-stock-code-1666-stock-code-tooltip-hovercard"
  data-load-engagement-count-target="follow"
  data-followable-type="stock_code"
  data-followable-id="1666"
  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>

    <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="56513" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/wires/the-match-out-asx-drifts-lower-today-but-higher-for-the-week-go-the-matilda-s">
      +1
</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="335" data-event-statisticable-value="profile" data-event-custom-data-value="{&quot;position&quot;:8040,&quot;section&quot;:&quot;latest_feed&quot;}" data-event-ga-category-value="Homepage Latest Feed" data-event-ga-action-value="link_click" href="/contributors/james-gerrish">
            <picture style="">
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      <div>
        Market Partners 
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</div>

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        <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-56513" data-load-engagement-count-target="like" data-wire-id="56513" data-position="8040">
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    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">
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  aria-label=comment
  
  
  
>
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</svg>

  
  
  
</a>

</div>
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            <div id="wire-listing-stats-56513" data-load-engagement-count-style-value="listing" data-load-engagement-count-target="stats" data-wire-id="56513" data-position="8040" data-style="listing" data-device-type="desktop"></div>
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</div>


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

  </div>
</template></turbo-stream>
  <turbo-stream action="update" target="pagination"><template>
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</template></turbo-stream>
