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          <time datetime="2024-06-07T13:36:44+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 07, 2024 13:36</time>
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              Can anything stop the credit train?
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  The factors that have supported a strong US and Australia credit market are unlikely to continue
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        Franklin Templeton
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            <a class="pre-header-sm lg:pre-header-md uppercase text-primary hover:underline" href="/signal-or-noise">Signal or Noise</a>

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          <time datetime="2024-06-07T11:45:19+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 07, 2024 11:45</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>3 investors nominate their favourite income asset pick for the next 5 <span class="whitespace-nowrap">years<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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  Signal or Noise presents its Income Investing edition sneak peek!
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              Nuclear energy trends in the US are bullish for uranium – Citi
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  Citi believes there are several short and long term reasons to remain “tactically bullish” on uranium - and for a massive target prediction!
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              Different ways to 2%
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  Central banks will likely maintain a 2% inflation target in the coming years.
</div>

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        BNP Paribas Asset Management
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              How can global investors benefit from demographic change?
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Demographic change is reshaping the global population - especially in developed countries - as birth rates fall and populations age. This is bringing shifts in the...
</div>

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      <div>
        Pengana Capital Group.
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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%] ">
              5 pharma &amp; biotech stocks on the move in May
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  There were some strong moves in the Pharma and Biotech sector in May, with the share prices of 33 companies in the coverage universe rising by 10% or more. Below we...
</div>

          </div>
</a>      </div>
        <div class="pt-4 pb-4 sm:hidden">
          <div class="flex gap-2">
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Botanix Pharmaceuticals Ltd</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:BOT</div>
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  <div>
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</a>    <div class="px-4 mt-0.5">
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            Followed by<span class="font-bold text-gray-700"> 95 </span>people
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          <div 
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  </div>
</div>

    <div data-controller="tooltip">
  <a aria-label="CYP" data-controller="event" data-event-name-value="link_click" data-event-id-value="59861" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-cyp">
    <div
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>
  <div class="flex items-center gap-2">
    <span class="text-bold-md">CYP</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>
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Cynata Therapeutics Ltd</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:CYP</div>
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</a>    <div class="px-4 mt-0.5">
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        <div class="flex-grow text-darkestgray text-bold-sm" id="followed-count-stock_code-587">
            Followed by<span class="font-bold text-gray-700"> 24 </span>people
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      +2
</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="BOT" data-controller="event" data-event-name-value="link_click" data-event-id-value="59861" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-bot">
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</a>  <div class="hidden" data-tooltip-target="content">
    <div class="w-80 rounded-md overflow-hidden shadow-horver-card border border-light">
  <div>
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      <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 ">Botanix Pharmaceuticals Ltd</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:BOT</div>
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      <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-363">
            Followed by<span class="font-bold text-gray-700"> 99 </span>people
        </div>
          <div 
  class="follow-stock-code-363-stock-code-tooltip-hovercard"
  data-load-engagement-count-target="follow"
  data-followable-type="stock_code"
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    <div class="h-0 w-full flex justify-center">
      <div class="border-6 border-tooltipDownArrowLight"></div>
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</div>

    <div data-controller="tooltip">
  <a aria-label="CU6" data-controller="event" data-event-name-value="link_click" data-event-id-value="59861" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-cu6">
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>
  <div class="flex items-center gap-2">
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</a>  <div class="hidden" data-tooltip-target="content">
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  <div>
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Clarity Pharmaceuticals Ltd</div>
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          <div 
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  </div>
</div>

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      <div class="border-6 border-tooltipDownArrowLight"></div>
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  </div>
</div>

    <div data-controller="tooltip">
  <a aria-label="CYP" data-controller="event" data-event-name-value="link_click" data-event-id-value="59861" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-cyp">
    <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="587" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-cyp">
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    <div data-controller="tooltip">
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    <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="613" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-dxb">
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  <div>
    <a data-controller="event" data-event-name-value="link_click" data-event-id-value="1247" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-mdr">
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Medadvisor Ltd</div>
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        Independent Investment Research 
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              Will Samsung’s worker strike impact investors?
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  Samsung Electronics, a cornerstone of the global tech industry, is on the brink of a historic event. For the first time since its founding in 1969(1), Samsung’s labour...
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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 to generate a 7% yield irrespective of interest rates, dividends, and the economic <span class="whitespace-nowrap">cycle<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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  And the importance of having multiple sources of return in a portfolio. 
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              A rate cut for the ECB today, but then what?
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  As widely expected, the European Central Bank (ECB) cut its key policy rates for the first time in five years. The interest rate on the main refinancing operations,...
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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 to access private equity returns with far less <span class="whitespace-nowrap">risk<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, Neuberger Berman&#39;s Gabriel Ng shares a strategy the firm has been exploiting recently. 
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              Access the world&#39;s most exciting opportunities (and 4 high conviction stock picks)
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  Fidelity International recently launched four new active ETFs focused on Australia, global SMID caps, Asia &amp; India - we summarise them here
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      +2
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        Livewire Markets
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          <time datetime="2024-06-07T08:39:27+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 07, 2024 08:39</time>
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              ASX 200 to rise, S&amp;P 500 flat, ECB cuts rates for first time since 2019
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              2 market-leading AI stocks yet to attract market-leading multiples
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  Despite being one of 2023’s best performing global stocks, up almost 240%, at the time of writing, Nvidia’s share price has continued to rise by around another 150%...
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              Rejuvenated Ausgold shows parallels with $1.7b Capricorn of four years ago
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  Instos see history repeating; Meteoric could change view of Brazilian rare earths; Canaccord tips silver explorer Mitre to triple.
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          <time datetime="2024-06-07T08:02:24+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 07, 2024 08:02</time>
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              To enjoy this stock market party, do you really have to dance near the door?
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  You can own mega cap growth stocks and sleep at night too.
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        <div class="flex-grow text-darkestgray text-bold-sm" id="followed-count-stock_code-1161">
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    <div data-controller="tooltip">
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  <div>
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        </div>
      </div>
</a>    <div class="px-4 mt-0.5">
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        <div class="flex-grow text-darkestgray text-bold-sm" id="followed-count-stock_code-1178">
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  <a aria-label="TAH" data-controller="event" data-event-name-value="link_click" data-event-id-value="59850" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-tah">
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  <div>
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</a>    <div class="px-4 mt-0.5">
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      +4
</a></div>

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  <div>
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</a>  <div class="hidden" data-tooltip-target="content">
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        Plato Investment Management
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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>All-time highs no bother for those playing in small and mid cap <span class="whitespace-nowrap">space<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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  With markets at all time highs, one might think there is little value to be found. That&#39;s not the case in SMID-caps according to Qiao Ma.
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              <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>Buy Hold Sell: 3 dividend darlings (and 2 <span class="whitespace-nowrap">traps)<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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            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  In this episode, Plato&#39;s Peter Gardner and Merlon&#39;s Andrew Fraser analyse the dogs and darlings of the ASX&#39;s income plays.  
</div>

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            Followed by<span class="font-bold text-gray-700"> 277 </span>people
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              Silver gets its time in the sun
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  Silver is one of the most overlooked investments in the world of commodities. Despite its many unique qualities, it often sits unwarrantedly in the shadow of its shiny...
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          <div class="sm:flex-grow">
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              Is it small caps&#39; time to shine?
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  There are compelling tailwinds driving global small cap stocks at the moment, which presents an opportunity for Australian investors
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      <div>
        Goldman Sachs Asset Management
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          <time datetime="2024-06-06T15:42:46+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 06, 2024 15:42</time>
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              5 key investment ideas within this essential asset class
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  The higher interest rate world combined with the expectation for rate cuts is creating the perfect environment for fixed income.
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        Fidelity International
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