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          <time datetime="2024-10-11T06:00:22+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 11, 2024 06:00</time>
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              Morgan Stanley: The range of possible outcomes for the oil market has rarely been as wide
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  We attempt to unpack the potential paths for the oil market in light of the conflict in the Middle East and longer-term considerations.
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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="2024-10-10T16:50:46+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 10, 2024 16:50</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%] ">
              Shaken not stirred: Income and quality sensible amidst uncertainty
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Following a long period of low yields and price destruction driven by the monetary tightening cycle, bonds have bounced back in 2024.
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        BNP Paribas Asset Management
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              ASX mining and energy stocks want more China stimulus, but when and how much is coming?
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  ASX mining stocks have been zooming after the announcement of major stimulus measures in China, but what, if any measures are still to come?
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              Why has corporate earnings growth become so concentrated?
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  Global share markets seem to be more concentrated as earnings growth has become scarce and focussed on a small group of mega corporations. These businesses have...
</div>

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        Pengana Capital Group.
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              Financial stability &amp; its potential bearing on eventual RBA rate cuts
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  The RBA is alert to the possibility that eventual rate cuts might spur risky borrowing by already-heavily-indebted households.  
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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>15 years of Forager and that 50 basis point US rate <span class="whitespace-nowrap">cut<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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  Approaching Forager&#39;s 15th birthday, Gareth Brown &amp; I dive into the 50bps rate cut in the US and its impact on small-cap stocks.
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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>Is obesity finally in decline? The &#39;miracle&#39; drugs and stocks to <span class="whitespace-nowrap">watch<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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  Obesity rates, once on a seemingly endless upward trajectory, have peaked and are now showing a decline. 
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        Plato Investment Management
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              How you can enhance your income when interest rates fall
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Rates globally have started falling and even locally, fixed income is starting to price in cuts. Where can investors look instead?
</div>

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        Livewire Markets
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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>Not enough quality on the ASX? Betashares can name 40 <span class="whitespace-nowrap">companies<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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            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  There’s a common myth that there isn’t enough quality on the ASX to track in an index. But is it true?  
</div>

          </div>
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Netwealth Group Ltd</div>
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            Followed by<span class="font-bold text-gray-700"> 113 </span>people
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Pro Medicus Ltd</div>
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      +1
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Betashares Australian Quality ETF</div>
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Netwealth Group Ltd</div>
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              Where JPMorgan finds value as the economy hits a crossroads
            </h2>
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  Even with recession odds at 35%, JPMorgan has shifted its bias from defensive to cyclical stocks.
</div>

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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%] ">
              Forget the white-knuckle ride, there’s plenty of opportunity beyond banks and miners
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Inefficiencies, distortions and why you need to look beyond the &quot;Mundane Seven&quot;
</div>

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  <div class="flex items-center gap-2">
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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">
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  <div class="flex items-center gap-2">
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">The Lottery Corporation Ltd</div>
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        Livewire Markets
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              How Mexico&#39;s new President could make investing in this asset class more attractive
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              Oil in the war zone
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  Oil: buy, hold or sell? 
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              The next generation of ETFs is already here
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  ETF 1.0 was the founding of the product in 1987. Now, we&#39;re at ETF 2.0 stage. 
</div>

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</span>    </div>
      <div>
        VanEck 
      </div>
  </div>
</div>

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          <time datetime="2024-10-09T13:29:27+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">October 09, 2024 13:29</time>
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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%] ">
              Harris vs Trump: Implications for investors and Australia
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  A Harris victory would mean more of the same, but a Trump victory could lead to uncertainty particularly around trade.
</div>

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  Tom Richardson, from Paradice Investment Management shares his views on Aussie small caps and China&#39;s recently announced stimulus package
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              Don&#39;t avoid quality &#39;growth&#39;
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  If the decade past has one message for Australian investors it is not investing in local Growth companies doesn&#39;t seem the smartest strategy
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          <div class="sm:flex-grow">
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              What’s in store for iron ore this November and December
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  The iron ore price dived and surged in just a few weeks, as did prices of ASX iron ore miners. What usually happens in the last quarter?
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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%] ">
              5 pharma &amp; biotech stocks on the move in September
            </h2>
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  The Pharma &amp; Biotech market had a relatively positive month with 41.5% of the coverage universe posting positive share price movements for the month of September. Over...
</div>

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        Independent Investment Research 
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        <time datetime="2024-10-09T11:05:34+11:00" data-controller="datetime" class="hidden sm:block sm:flex-none order-1 w-36 uppercase pre-header-sm lg:pre-header-md text-darkgray">October 09, 2024 11:05</time>
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</template></turbo-stream>
  <turbo-stream action="update" target="pagination"><template>
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</template></turbo-stream>
