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          <time datetime="2024-11-22T06:00:26+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 22, 2024 06:00</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>Bob Desmond: Be cautious of hot themes like AI (and 2 high quality stocks you should look at <span class="whitespace-nowrap">instead)<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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  Claremont Global&#39;s Bob Desmond shares why investors should be cautious of the hype around AI and focus on undervalued opportunities instead.
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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>If the uranium price has bottomed, these are the major uranium stocks and ETFs 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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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Uranium is rallying on the US election result and Russia’s export ban. If the low is in, these are the global &amp; ASX uranium stocks to watch.
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              Your alternative access to more than 1,000 ETFs and warrants for your portfolio
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  Find out all you need to know about Cboe - described by Australia President Emma Quinn as the ‘Taylor Swift’ of exchanges.
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        Livewire Markets
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              What does the US and China outlook mean for investors?
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  The US election and China&#39;s National Congress were important events. They will both matter for investors over the medium-term.
</div>

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        Ascalon Capital
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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>This asset class has been growing at 20% a year for the last 5 <span class="whitespace-nowrap">years<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">
  How has COVID and the steepest interest rate hiking cycle in decades impacted private equity? Find out in this episode of The Pitch.
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              Warren Buffett’s 25 biggest mistakes – 
and 4 lessons they teach
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  Unlike many investors, he admits and mostly corrects his errors. He discerns two types; knowing their differences can spare you much grief. 
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              What you need to know before you invest in an ETF
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  If you&#39;ve never dealt with an ETF before, it can be hard to know where to start. Here&#39;s the jargon to know about.
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              &quot;It&#39;s tricky&quot;: Why Morgan Stanley is holding firm to &quot;underweight&quot; ASX banks call in 2025
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  Its model portfolio may have underperformed the benchmark by 2.25%, but Morgan Stanley&#39;s sell-side team are holding firm to their call.
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</a></div>

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              A reluctant investor’s guide to understanding bitcoin
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  Many investors have, understandably, given Bitcoin a wide berth. Here&#39;s what you need to know as it gains in popularity. 
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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>Unlocking value beyond consensus in gold, energy &amp; consumer staples  | Michael <span class="whitespace-nowrap">Goldberg<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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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Hear Michael, Co-Founder of Collins St AM, explain how hands-on research &amp; real-world insights uncover hidden value in Aussie equities.
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              Reshaping modern warfare and its economics
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  The growing use of drones is transforming warfare. Though their use on the battlefield dates back as far as World War I, recent conflicts, along with technological...
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          <div class="sm:flex-grow">
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              In a concentrated world, these 2 asset classes can offer uncorrelated returns
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  The investment world has become hyper-concentrated, so where can investors turn for uncorrelated returns?
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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 investing mistakes you don&#39;t even know you are making (and how to overcome <span class="whitespace-nowrap">them)<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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  We all have biases, it&#39;s part of the human condition. But understanding and overcoming them could lead to better investment outcomes. 
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          <div class="sm:flex-grow">
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              ESG investing is the purest form of capitalism
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  ESG integration exemplifies the profit motive at its finest.
</div>

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        Pella Funds Management
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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 the Russian ban on enriched uranium to the US the catalyst ASX uranium stocks need?
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  The uranium price is looking up after Trump’s big US election win, and following a new ban on Russian enriched uranium exports to the US.
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              18 stocks backed by a fund that returned 42% in 12 months
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Firetrail&#39;s Australian Small Companies Fund has shot the lights out over the past 12 months. Here, they reveal the stocks they are backing. 
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              Aussies losing on term deposit as rates plunge
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  In the current environment, savers may find it challenging to generate high returns on term deposits
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              Why you shouldn&#39;t forget Government Bonds
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  When the RBA moves into its easing cycle, we see opportunities in government bonds for income seekers and those looking for capital growth.
</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%] ">
              <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>Why Anthony Aboud isn’t shorting the Big Four <span class="whitespace-nowrap">Banks<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">
  Perpetual&#39;s Anthony Aboud argues shorting decisions should be more than valuation based and shares the opportunities he&#39;s watching.
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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>Australia’s rate-cutting cycle will be shallow. Here&#39;s what it means for <span class="whitespace-nowrap">investors<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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  As the market shifts for fixed income, this is where Western Asset Management is investing.
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