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          <time datetime="2024-08-05T15:00:16+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 05, 2024 15:00</time>
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              Reporting Season Guide with analysis on 11 ASX 100 companies
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  We&#39;ve put together the quintessential reporting season guide as we head into one of the most important earnings seasons in recent memory.
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          <time datetime="2024-08-05T13:30:11+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 05, 2024 13:30</time>
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              The sector recovery that is just getting started and what to watch
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  Despite a bear market, this sector has seen innovation accelerate and its fortunes are about to change.
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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>From lab technician to biotech CEO: The story of Dimerix CEO and MD Nina <span class="whitespace-nowrap">Webster<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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  In this episode, Nina shares her background and what it taught her about the challenge of running a biotech firm.
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              This indicator predicted every US recession for 35 years and it’s flashing a major warning for stocks!
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  US stocks are tumbling and investors are trying to figure out what’s next for the ASX. This indicator may be a critical piece of the puzzle.
</div>

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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%] ">
              Risk is your friend - you should manage it, not avoid it: Part 1/2
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Why many investors confuse fear and risk, and what to do about it.
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        Koda Capital
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              Meeting the Sahm rule recession threshold supports a September Fed rate cut
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  The US unemployment rate has edged above most estimates of the NAIRU for the first time since 2021, supporting a Fed rate cut next month.  
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        Coolabah Capital
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          <time datetime="2024-08-05T07:38:15+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 05, 2024 07:38</time>
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              Hoping the Fed hasn&#39;t made a policy mistake
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  Today’s jobs report for July confirms that the labor market is slowing, all but ensuring a September rate cut. The 114,000 new jobs added last month missed consensus...
</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>50% of the ASX is banks and miners. Should you bet against 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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  Find out in this episode of Buy Hold Sell - featuring Henry Jennings from Marcus Today and James Gerrish from Market Matters. 
</div>

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              The allocators playbook for this credit cycle
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  How to use hedge fund allocations to navigate this credit cycle, profitably and safely
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        Antarctica Asset Management
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              Trending On Livewire: Weekend Edition - Saturday 3rd August
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  ASX Reporting Season begins with Rio Tinto and ResMed surging. The RBA may pause rate hikes after lower inflation. Fed hints at rate cuts.
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              The healthcare unicorn that is back on track and posting strong numbers
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  It&#39;s been a wild ride for ResMed over the past couple of years and while there might be further volatility, things are back on track
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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>Why private markets are fast becoming the new &quot;traditional asset <span class="whitespace-nowrap">class&quot;<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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  This asset class has tripled over the last 10 years to US$15 trillion... And there&#39;s no sign that will slow anytime soon.
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              Ways to hedge inflation
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  Long-term savings need to grow more than inflation to meet future liabilities or lifestyle choices. 
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        BNP Paribas Asset Management
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                <figcaption></figcaption>
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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%] ">
              Top performing funds: 3 of the top 5 global equities funds came from this manager (the best delivered 42.75%)
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Munro Partners enjoyed strong FY24 performance across multiple funds. We spoke to the team for their take on markets &amp; some stocks they like
</div>

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        <div class="pt-4 pb-4 sm:hidden">
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              GenAI – How sustainable is this US$1.3 trillion energy guzzling new tech?
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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 dawn for technological innovation ChatGPT has alerted the world to the transformative potential of Generative AI (GenAI), capturing global media attention and...
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        Fat Tail Investment Research
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          <time datetime="2024-08-02T10:45:13+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 02, 2024 10:45</time>
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              Why Australia&#39;s sharemarket is a sure bet over the long term
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  The ASX 200’s recent milestone climbing above 8,000 is impressive, but it is the last 30 years that should really be celebrated – every $10,000 invested in 1994 would...
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          <time datetime="2024-08-02T09:27:24+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 02, 2024 09:27</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>From international catastrophe to Catapult <span class="whitespace-nowrap">International<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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  A different long term perspective on Catapult International (ASX: CAT) 
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        East 72 Dynasty Trust
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    turbo-stream 
  "
  data-controller="event turbo-stream " data-event-name-value="like_clicked" data-event-view-name-value="" data-event-id-value="60383" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;position&quot;:4860,&quot;section&quot;:&quot;latest_feed&quot;}" data-event-ga-category-value="latest_feed" data-event-ga-action-value="like_clicked" data-event-ga-label-value="" data-turbo-stream-method-value="post"
  
  
  aria-label=home_like
  
  
  
>
  <svg class="home_like">
  <use xlink:href="#home_like"></use>
</svg>

  
  
  
</button>


</div>            <div class="flex items-center ml-1">
              <div id="comment-link-60383" data-load-engagement-count-target="comment" data-wire-id="60383" data-position="4860">
    <a
  class="lw-button tertiary_gray xs icon-only "
  href="/wires/from-international-catastrophe-to-catapult-international#comment_body"
  
  data-controller="
    event 
     
    
    
     
  "
  data-controller="event" data-event-name-value="wire_comment_click" data-event-view-name-value="" data-event-id-value="60383" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;position&quot;:4860,&quot;section&quot;:&quot;latest_feed&quot;}" data-event-ga-category-value="latest_feed" data-event-ga-action-value="wire_comment_click" data-event-ga-label-value=""
  
  
  aria-label=comment
  
  
  
>
  <svg class="home_comment">
  <use xlink:href="#home_comment"></use>
</svg>

  
  
  
</a>

</div>
            </div>
            <div id="wire-listing-stats-60383" data-load-engagement-count-style-value="listing" data-load-engagement-count-target="stats" data-wire-id="60383" data-position="4860" data-style="listing" data-device-type="desktop"></div>
          </div>
        </div>
      </div>
    </div>
    <div class="flex flex-row-reverse">
        <time datetime="2024-08-02T09:27:24+10:00" data-controller="datetime" class="hidden sm:block sm:flex-none order-1 w-36 uppercase pre-header-sm lg:pre-header-md text-darkgray">August 02, 2024 09:27</time>
    </div>
</div>


      </div>
    </div>
</div>

  </div>
</template></turbo-stream>
  <turbo-stream action="update" target="pagination"><template>
    <a rel="next" href="/hotwired/feeds/latest?cache_prefix=latest_wire&amp;cursor=2024-08-02+09%3A27%3A24+%2B1000&amp;last_position=4860"></a>
</template></turbo-stream>
