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          <time datetime="2024-03-21T11:30:23+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 21, 2024 11:30</time>
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              What companies are telling us about the year ahead
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  Discover the eight themes emerging from our company engagements so far this year, and what it says about the balance of 2024 and beyond.
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        Bell Asset Management
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              2 infrastructure stocks that present better value than Transurban
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  Want exposure to the biggest themes of today but restricted by a need for stable income? Perhaps it&#39;s time to look to this asset class.
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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>An alternative to index chasing for objective-based <span class="whitespace-nowrap">investors<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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  Sometimes, the specific needs of an investor are more important than the ability to beat a benchmark. For that, Schroders has created GROW. 
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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>Matt Haupt&#39;s contrarian take on the Australian market (and stocks to <span class="whitespace-nowrap">watch)<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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              ASX 200 to rally, S&amp;P 500 and Dow hit all-time highs as Fed maintains rate cut projections
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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 definitive guide to finding &quot;relative value&quot; in a noisy <span class="whitespace-nowrap">market<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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  There&#39;s duration, there&#39;s credit, and then there&#39;s the third and lesser-known lever of fixed income investing. 
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              ASX 200 on hold until after Fed meeting, energy stocks extend rally, gold stocks lose shine
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  The S&amp;P/ASX 200 reached its zenith of 7738 just 26 minutes into trading today, and then it was a general trickle lower until the close.
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              Nickel: contrarian opportunity or portfolio suicide?
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  Former geologist James Cooper explains everything may not be what it seems in the nickel market. That’s where contrarian opportunities lie. 
</div>

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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>RBA loosens its grip: the end of a tightening <span class="whitespace-nowrap">era?<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 RBA has scrapped any hints of potential further hikes, sparking speculation on whether it will continue to be open on hiking, despite pivoting to a more neutral...
</div>

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              Why beta matters to your returns
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  When you invest, you should begin with beta. Think of it as the foundation to your investment outcomes.
</div>

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        VanEck 
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          <time datetime="2024-03-20T11:46:25+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 20, 2024 11:46</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%] ">
              Casting Credit: The risks facing US credit and equities in 2024
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  US market valuations have continued to rise. Equity price-to-earnings ratios are at two-year highs and credit spreads are back to where they were before the Federal...
</div>

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        BNP Paribas Asset Management
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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 extraordinarily super Super Micro Computer
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  In this article we look at the extraordinary rise of Super Micro.
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        Castle Point Funds
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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 Schroders would put $1 million to work in multi-asset investing right <span class="whitespace-nowrap">now<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">
  Sebastian Mullins, Head of Multi-Asset Australia at Schroders, shares how $1 million would be allocated in the market right now via GROW. 
</div>

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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Schroder Real Return Active ETF</div>
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            Followed by<span class="font-bold text-gray-700"> 15 </span>people
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  data-load-engagement-count-target="follow"
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          <div class="sm:flex-grow">
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              Which ASX commodities (and stocks) provide the best bang for your buck?
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  We take a look inside the Australian mining sector, including a handful of stocks and an ETF.
</div>

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      +5
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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>Global Private Credit Sector – 3 minute <span class="whitespace-nowrap">Recap<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">
  As the CEO of Pengana Credit, I lead our investments primarily in mid-market corporates and lenders in the US and Europe. In this short video, I&#39;ll recap the evolving...
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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 key reasons why this asset class could perform well in your <span class="whitespace-nowrap">portfolio<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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  As the CEO of Pengana Credit, I&#39;m excited to discuss the outlook for global private credit over the next six months, particularly focusing on the impact of the macro...
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              ASX 200 to rise, S&amp;P 500 hits record close ahead of Fed decision + Oil gains momentum
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              The BoJ ends negative interest rates
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  The BoJ has moved from marginally negative to marginally positive interest rates.  
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