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          <time datetime="2024-02-05T12:21:15+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">February 05, 2024 12:21</time>
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              The global rebound in house prices narrows as commercial property prices have slumped
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  The global rebound in house prices has become more narrowly based, while US and European commercial property prices have slumped. 
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        Coolabah Capital
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          <time datetime="2024-02-05T11:30:20+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">February 05, 2024 11:30</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%] ">
              Unlocking a $74 billion boom: Australia&#39;s thriving private commercial real estate debt market
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  The Australian Commercial Real Estate Debt (ACRED) sector has undergone a remarkable transformation in recent years, witnessing a robust 7.9% Compound Annual Growth...
</div>

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        HMC Capital
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              The easing cycle to come risks being the same as the last
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  As the RBA shapes up to potentially cut rates in 2024 should we be asking more from monetary policy and monetary policy-makers?
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              Funds flow into China, central banking and the US energy mix
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  This edition of Charts of the Week takes a global look at central banking, examining how key policy rates intertwine with inflation levels. 
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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>6 stocks for a full portfolio reset in <span class="whitespace-nowrap">2024<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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  2023 was a surprisingly positive year. So, is now a good time for a full portfolio reset? Find out in the latest episode of Buy Hold Sell. 
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              Investor behaviour in uncertain times
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  How well do you know yourself?  Biases, timeframes, and the impact of investment decision making.
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        Collins St Asset Management
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          <div class="sm:flex-grow">
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              ASX 200 notches record close in volatile week end, more volatility on tap next week
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  Australian stocks closed out a volatile week with another record close, but watch out investors - there&#39;s more volatility on tap next week!
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              Policy rules and risks to current market pricing of interest rates
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  CCI used policy rules to judge the risks around market pricing of rates in the US, euro area and Australia.  
</div>

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        Coolabah Capital
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              Which companies do you think will beat or miss expectations?
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  Share your expectations, and we&#39;ll unveil exclusive findings and analyses based on your collective wisdom.
</div>

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        Livewire Markets
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              5 key themes for every bond investor in 2024
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  Towards the start of each calendar year banks and investment managers like to publish their predictions for the year-ahead. In fixed income, these notes are usually...
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              A housing shortage, unmet demand, and an attractive investment alternative
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  An excerpt from Zagga’s Whitepaper, ‘Remarkably Resilient: Australian Real Estate in an Age of Inflation’.
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        Zagga Investments
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              Chinese manufacturing PMI ticked up to 49.2, UK leaves interest rates unchanged at 5.25%
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              Not middle of the pack: Why we back Australian mid-caps
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  Where Auscap Asset Management finds sustainable earners at reasonable prices, including three mid-cap stock examples.
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          <div class="sm:flex-grow">
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              Positive signs for global listed infrastructure in 2024
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  There is much to think about in geopolitics and macroeconomics over 2024 and it is unlikely to be a stable year. 
</div>

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        Maple-Brown Abbott
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              Where ARK is looking next: 3 themes from the Big Ideas 2024 report
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  The firm run by Cathie Wood eyes three key investment themes for 2024 and beyond.
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        Livewire Markets
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              Uncertainty in China Continues
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Key Points: • China’s economy has been showing signs of recovery following piecemeal stimulus through 2023. • However, equity markets have yet to respond, with the...
</div>

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        Drummond Capital Partners
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              Is Australian monetary policy tight enough?
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Inflation has slowed sharply and markets now assume the RBA has slayed the inflation dragon and is pricing the first rate cut by mid-year.
</div>

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