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              Why now is the time to favour bonds over term deposits
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  TDs and bonds each have their place in a portfolio, however bonds have a healthy yield premium with minimal risk and greater flexibility. 
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        Income Asset Management
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            <a class="pre-header-sm lg:pre-header-md uppercase text-primary hover:underline" href="/buy-hold-sell">Buy Hold Sell</a>

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          <time datetime="2024-08-16T06:30:11+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 16, 2024 06:30</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>Buy Hold Sell: 5 oversold ASX <span class="whitespace-nowrap">stocks<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, Hayborough&#39;s Ben Rundle and Perpetual&#39;s Nathan Hughes search for value among some of the ASX&#39;s most oversold stocks.
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            Followed by<span class="font-bold text-gray-700"> 51 </span>people
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              This ASX giant has regained its most important market – But can it execute?
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  Treasury Wine Estates issued its first full-year result since China removed hefty tariffs on Australian wine imports.
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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>Australians have burnt through all their cash. Here&#39;s what it means for your <span class="whitespace-nowrap">investments<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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  The next episode of Signal or Noise is about all things consumer!
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              The Fed and the RBA part company on policy
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Improving inflation is consistent with the Fed cutting rates next month, while a hawkish-sounding RBA plans to keep rates on hold.  
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          <time datetime="2024-08-15T13:39:40+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 15, 2024 13:39</time>
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              Why Telstra is undervalued and set for solid growth
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  Telstra shares have hit a six-month high on the back of a solid FY24 result and narrowed FY25 guidance.
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              The 6 most interesting charts from the Commonwealth Bank result
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  For macro-minded investors, the CBA earnings chart pack always provides some interesting insights.
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              Bumps in the road
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  Volatility has reappeared in markets after a period of calm.
</div>

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        Drummond Capital Partners
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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%] ">
              Is high-yield debt the path to stability and income?
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  The private debt market is growing with investors noticing the relatively high returns &amp; lower volatility when compared to other assets.
</div>

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        Vado Private
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              Economists and forecasting: Why do we have different opinions?
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Despite looking at virtually the same sets of figures, economists often have different opinions about the outlook. 
</div>

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        AMP
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              Are you investing in the top-performing super funds in Australia?
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Many Australians are ambivalent about their super - but as one of your biggest investments outside of property, you should be watching it.
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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>Siding success story: The Parramatta Eels 2025 sponsor taking on the <span class="whitespace-nowrap">world<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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  The latest Firetrail Equity Edge Podcast has just landed. 
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          <time datetime="2024-08-15T09:18:20+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 15, 2024 09:18</time>
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              Tech stocks and business model brilliance
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  Working within the Platinum investment process means seeking to own a share of a company when it has attractive growth potential and when it&#39;s priced at a discount to...
</div>

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              Why understanding this little-known theory can help you make better investing decisions
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  Investors have become afraid of losing money. These are thorns. But you should look for the &#39;roses&#39; because loss aversion can be overcome.
</div>

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        VanEck 
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              Can the 10 biggest losers of the ASX 100 turn their fortunes around?
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Could the worst performers in the ASX100 simply be undervalued with better to come? I&#39;ll take a closer look in this wire.
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</a>    <div class="px-4 mt-0.5">
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    <div data-controller="tooltip">
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  <div class="flex items-center gap-2">
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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 ">Lendlease Group</div>
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</a>    <div class="px-4 mt-0.5">
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  </div>
</div>

    <div data-controller="tooltip">
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  <div>
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      +8
</a></div>

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    <div data-controller="tooltip">
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  <div>
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  <div class="flex items-center gap-2">
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    <div class="w-80 rounded-md overflow-hidden shadow-horver-card border border-light">
  <div>
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      +6
</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>The inside scoop on Commercial Real <span class="whitespace-nowrap">Estate<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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  Rising interest rates, construction costs, labour costs and hybrid working. It’s been a challenging environment for real estate over the last few years. Yet...
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        Fidante
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              If a timeline is long, it’s wrong
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  We see clear risks going forward and believe it is prudent to price them into valuations.  
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  <div>
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  <div>
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  <div>
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              Will the iron ore price crack $100 and trigger more pain for BHP, RIO, MinRes, and Fortescue?
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  Iron ore peaked at US$140/t in January but is now closing in on the psychological US$100/t support level. We investigate how low might go.
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  How could you justify buying a bank that&#39;s almost twice as expensive as its peers, with a market cap that&#39;s three times its balance sheet.
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              Feeder funds vs. direct investments in Australian commercial real estate private credit
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Australia’s commercial real estate market is a powerhouse, attracting investors seeking attractive returns and long-term growth.
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        Zagga Investments
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