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          <time datetime="2024-04-30T10:56:52+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 30, 2024 10:56</time>
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              Surprise, surprise – The global economy forges ahead
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  The first quarter of 2024 has surprised on the economic front. Instead of the anticipated slowdown, coupled with US outperformance ending, what we saw was global...
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        State Street Investment Management
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          <time datetime="2024-04-30T10:15:23+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 30, 2024 10:15</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>What to expect when you’re expecting 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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  CIO Dan Ivascyn discusses the benefits of locking in today’s elevated bond yields ahead of potential rates cuts around the globe.
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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>Are the best days for traditional portfolios behind <span class="whitespace-nowrap">us?<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">
  Shifting market dynamics have changed what works and what doesn’t. Here’s what you need to know.
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        Livewire Markets
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          <time datetime="2024-04-30T09:10:37+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 30, 2024 09:10</time>
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              Timing your swing
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  In September, we wrote a piece discussing some of the growing pains that have impacted clean energy in the last few years. (1) Despite what we believe are compelling...
</div>

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</span>    </div>
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        GMO
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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%] ">
              Where to from here for US small caps?
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  There is no denying they have been the ugly stepsister of share markets over the last 2-3 years. The chart above looks at U.S. listed companies&#39; performance broken...
</div>

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        Ophir Asset Management
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              ASX 200 to rise, Fed Meeting and Big Tech earnings in focus
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  Get up to date on overnight market activity and the big events for the day. 
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          <div class="sm:flex-grow">
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              April 2024 Podcasts
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Below is a summary of the topics we covered on Nucleus Investment Insights this month. See the links for more information.
</div>

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      <div>
        Nucleus Wealth
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          <time datetime="2024-04-30T07:45:05+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 30, 2024 07:45</time>
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              Two contrarian bargains in an expensive market
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  In aggregate, the US sharemarket looks expensive, but as bottom-up stockpickers Orbis can hunt through the market looking for value. In this extract from its March...
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              Why &quot;old cyclical&quot; stocks are worth watching
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Something new is underway in the &quot;Old Cyclical&quot; sectors -- big implications for global vs US stocks.
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              As global rates shift, opportunities arise for Australian investors
            </h2>
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  Against the backdrop of an evolving monetary policy landscape, Australian bonds present a compelling case for investment.
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        PIMCO
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          <div class="sm:flex-grow">
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              Do higher risk investments earn higher returns?
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  According to finance theory, stocks are correctly priced and investors must take more risk to earn higher returns. Is this true in practice?
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      <div>
        Aoris Investment Management
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              ASX 200 bounces as copper and uranium stocks soar, plus lithium&#39;s big day out
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  Lithium stocks which are to be watched closely as a key lithium contract in China surged over 5% ahead of the upcoming May Day holiday.
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      +8
</a></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>Timeless tactics: preparing your portfolio for market <span class="whitespace-nowrap">downturns<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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  data-load-engagement-count-target="follow"
  data-followable-type="stock_code"
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  data-options="{&quot;custom_data&quot;:{&quot;section&quot;:&quot;stock_code_tooltip&quot;},&quot;style&quot;:&quot;hovercard&quot;}"
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  </div>
</div>

    <div class="h-0 w-full flex justify-center">
      <div class="border-6 border-tooltipDownArrowLight"></div>
    </div>
  </div>
</div>

    <div data-controller="tooltip">
  <a aria-label="BRG" data-controller="event" data-event-name-value="link_click" data-event-id-value="59449" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-brg">
    <div
  class="lw-badge rounded-2xl  md"
  
  
>
  <div class="flex items-center gap-2">
    <span class="text-bold-md">BRG</span>
  </div>
</div>

</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="375" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-brg">
      <div class="p-4 flex group">
        <div class="flex flex-col">
          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Breville Group Ltd</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:BRG</div>
        </div>
      </div>
</a>    <div class="px-4 mt-0.5">
      <div class="flex items-center py-4 border-t border-light">
        <div class="flex-grow text-darkestgray text-bold-sm" id="followed-count-stock_code-375">
            Followed by<span class="font-bold text-gray-700"> 116 </span>people
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          <div 
  class="follow-stock-code-375-stock-code-tooltip-hovercard"
  data-load-engagement-count-target="follow"
  data-followable-type="stock_code"
  data-followable-id="375"
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      </div>
    </div>
  </div>
</div>

    <div class="h-0 w-full flex justify-center">
      <div class="border-6 border-tooltipDownArrowLight"></div>
    </div>
  </div>
</div>

    <div data-controller="tooltip">
  <a aria-label="CAR" data-controller="event" data-event-name-value="link_click" data-event-id-value="59449" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-car">
    <div
  class="lw-badge rounded-2xl  md"
  
  
>
  <div class="flex items-center gap-2">
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</div>

</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="436" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-car">
      <div class="p-4 flex group">
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">CAR Group Ltd</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:CAR</div>
        </div>
      </div>
</a>    <div class="px-4 mt-0.5">
      <div class="flex items-center py-4 border-t border-light">
        <div class="flex-grow text-darkestgray text-bold-sm" id="followed-count-stock_code-436">
            Followed by<span class="font-bold text-gray-700"> 188 </span>people
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          <div 
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  data-load-engagement-count-target="follow"
  data-followable-type="stock_code"
  data-followable-id="436"
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      </div>
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  </div>
</div>

    <div class="h-0 w-full flex justify-center">
      <div class="border-6 border-tooltipDownArrowLight"></div>
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  </div>
</div>

    <a class="px-1 py-0.5 text-bold-md text-nav-item" data-controller="event" data-event-name-value="link_click" data-event-id-value="59449" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/wires/three-oversold-opportunities">
      +12
</a></div>

        </div>
        <div class="pt-4 pb-4 lg:pb-2 hidden sm:block">
          <div class="flex gap-2">
    <div data-controller="tooltip">
  <a aria-label="ALL" data-controller="event" data-event-name-value="link_click" data-event-id-value="59449" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-all">
    <div
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>
  <div class="flex items-center gap-2">
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</div>

</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="169" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-all">
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Aristocrat Leisure Ltd</div>
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</a>    <div class="px-4 mt-0.5">
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          <div 
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  data-load-engagement-count-target="follow"
  data-followable-type="stock_code"
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      </div>
    </div>
  </div>
</div>

    <div class="h-0 w-full flex justify-center">
      <div class="border-6 border-tooltipDownArrowLight"></div>
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  </div>
</div>

    <div data-controller="tooltip">
  <a aria-label="BRG" data-controller="event" data-event-name-value="link_click" data-event-id-value="59449" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-brg">
    <div
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>
  <div class="flex items-center gap-2">
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</div>

</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="375" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-brg">
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Breville Group 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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  data-load-engagement-count-target="follow"
  data-followable-type="stock_code"
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    <div class="h-0 w-full flex justify-center">
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</div>

    <div data-controller="tooltip">
  <a aria-label="CAR" data-controller="event" data-event-name-value="link_click" data-event-id-value="59449" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-car">
    <div
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>
  <div class="flex items-center gap-2">
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</div>

</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="436" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-car">
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">CAR Group Ltd</div>
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</a>    <div class="px-4 mt-0.5">
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          <div 
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      </div>
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  </div>
</div>

    <div class="h-0 w-full flex justify-center">
      <div class="border-6 border-tooltipDownArrowLight"></div>
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  </div>
</div>

    <div data-controller="tooltip">
  <a aria-label="CKF" data-controller="event" data-event-name-value="link_click" data-event-id-value="59449" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-ckf">
    <div
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>
  <div class="flex items-center gap-2">
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</div>

</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="516" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-ckf">
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Collins Foods 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">
        <div class="flex-grow text-darkestgray text-bold-sm" id="followed-count-stock_code-516">
            Followed by<span class="font-bold text-gray-700"> 86 </span>people
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          <div 
  class="follow-stock-code-516-stock-code-tooltip-hovercard"
  data-load-engagement-count-target="follow"
  data-followable-type="stock_code"
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      </div>
    </div>
  </div>
</div>

    <div class="h-0 w-full flex justify-center">
      <div class="border-6 border-tooltipDownArrowLight"></div>
    </div>
  </div>
</div>

    <div data-controller="tooltip">
  <a aria-label="HCW" data-controller="event" data-event-name-value="link_click" data-event-id-value="59449" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-hcw">
    <div
  class="lw-badge rounded-2xl  md"
  
  
>
  <div class="flex items-center gap-2">
    <span class="text-bold-md">HCW</span>
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</div>

</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="2909" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-hcw">
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Healthco Healthcare and Wellness REIT</div>
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</a>    <div class="px-4 mt-0.5">
      <div class="flex items-center py-4 border-t border-light">
        <div class="flex-grow text-darkestgray text-bold-sm" id="followed-count-stock_code-2909">
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      </div>
    </div>
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</div>

    <div class="h-0 w-full flex justify-center">
      <div class="border-6 border-tooltipDownArrowLight"></div>
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  </div>
</div>

    <a class="px-1 py-0.5 text-bold-md text-nav-item" data-controller="event" data-event-name-value="link_click" data-event-id-value="59449" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/wires/three-oversold-opportunities">
      +10
</a></div>

        </div>
      <div class="lg:flex lg:items-center clear-both">
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        Wilsons Advisory
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              Why this investor doesn&#39;t own NVIDIA (and what she owns instead)
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  The megacap tech stocks have dominated but Franklin Templeton&#39;s Francyne Mu prefers less cyclical names
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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 scenario the Fed and RBA fear the most is upon us: Stagflation!
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Inflation is heating up as economic growth is slowing. Should central banks hike rates to fight inflation or cut them to help the economy?
</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>Now is the time to look different from the <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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  While many investors remain positioned for more of the same – such as being overweight the US market and megacap tech shares – Orbis believes that what worked in the...
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        Orbis
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              Smile: There’s a new Super scam in town
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  A new industry has sprung up designed to separate young and vulnerable households from their superannuation savings.
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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 low volatility phenomenon (and what it means for your <span class="whitespace-nowrap">portfolios)<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, State Street Global Advisors&#39; Bruce Apted takes a deep dive into the behavioural finance phenomenon. 
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      <div>
        Livewire Markets
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</div>

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</div>

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  <turbo-stream action="update" target="pagination"><template>
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