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          <time datetime="2024-02-14T11:46:12+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">February 14, 2024 11:46</time>
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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>Now is the time to prepare your portfolio for rate <span class="whitespace-nowrap">cuts<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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  We discusses why it’s important to construct portfolios that can deliver resilient income amid falling rates. 
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        PIMCO
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              How these economists see geopolitical tensions affecting the markets
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  Three of Australia&#39;s leading economists share their thoughts on how the macro environment could play out.
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              Who will be the winners and losers this reporting season?
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  This interview was originally published on 14 February, 2024
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              ASX 200 to tumble, S&amp;P 500 sharply lower as hotter-than-expected CPI data sparks selloff
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              Staying the course – WHEB remains committed to sustainability investing
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  In 1970 Walter Mischel, a professor of psychology at Stanford University conducted a famous experiment now known as the ‘Stanford Marshmallow experiment’. The...
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              The evolution of bond markets (and where to next)
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  After an incredible period in global fixed income markets, where do bond investors go from here?
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          <time datetime="2024-02-13T18:22:55+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">February 13, 2024 18:22</time>
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              ASX 200 lower as earnings sends major blue chips in starkly different directions
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  Earnings season is well and truly in full swing and already we&#39;re seeing the customary big swings in stock prices.
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              Double-digit returns collide with drug trial setback for CSL
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  CSL has delivered bumper returns once again in its half-year report but suffered a major setback this week.
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              4 important investment lessons from this 6-bagger stock
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  &quot;Letting your winners run&quot; is a trite saying that&#39;s rarely accurate, but it played out for this British software company
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              The stunning revival of nuclear energy
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  Walking the fine line between environmental preservation and deprivation has seen resurging interest in nuclear energy.
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        Eiger Capital
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              Beware the great equity unwind
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  Equity investors are focused on a potential soft landing. Longer-term they may face bigger headaches.
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        ANZ Private
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              Commercial property sees improved outlook in 2024
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  After a turbulent and unexpected 2023, there is widespread concern that commercial real estate (CRE) will face an additional challenge in 2024: a wall of maturities...
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              Net profits &quot;substantially down&quot; at the Millionaires&#39; Factory
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  Macquarie has released its latest operational update, warning investors that economic conditions continue to weigh on its bottom line.
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              The Milei chainsaw: A bold vision for Argentina&#39;s rebirth
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  The firebrand new President ignites his nation&#39;s hope for revival, confronting decades of economic decline. Can he deliver?
</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>Kerr Neilson: This opportunity will drive the next decade of <span class="whitespace-nowrap">growth<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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  Plus, the now retired Platinum Asset Management co-founder shares why AI is the most exciting game in town. 
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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>Small cap healthcare stocks looking good for <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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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  The IML small and mid cap team are excited about the prospects for healthcare in 2024. In our latest video, Simon Conn and I explain why we think the valuations and...
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              Latest data on China lithium: Demand increasing, supply falling
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  A research report on lithium demand-supply dynamics in China suggests modest improvement, but also it&#39;s still too early to call a bottom.
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              An optimist&#39;s guide to 2024&#39;s most important economic risks (Part 2)
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  Following on from Part 1, Yarra&#39;s Tim Toohey shares his thoughts on how macro optimism is informing the team&#39;s asset allocation calls. 
</div>

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