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          <time datetime="2023-11-09T08:38:20+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 09, 2023 08:38</time>
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              Renewable
energy stocks:
changing winds?
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  Decarbonisation is one of the most important challenges of our time but it also ranks among the most difficult themes in which to invest
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        Firetrail Investments
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          <time datetime="2023-11-09T08:20:30+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 09, 2023 08:20</time>
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              Why we are active value investors
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  This essay demonstrates value investing’s superior returns compared to growth &amp; value-light strategies.
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              Shop now: ‘Green Banana’ stocks
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Callum Newman at Australian Small Cap Investigator shows a &quot;hidden&quot; opportunity to ride a booming Western Australia.
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        Fat Tail Investment Research
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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>How the global oil supply chain could be <span class="whitespace-nowrap">splintered<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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  Antipodes latest podcast episode covers recent developments in the global oil market.​​​
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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 higher as Hardie’s paints a positive outlook for demand
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  The daily Match Out for Wednesday 8 November 2023 with James Gerrish of Market Matters
</div>

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        Market Partners 
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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%] ">
              Why America&#39;s housing crisis may force the Fed to cut rates in 2024
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  525 basis points worth of Federal Reserve rate hikes have had a huge impact on US housing. 
</div>

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        AMP
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          <time datetime="2023-11-08T13:34:47+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 08, 2023 13:34</time>
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              Searching for peak yields as we enter a dangerous new phase
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  The significant tightening in financial conditions resulting from the increase in real yields poses new risks for the global economy.   
</div>

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        Schroders
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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 Fed might be done, what&#39;s next for equities?
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Bulls and bears both rely on history for their equities outlook. What gives? An investigation into the fine print of historical precedents.
</div>

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          <time datetime="2023-11-08T10:30:18+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 08, 2023 10:30</time>
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              20 stocks primed for the ASX small cap resurgence
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  They&#39;ve been pushed to the back burner for many, which is precisely why now is the time to consider small-caps, say these portfolio managers
</div>

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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>Is “funflation” fuelling rising interest <span class="whitespace-nowrap">rates?<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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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  The RBA delivered a Melbourne Cup rate hike to curb persistent inflation. Rising energy and service costs are contributing factors, but the post-pandemic spending...
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              ASX 200 futures flat, oil tumbles 4% to 3-month low + An oversold bounce or bottom?
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              Yuan is weighed down by monetary divergence – but supported by the current account
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  Charting the factors that influence the yuan/dollar exchange rate.
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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>Income and diversification can have a one stop <span class="whitespace-nowrap">solution<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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  Most investors accept the importance of fixed-income assets in a diversified portfolio but investing in bonds can be tricky
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              How social media frenzies could present opportunities in stocks
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  Don&#39;t tune out of the Twitter and Reddit chatter just yet.
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              The Match Out: Does today mark the high for Aussie interest rates?
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  The daily Match Out for Tuesday 7 November with James Gerrish of Market Matters.
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  The multi-strategy is a new yet familiar way of investing in a range of assets, styles, and ideas.
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              The RBA hikes interest rates again. But will this be the last one?
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          <time datetime="2023-11-07T14:20:24+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 07, 2023 14:20</time>
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              An investor behaviour quirk that can create opportunity
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Share prices sometimes follow a narrative and other times the reverse is true, as recent examples show
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        Merewether Capital
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              The real (stock) winners of The Melbourne Cup
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  Think it&#39;s just about who wins the race? Big business is the real winner here - and you might hold some of these companies.
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              Australian recession not to be disregarded
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Composite leading indicators suggest that a contraction or recession in Australia should not be disregarded (Siwat Nakmai).
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