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          <time datetime="2023-12-19T14:21:13+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">December 19, 2023 14:21</time>
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              View from the (double?) top
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  Global equity markets have continued to perform strongly in December (~3%) after November’s sharp advance higher.
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        Morgan Stanley Wealth Management
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          <time datetime="2023-12-19T14:03:33+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">December 19, 2023 14:03</time>
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              MMA Offshore: Positive industry tailwinds set to continue
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  We discuss one of the fund&#39;s holdings, a company operating in the oil and gas and offshore wind sectors trading on cheap valuation metrics.
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Mma Offshore Ltd</div>
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            Followed by<span class="font-bold text-gray-700"> 36 </span>people
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Tidewater Inc.</div>
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            Never miss an update
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        Glenmore Asset Management
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          <time datetime="2023-12-19T13:41:06+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">December 19, 2023 13:41</time>
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              Where your super is invested for your stage of life
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  Ever wondered how your super is managed? Aware Super and Mercer shared what you need to know
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        Livewire Markets
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  Morningstar says these four miners are trading at the greatest discount to its fair value estimates. 
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              Our key themes and positions for 2024
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  The macro environment has been key for Australian equities over the past 11 months, and 2024 should be no different. 
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              2024: The year of clear waters and abating uncertainty
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  The turning point is in! We finally believe that Australian official interest rates have peaked, and inflation appears to be in retreat, with the economy slowing...
</div>

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              These 10 ASX stocks rank highest on the MarketMeter research tables
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              Office is not dead (and why this could be &quot;one of the deals of the cycle&quot;)
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  Elanor Investors Group is seizing rare countercyclical opportunity in office real estate
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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 Christmas come early for Aussie equities? | Tim <span class="whitespace-nowrap">Carleton<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 Tim Carleton the Chief Investment Officer at AUSCAP Asset Management about the outlook for Australian share market.
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        York Wealth 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>From exclusion to solutions: the modern approach to this investment <span class="whitespace-nowrap">opportunity<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">
  Hubert Aarts, Deputy CIO at Impax Asset Management, identifies five big drivers of opportunity when it comes to sustainable investing
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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>&quot;The Power of Team” the journey of only the 8th CEO of Wesfarmers in over 100 years - Robert <span class="whitespace-nowrap">Scott<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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  For our last episode for 2023 our very special guest is Mr Robert Scott, the MD and CEO of one of Australia’s most well known and highly respected companies, the...
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          <time datetime="2023-12-19T08:00:04+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">December 19, 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%] ">
              Does the uranium surge still have legs?
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Its been 12 months since James Cooper suggested backing uramium stocks. But with the sector surging are we due for a pullback?
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      <div>
        Fat Tail Investment Research
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              Summer reading list 2023/24
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  With the summer holidays around the corner, we asked Betashares staff to put forth their literary recommendations from the past year.
</div>

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        Betashares
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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>3 factors (and 6 stocks) driving the outperformance of L1&#39;s newest listed <span class="whitespace-nowrap">fund<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 Fund in Focus, L1 Capital International&#39;s David Steinthal takes investors through the firm&#39;s newest ETMF. 
</div>

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              Rocket fuel for small caps – three takeovers announced
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  If you aren’t already aware, I am optimistic about the prospect for small caps in 2024. Provided we have a combination of positive economic growth (even a short...
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        Montgomery Investment Management
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          <time datetime="2023-12-18T17:21:31+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">December 18, 2023 17:21</time>
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              10 business and investing related books for the holidays
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  This is the NAOS short list of some of the most interesting business and investing related books we’ve read throughout 2023. Enjoy!
</div>

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        NAOS
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  </div>
</div>

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              Federal Reserve charts path to monetary easing
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  The Fed and markets agree that rate cuts are coming, but less so on exactly when. Rather than being time dependent, the Fed will remain data dependent, likely...
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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>Where Eley Griffiths Group is hunting for small-cap opportunities in <span class="whitespace-nowrap">2024<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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  EGG&#39;s co-founder Ben Griffiths recently discussed his market outlook for next year and a dozen companies that are on his radar
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  <div class="flex items-center gap-2">
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    <div class="w-80 rounded-md overflow-hidden shadow-horver-card border border-light">
  <div>
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</a>    <div class="px-4 mt-0.5">
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    <div data-controller="tooltip">
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    <div
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</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="198" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-aia">
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Auckland International Airport Ltd</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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    <div data-controller="tooltip">
  <a aria-label="ARB" data-controller="event" data-event-name-value="link_click" data-event-id-value="58135" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-arb">
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  <div>
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  </div>
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      +10
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  <div>
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    <div data-controller="tooltip">
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  <div>
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  data-controller="event turbo-stream " data-event-name-value="like_clicked" data-event-view-name-value="" data-event-id-value="58135" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;position&quot;:6760,&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-58135" data-load-engagement-count-target="comment" data-wire-id="58135" data-position="6760">
    <a
  class="lw-button tertiary_gray xs icon-only "
  href="/wires/where-eley-griffiths-group-is-hunting-for-small-cap-opportunities-in-2024#comment_body"
  
  data-controller="
    event 
     
    
    
     
  "
  data-controller="event" data-event-name-value="wire_comment_click" data-event-view-name-value="" data-event-id-value="58135" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;position&quot;:6760,&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-58135" data-load-engagement-count-style-value="listing" data-load-engagement-count-target="stats" data-wire-id="58135" data-position="6760" data-style="listing" data-device-type="desktop"></div>
          </div>
        </div>
      </div>
    </div>
    <div class="flex flex-row-reverse">
        <time datetime="2023-12-18T14:00:09+11:00" data-controller="datetime" class="hidden sm:block sm:flex-none order-1 w-36 uppercase pre-header-sm lg:pre-header-md text-darkgray">December 18, 2023 14:00</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=2023-12-18+14%3A00%3A09+%2B1100&amp;last_position=6760"></a>
</template></turbo-stream>
