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          <time datetime="2024-08-14T12:30:18+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 14, 2024 12:30</time>
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              Why you can&#39;t wait for rate cuts to start investing in REITs
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  After a slew of favourable economic data points, global central banks appear to be at the beginning of an interest rate easing cycle.
</div>

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        Quay Global Investors
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        <time datetime="2024-08-14T12:30:18+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 14, 2024 12:30</time>
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            <a class="pre-header-sm lg:pre-header-md uppercase text-primary hover:underline" href="/categories/equities">Equities</a>

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          <time datetime="2024-08-14T12:19:45+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 14, 2024 12:19</time>
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              The global equities funds that have consistently outperformed over the long term
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  These funds are the most-consistent at beating their benchmarks over the last five and 10 years in Australia.  
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              Fundies are selling stocks in droves. Here&#39;s where they are allocating instead
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  The markets may be shaken, but they&#39;re not stirred (yet), says Michael Hartnett of Bank of America.
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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%] ">
              9 ASX stocks currently have P/Es over 100. Are they &quot;expensive&quot;?
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  We take a look at how the members of the Centurion Club (stocks with 1-yr forward P/Es over 100) have performed over the past 12 months.
</div>

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        <div class="pt-4 pb-4 sm:hidden">
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">LIFE360 Inc</div>
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            Followed by<span class="font-bold text-gray-700"> 937 </span>people
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              QBE Insurance: A complex but promising 1H24 performance
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  We still believe QBE Insurance is well-positioned for long-term growth. 
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        Montgomery Investment Management
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          <time datetime="2024-08-14T07:48:02+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 14, 2024 07:48</time>
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              BioUrbanism: Redefining Sustainable Urban Land Development
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  Proactive environmental impact investments drive positive ecological outcomes and consistent, long-term financial returns. Find out more. 
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        Dragonly Enviro Capital
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              2 undervalued small and microcaps with structural growth opportunities
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  While small and microcap companies are more vulnerable to volatility and economic conditions, this also creates opportunities. Since August 2021, when central banks...
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        Tyndall AM
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              7 key charts for investors to keep an eye on - Where are they now?
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  The charts are inflation, global PMI, unemployment; profit growth, the gap between earnings yields &amp; bond yields, and the US Dollar.
</div>

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      <div>
        AMP
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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 now for copper? Macquarie reviews ASX copper stocks ratings and targets
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  The copper price has completely retraced its March-May rally. Major broker Macquarie considers what’s next for Dr Copper.
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              CSL bleeds $7 billion on FY24 result. Have investors overreacted?
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  Australia&#39;s biggest healthcare stock disappointed on guidance for FY25, sending its share price south.
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              A-REIT vs G-REIT - It’s a case of quality over quantity
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Summary: Despite greater diversification and a global set, Australian REITS “A-REITS” have historically outperformed their global peers “G-REITS”. There are many...
</div>

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        Pengana Capital Group
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          <div class="sm:flex-grow">
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              What these 6 ASX company earnings say about the state of the economy
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  Data doesn&#39;t always uncover the granular nuances of the economy. That&#39;s where company earnings can help.
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          <time datetime="2024-08-13T11:06:35+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 13, 2024 11:06</time>
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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%] ">
              REA, you’ve done it again.
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  For background information about this A1-quality company, I previewed REA Group’s (ASX:REA) latest results here, wrote about why I believe REA Group is one of...
</div>

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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">REA Group Ltd</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:REA</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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        Montgomery Investment Management
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</div>

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          <time datetime="2024-08-13T10:45:18+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 13, 2024 10:45</time>
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          <div class="sm:flex-grow">
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              5 ASX dividend stocks to weather what might be coming next
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  A handful of stock ideas that could prove useful should the weather turn nasty. 
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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%] ">
              Rising collectable debt underscores corporate financial stress
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Collectable debt owed to the Tax Office is rising in tandem with corporate insolvencies.
</div>

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        Coolabah Capital
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              Dark clouds ahead: The rising risk of a US recession
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Based on recent developments, we believe the likelihood of a recession occurring within the next 9 to 12 months is more likely than not.
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          <time datetime="2024-08-13T06:45:39+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 13, 2024 06:45</time>
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              Benefits of a blended retirement portfolio
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Discover the benefits of a blended retirement portfolio with insights from our latest Mercer report. Learn how integrating CPI-linked lifetime annuities can increase...
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          <time datetime="2024-08-12T17:11:00+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 12, 2024 17:11</time>
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              5 pharma and biotech stocks on the move in July
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  In this wire, we take a look at five ASX-listed pharma &amp; biotech companies whose share prices rallied in July.
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        Independent Investment Research 
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          <div class="__Wires_TolTagComponent_60455 w-36"></div>
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          <time datetime="2024-08-12T16:43:55+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 12, 2024 16:43</time>
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          <div class="sm:flex-grow">
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              Can this Aussie digital marketplace continue to successfully drive global sales?
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  This company has not only been the dominant local player, but has been rapidly expanding its global reach.
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</a>    <div class="px-4 mt-0.5">
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  <img
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        Livewire Markets
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        <time datetime="2024-08-12T16:43:55+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 12, 2024 16:43</time>
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          <time datetime="2024-08-12T15:14:33+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 12, 2024 15:14</time>
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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%] ">
              Magellan’s Nikki Thomas: Could markets see a return of the ‘Fed Put’?
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  Nikki Thomas, Portfolio Manager at Magellan shares her views on AI, investing in China and optimism about the US market.
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