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          <time datetime="2023-12-05T06:45:40+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">December 05, 2023 06:45</time>
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              Where will most returns likely come from going forward?
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  Income is always a component of total return, whereas capital growth is not. 
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        Talaria Asset Management
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          <time datetime="2023-12-04T17:12:01+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">December 04, 2023 17:12</time>
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              The Match Out: ASX hits 10 week high but fades, Metcash reports 1H results
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  The Match Out for Monday 4 December with James Gerrish of Market Matters.
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        Market Partners 
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  In the latest episode from Fidante’s ESG in 10 podcast, Charlotte O’Meara  is joined by Chris Whitcombe, Head of Global ABS, and Michael Cistulli, Analyst, at...
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              “Still more downside” in lithium, UBS downgrades Pilbara Minerals
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  According to UBS, lower lithium minerals prices will likely result in a potential halving in ASX lithium company profits in FY2025.
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              Why ASX earnings downgrades are the new normal
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  The local market remains in a downgrade cycle.
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    <a data-controller="event" data-event-name-value="link_click" data-event-id-value="116" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-amp">
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    <div data-controller="tooltip">
  <a aria-label="ANN" data-controller="event" data-event-name-value="link_click" data-event-id-value="57939" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-ann">
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    <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="130" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-ann">
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Ansell Ltd</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:ANN</div>
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  <div>
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      +22
</a></div>

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  <div>
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      +20
</a></div>

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        Wilsons Advisory
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              Are Healthcare stocks positioned for a smoother ride in 2024?
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  Healthcare is entering the new year with compressed valuations just as innovation picks up and a post-COVID reset winds down
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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>Unpacking NDIS &amp; specialist disability accommodation | Joss <span class="whitespace-nowrap">Engebretsen<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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  Murdoch speaks with Joss Engebretsen PM at Barwon Investment Partners about the Barwon Disability Accommodation Fund.
</div>

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        York Wealth Management
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              Long live fundamentals and stock picking: The sectors set to outperform in 2024
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  Your sector by sector guide to Australian equities in the year ahead.
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              Indebted companies and the rate-pause consensus
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  This week’s edition begins with an assessment of global futures markets, indicating that the “rate pause” is assumed around the world. 
</div>

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              ASX 200 to rally, S&amp;P 500 marks highest close of 2023 + 4 sectors to watch on Monday
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  Get up to date on overnight market activity and the big events for the day.
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          <time datetime="2023-12-04T08:09:40+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">December 04, 2023 08:09</time>
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              Without a crystal ball, what are the possible scenarios for 2024?
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        Fidelity International
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              Why this investor would not make one change to his portfolio even if a recession was certain
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  High conviction, concentrated global equity funds have generally performed well over the past 12 months amid tougher macro conditions 
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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>Has this latest inflation print greenlit an ASX Santa <span class="whitespace-nowrap">Rally?<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, IML&#39;s Simon Conn and Firetrail&#39;s Eleanor Swanson turn their attention to the short and long-term small-cap outlook. 
</div>

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          <time datetime="2023-12-02T15:04:53+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">December 02, 2023 15:04</time>
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              Nov. 2023 Podcasts: Australia-China uneasy partnership, end for value investing
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  Below is a summary of the topics we covered on Nucleus Investment Insights this month. See the links for more information.
</div>

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        Nucleus Wealth
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              The Match Out: Choppy session to kick off the new month, Premier Investments rallies on AGM comments
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  The Match Out for Friday 1 December with James Gerrish of Market Matters.
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        Market Partners 
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          <time datetime="2023-12-01T15:53:26+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">December 01, 2023 15:53</time>
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              Markets are in a tense and troubling situation
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Moods in the lead up to the end of the year are usually brighter. What’s not to love about impending shutdowns and holidays?Unfortunately, a lot of what I’ve got to...
</div>

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        MLC Asset Management
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              Why Government Bonds remain a natural choice
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Government Bonds are arguably now in better shape and more able to defend portfolios than they have been in years.
</div>

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              Santa Claus Rally is getting cancelled
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  Data suggests the much-vaunted Santa Claus is becoming less profitable and less reliable for Australian investors.
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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>The weight loss drug shaping-up as a <span class="whitespace-nowrap">gamechanger<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 world is awash with news that a drug designed to treat type 2 diabetes has also been approved to help achieve weight loss. Glucagon-like peptide 1 — or GLP-1 — is...
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        Magellan Investment Partners
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