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          <time datetime="2024-11-12T06:45:26+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 12, 2024 06:45</time>
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              Allocations to private markets are increasing
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  Since 2018, the private markets sector AUM has grown by almost 20% per annum, reaching $13.1tn as of 30 June 2023(1). In Australia, private markets continue to thrive...
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        Fidante
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          <time datetime="2024-11-12T06:23:04+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 12, 2024 06:23</time>
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              What a Trump presidency could mean for crypto
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  Crypto investors brace for a potential shift in U.S. policy and regulatory direction
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  While hindsight is 20/20, Nike&#39;s recent moves offer valuable lessons for consumer businesses and real estate investors alike.   
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        Quay Global Investors
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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: The best and worst investment ideas from 5 ASX <span class="whitespace-nowrap">sectors<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">
  If you love a stock pick, long or short, then this episode is for you. Don&#39;t miss it. 
</div>

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            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:360</div>
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</a>    <div class="px-4 mt-0.5">
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            Followed by<span class="font-bold text-gray-700"> 937 </span>people
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Audinate Group Ltd</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:AD8</div>
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            Followed by<span class="font-bold text-gray-700"> 1091 </span>people
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Aristocrat Leisure Ltd</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:ALL</div>
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      <div class="p-4 flex group">
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Audinate Group Ltd</div>
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Aristocrat Leisure Ltd</div>
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">BHP Group Ltd</div>
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Catapult Sports Ltd</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:CAT</div>
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              Decade of excellence: 10 years of outstanding performance for L1 Capital’s Long Short Fund
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  L1 Capital&#39;s Long Short Fund recently turned 10 years old. We sit down with Mark Landau and Raphael Lamm for their latest views on markets. 
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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>How to identify mispriced opportunities in 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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  …and where Western Asset Management’s Anthony Kirkham is investing.
</div>

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          <time datetime="2024-11-11T16:48:24+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 11, 2024 16:48</time>
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              November 2024 banks reporting scorecard
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  Marking the recently concluded banks Reporting Season
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Macquarie Group Ltd</div>
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">ANZ Group Holdings Ltd</div>
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              Lithium prices have bottomed: These are the highest rated ASX lithium stocks
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  Lithium prices are finally showing signs of bottoming out, so which ASX lithium stocks are most highly rated by Australia’s biggest brokers?
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              Trump, Taiwan, and the $10 trillion semiconductor threat
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  While potential Trump tariffs spark investor anxiety, a far more critical risk is unfolding in Asia. Are you prepared?
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            </div>
          <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%] ">
              Hares, beware: future-proofing credit
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  What do Warren Buffett, a timeless fable, and credit investing have in common? More than you may realise.
</div>

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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              Pharma &amp; biotech stocks on the move in October
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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 4 Pharma &amp; Biotech companies whose share prices rallied in October on the back of positive announcements.  
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        Independent Investment Research 
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            <a class="pre-header-sm lg:pre-header-md uppercase text-primary hover:underline" href="/categories/private-assets">Private Markets</a>

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          <time datetime="2024-11-11T09:49:53+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 11, 2024 09:49</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%] ">
              Why Hall of Famer Chris Cuffe is bullish on 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">
  There may not be industry-wide reporting just yet but transparency around returns and fees are finally coming through in private credit.
</div>

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        <span class="profile-name-hover-container" data-controller="event tooltip" data-event-name-value="contributor_hover_view" data-event-id-value="122664" data-event-statisticable-value="profile" data-event-custom-data-value="{}" data-event-event-value="mouseover" data-tooltip-url-value="/hotwired/hovercards/122664/contributor">
          <a class="hover:underline mr-1" data-controller="event" data-event-name-value="link_click" data-event-view-name-value="summarized_longform_wire_view" data-event-id-value="122664" data-event-statisticable-value="profile" data-event-custom-data-value="{&quot;position&quot;:4153,&quot;section&quot;:&quot;latest_feed&quot;}" data-event-ga-category-value="Homepage Latest Feed" data-event-ga-action-value="link_click" href="/contributors/hanslee">Hans Lee</a>
</span>    </div>
      <div>
        Livewire Markets
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  </div>
</div>

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        <time datetime="2024-11-11T09:49:53+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">November 11, 2024 09:49</time>
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            <a class="pre-header-sm lg:pre-header-md uppercase text-primary hover:underline" href="/categories/macro">Macro</a>

          <div class="__Wires_TolTagComponent_61271 w-36"></div>
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          <time datetime="2024-11-11T09:27:48+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 11, 2024 09:27</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%] ">
              Observations from across ‘the ditch’
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Whilst Zoom has made communicating with companies far more efficient, at NAOS we still believe that nothing beats a face-to-face meeting. 
</div>

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</a>      </div>
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  <div id="profile-link" class="text-heavy-sm md:text-heavy-md text-darkestgray">
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          <a class="hover:underline mr-1" data-controller="event" data-event-name-value="link_click" data-event-view-name-value="summarized_longform_wire_view" data-event-id-value="1578" data-event-statisticable-value="profile" data-event-custom-data-value="{&quot;position&quot;:4154,&quot;section&quot;:&quot;latest_feed&quot;}" data-event-ga-category-value="Homepage Latest Feed" data-event-ga-action-value="link_click" href="/contributors/robert-miller">Robert Miller</a>
</span>    </div>
      <div>
        NAOS
      </div>
  </div>
</div>

        </div>
        <div class="hidden lg:block lg:mt-4 mx-4 w-1 h-4 border-l border-gray-300"></div>
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    <div class="flex flex-row-reverse">
        <time datetime="2024-11-11T09:27:48+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">November 11, 2024 09:27</time>
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            <a class="pre-header-sm lg:pre-header-md uppercase text-primary hover:underline" href="/categories/investment-theme">Investment Theme</a>

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          <time datetime="2024-11-11T09:15:08+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 11, 2024 09:15</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%] ">
              Commercial real estate debt opportunities in Australia
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Australian investors have long favoured traditional assets, like stocks, bonds, and brick-and-mortar property.
</div>

          </div>
</a>      </div>
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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 nuclear renaissance is more than a Uranium trade
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  After taking a healthy breather over Q3 2024, the nuclear theme is rising once again as a top performer. This quarter, we continue to see an influx of news which...
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              How this healthcare stock exemplifies steady compounding
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  Despite pressure on consumer spending, consumers prioritise trusted brands for their health-related needs and Haleon is a beneficiary.
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              Uncovering the broader landscape of innovation
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  Innovation isn’t just a buzzword; it’s the lifeblood of growth, competitiveness, and sustainability across industries. Companies that consistently push boundaries –...
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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>Lazard: Follow the earnings growth <span class="whitespace-nowrap">breadcrumbs<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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  And why Lazard Asset Management&#39;s June-Yon Kim believes investors can expect improving earnings growth from Japanese companies.
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              US election places additional uncertainty on the Fed
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  The Fed’s November rate cut, though widely expected, sets a cautious tone as policymakers navigate a complex landscape under the upcoming Trump administration. With...
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