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              Implications of a changing world
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Markets face headwinds from geopolitics, protectionism, deficits, and demographics, but AI is one of several causes for optimism
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        Drummond Capital Partners
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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>Investing in companies with a competitive edge. Part 5: Rivalry among existing <span class="whitespace-nowrap">companies<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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  In the final installment of Harding Loevners Porter&#39;s Five Forces series, Director of Research Yoko Sakai looks at the rivalry and competition between existing...
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              Why not get exposure to one of the two certainties in life?
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  Despite InvoCare being delisted, we believe the remaining funeral business on the ASX is a better company that offers more value.
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              A 10-bagger battery metals play (and how this fundie found it)
            </h2>
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  Emanuel Datt explores an unloved biopharma company, a manganese miner and a rare earths explorer that grew into a $1bn market cap producer.
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        Livewire Markets
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              Interest rate expectations have changed - we explain why
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  Are there implications from lingering inflationary impulses?
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        Auscap Asset Management
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              ASX 200 to open higher, S&amp;P 500 and Nasdaq fall for a fourth straight day
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Get up to date on overnight market activity and the big events for the day. 
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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 return potential in this asset class is beginning to ramp <span class="whitespace-nowrap">up<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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  After a brutal, once-in-a-century pandemic, a combination of factors is creating a strong environment for this asset class.
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              Why every fixed income portfolio needs a FI-RV allocation
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Fixed Income alternatives: relying on ‘long only’ credit allocations hasn’t paid off in recent years
</div>

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        Antarctica 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%] ">
              ASX 200 dips as AusGov shells out for small critical minerals stocks, Gina for Lynas, gold shines
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Aussie shares dipped into the red by the close but there were several bright spots including critical minerals and gold stocks.
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      +8
</a></div>

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    <div data-controller="tooltip">
  <a aria-label="AGL" data-controller="event" data-event-name-value="link_click" data-event-id-value="59339" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-agl">
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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>Investing in companies with a competitive edge. Part 4: The threat of new <span class="whitespace-nowrap">entrants<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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  In this episode of Harding Loevner&#39;s five-part Porter Forces video series, Co-Deputy Director of Research David Glickman discusses the threat of new entrants with a...
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            </div>
          <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%] ">
              Why invest in ASX tech stocks?
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  The strong performance of the Nasdaq-100 Index underlines an important lesson. The technology companies can produce big winners. In fact, the tech sector has produced...
</div>

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      +3
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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 investment that benefits from economic volatility and a unique <span class="whitespace-nowrap">proposition<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">
  Private credit is a growing universe in Australia, but Keyview do something deliberately different to stand out.
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              Investing in the next generation of infrastructure helps close the connectivity gap
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  Digital demand Digital services and the internet are essential infrastructure in today’s world. They play a crucial role in our daily lives, supporting education,...
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        Palisade Impact
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          <time datetime="2024-04-17T14:03:17+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 17, 2024 14:03</time>
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              Expensive or opportunity?
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  Heightened volatility always triggers profit taking and cash moving to the sidelines. Investors should consider not all stocks are equal
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              No cut for you! RBA cut expectations pushed to 2025 (for the first time ever!)
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Federal Reserve Chairman Jerome Powell has become more hawkish on interest rates and this could have dire consequences for the stock market.
</div>

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        Livewire Markets
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              The 10 biggest losers on the ASX100: Fallen angels or cheap for a reason?
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  Could a company that has lost close to 50% in the last year be cheap or a dog? In this wire, we&#39;ll look at the 10 biggest ASX 100 losers.
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              Barbie dolls and drilling rigs: it&#39;s the same idea!
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              Beyond Beta: How to use alternatives to replace public equity
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  Secular changes affecting public equity markets and a surge in inflation have accentuated some of the vulnerabilities of public equities as an asset class. Public...
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              Progress in reducing NZ underlying inflation stalled in Q1, likely frustrating the RBNZ
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  NZ inflation showed a continued striking contrast between weak goods prices and persistent services inflation.  
</div>

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        Coolabah Capital
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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>What will happen if rates stay at these <span class="whitespace-nowrap">levels?<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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  In this episode of The Pitch, Wilsons Advisory&#39;s David Cassidy outlines his expectations for inflation and rates for the months to come. 
</div>

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