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          <time datetime="2024-09-19T09:52:40+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">September 19, 2024 09:52</time>
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              How financial advisers build the portfolio of your dreams
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  Ever wondered what it takes for the professionals to build portfolios for clients? Wonder no more.
</div>

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        Livewire Markets
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            <a class="pre-header-sm lg:pre-header-md uppercase text-primary hover:underline" href="/categories/macro">Macro</a>

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          <time datetime="2024-09-19T09:05:26+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">September 19, 2024 09:05</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%] ">
              A historically confusing 50bps cut
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  In one of the most highly debated Fed decisions in recent history, the Federal Open Market Committee today decided to kick start its rate-cutting cycle with an...
</div>

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        Principal Asset 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>The infrastructure stock with better earnings growth potential than <span class="whitespace-nowrap">Transurban<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">
  Where Resolution Capital&#39;s Sarah Lau is seeing high-quality, attractively valued investments.
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              A fundamental change to the economics of AI?
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  Just a quick post as I&#39;m musing the consequences of what could be a fundamental shift in AI.
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      <div>
        Nucleus Wealth
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              ASX hybrids appear expensive post proposed APRA change
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  A proposal from Australia&#39;s financial regulator is already having effects on the Australian bond market.
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        VanEck 
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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 overcrowded small caps (and a viable <span class="whitespace-nowrap">alternative)<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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  Quality Aussie small caps are traditionally a crowded space to play in.
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              Nvidia, CSL, and the 26 other stocks the experts loved at Livewire Live 2024
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  The list of the stocks the experts favoured for coming years and in a range of themes.
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              8 stocks Macquarie believes could outperform when the RBA cuts
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  Plus, analysts outline the asset classes that have typically outperformed and underperformed in a fresh easing cycle. 
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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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    <div data-controller="tooltip">
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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 ">CSL Ltd</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-575">
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  </div>
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    <div data-controller="tooltip">
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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 ">James Hardie Industries Plc</div>
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      +5
</a></div>

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        <div class="pt-4 pb-4 lg:pb-2 hidden sm:block">
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    <div data-controller="tooltip">
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">James Hardie Industries Plc</div>
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  <div>
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      +3
</a></div>

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              The good, the bad and the ugly stocks of the ASX
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  From soaring tech stocks to contrarian picks in beaten-down sectors, the  equities panel captured a full spectrum of opportunities.
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              Soul Patts: The strategy behind the ASX’s next Dividend Aristocrat
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              Why lower interest rates rule
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  The path to lower interest rates is clear - at least in market pricing terms.
</div>

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      <div>
        BNP Paribas Asset 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>5 shocking predictions for 2025 and <span class="whitespace-nowrap">beyond<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">
  Sometimes, investing success comes down to contrarian thinking. 
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              5 investment themes attracting this $1 trillion firm&#39;s attention
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Plus, exclusive insights into the valuation gap between public investments and private investments from a leading investor.
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              Your portfolio may not be as well diversified as you think – Part 2/2
            </h2>
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  But good news - it&#39;s not that hard to fix.
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              Citi is &quot;very bullish&quot; on silver, these are the ASX silver stocks to watch
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  Citi has just released a report outlining reasons for being “high conviction” bullish on silver. We look at several key ASX silver shares.
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          <time datetime="2024-09-17T07:15:16+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">September 17, 2024 07:15</time>
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              A new way to invest in commercial real estate
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  Metrics Credit Partners, a leading Australian alternative asset manager with approximately $20 billion of private debt and equity investments, has launched an initial...
</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%] ">
              Gold is trading at record levels: These are Macquarie&#39;s top ASX gold picks
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Gold is running hot, scoring two consecutive all-time highs last week and trading above US$2,550 for the first time on record.
</div>

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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Capricorn Metals Ltd</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:CMM</div>
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Evolution Mining Ltd</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:EVN</div>
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      </div>
</a>    <div class="px-4 mt-0.5">
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            Followed by<span class="font-bold text-gray-700"> 292 </span>people
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Newmont Corporation</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:NEM</div>
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            Followed by<span class="font-bold text-gray-700"> 54 </span>people
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      +5
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        <div class="flex flex-col">
          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Capricorn Metals Ltd</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:CMM</div>
        </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-419">
            Followed by<span class="font-bold text-gray-700"> 78 </span>people
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Evolution Mining Ltd</div>
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Newmont Corporation</div>
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  data-load-engagement-count-target="follow"
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Perseus Mining Ltd</div>
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      +3
</a></div>

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        Livewire Markets
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