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          <time datetime="2024-07-31T13:49:19+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">July 31, 2024 13:49</time>
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              Two global technology companies that use AI, but don’t have an “AI” premium
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  We are in an unusual point in history in financial markets, where money continues to flow into only a handful of companies in the US market and globally, equity flows...
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              The AI Phenomenon: Lessons in risk management and investor psychology
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  While NVIDIA has captured the spotlight, it&#39;s crucial to recognise that the AI revolution extends far beyond a single company.
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  This shareholder yield strategy is set to thrive as the Great Rotation takes hold, explains Epoch Investment Partners&#39; Kera Van Valen
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              Top performing funds: This income fund returned 13.7% in FY24 to be one of Australia&#39;s best
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  It has a $2 trillion global market. But all anyone wants to know is whether its growth can continue.
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              July 2024 Podcasts: Is AI a bust after all?
            </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.
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        Livewire Markets
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              Where this $150 billion manager is finding the best opportunities right now
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  MLC Asset Management recently toured the east coast of Australia to share market views and asset allocations. Here are the highlights. 
</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>Are these stocks the ultimate &quot;deep value&quot; <span class="whitespace-nowrap">opportunity?<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">
  It&#39;s been written off by a lot of investors, but China may present a fantastic opportunity hiding in plain sight.
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              Big value in small caps
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  The big question for small caps is how far does this rotation trade have to run?
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        Topdown Charts
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          <time datetime="2024-07-30T16:30:01+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">July 30, 2024 16:30</time>
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              Media worth consuming – July 2024
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  Interesting and under the radar media on finance, economics, politics and society
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        Narrow Road Capital
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              805 days down (and counting)
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  With interest rate hikes starting to bite, just how resilient will Australia’s economy prove to be?
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        Yarra Capital Management
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              4 reasons why income investors should look to stocks and bonds (not cash)
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Plus, a look into where we are finding opportunities across global markets with this mission in mind.
</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>Christopher Joye: How investors can prepare ahead of a second &quot;humiliating&quot; RBA rate hiking <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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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  The Coolabah Capital Investments Co-Founder and CIO also tells us why he thinks the RBA will be &quot;humiliated&quot; into more rate hikes.
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              Goldman and Macquarie&#39;s predictions for the August reporting season
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  The brokers have quashed hopes of a positive reporting season, although it&#39;s not all doom and gloom when it comes to the year ahead. 
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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>From resilient retailers to struggling brands - A consumer sector deep <span class="whitespace-nowrap">dive<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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  We are in the midst of a highly complex consumer environment, with the market bracing for losses due to spending that’s been suppressed by inflation and interest...
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  There has been no lack of financial media coverage of private credit in recent times, which makes it timely for us to join the conversation and offer our thoughts on...
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              Lessons learned: The one that got away
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  Mindset is an important enabler in being open to learning from mistakes. This wire highlights lessons learned from a mistake of mine.
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        Blackwattle Investment Partners
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              Income is back - and credit gives you the best seat in the house
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Spreading your fixed income risk across bonds and credit is an optimal approach, according to Ares Australia Management’s Teiki Benveniste. 
</div>

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