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          <time datetime="2024-11-28T06:00:17+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 28, 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: We are close to euphoria -  here&#39;s what that 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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  Claremont Global&#39;s Bob Desmond believes investors should be ready to take advantage of opportunities should a pullback occur. 
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              The US dollar is soaring – So which ASX stocks stand to benefit?
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Cyclical sectors like Materials (BHP, FMG and RIO) tend to suffer in a rising US dollar environment while defensives tend to outperform.
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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>What does a Trump presidency mean for sustainable <span class="whitespace-nowrap">investing?<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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  With geopolitical risks and deglobalisation increasing, investment opportunities are emerging beyond renewables and traditional green solutions. New technologies in...
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              The ASX-listed Biotech set to unlock significant value
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  This $60m ASX-listed biotech, with a cutting-edge pipeline of transformative therapies, stands at a key inflection point for value creation.
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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>One of Australia’s best stock pickers shares what’s at the heart of every great <span class="whitespace-nowrap">investment<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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  Glenmore Asset Management&#39;s Robert Gregory has outperformed over an extended period. Here, he shares some insights as to how.
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        Livewire Markets
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              Why we&#39;re continuing to add stocks and credit to portfolios in 2025
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  2025 should be another good year for risk assets: Moderate growth and disinflation support elevated valuations.
</div>

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      <div>
        Morgan Stanley Wealth Management
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  </div>
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          <time datetime="2024-11-27T07:15:07+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 27, 2024 07:15</time>
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  The United States has spoken. President Trump will return to the White House in the new year. But how can we cut through the noise to reveal the investment, economic...
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  Like Lego, the value of investment models is not in the individual pieces. It&#39;s the combination of the pieces that can create outperformance
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              Watch out for &quot;sharp but brief price drop&quot; in lithium, Macquarie
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  Lithium minerals markets have been dynamic over the past few weeks, with prices staging a modest rally. We check up on the key developments.
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</a></div>

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          <time datetime="2024-11-26T13:25:47+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 26, 2024 13:25</time>
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              J.P. Morgan is bullish on the next 10-15 years. Here’s where it sees the best opportunities
            </h2>
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  The highlights of J.P. Morgan&#39;s 2025 Long-Term Capital Market Assumptions 
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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%] ">
              The irony of factor investing
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  No free lunches in investing... Can your own behavioural risks inhibit you from being a successful factor investor?
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              Cuscal: Hiding in plain sight
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  We think we&#39;ve found an opportunity in the largest IPO of the year, trading on 10.5x core after tax earnings.
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        HD Capital Partners
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          <time datetime="2024-11-26T09:00:05+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 26, 2024 09:00</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>A new dawn for Payton <span class="whitespace-nowrap">Capital<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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  Payton Capital has been acquired by HMC Capital, opening up new capacity and opportunities for investors.
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              L1 Capital&#39;s Catalyst Fund: Reflections on activism and the art of persuasion
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  L1 Capital&#39;s James Hawkins recently conducted a webinar discussing the Catalyst Fund. Here we summarise the highlights of the session. 
</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 one thing investors should be paying most attention to in the next 12-24 <span class="whitespace-nowrap">months<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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  Plus, we examine the nuts and bolts of investing in this consequential asset class.
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          <div class="sm:flex-grow">
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              Multi-Asset 2025 Outlook: Will growth Trump inflation?
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  The incoming Trump administration’s pro-growth policies may be about to put the US Federal Reserve in a very tight spot.
</div>

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        Schroders
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          <time datetime="2024-11-25T13:19:51+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">November 25, 2024 13:19</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>Making a difference: The inspiring journey of Jennifer Westacott <span class="whitespace-nowrap">AO<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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  Our guest for this Ep is Jennifer Westacott AO &amp; what a conversation it is – an inspiring story of one of Australia’s leading women. 
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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 little-known asset class providing equity-like returns in uncertain <span class="whitespace-nowrap">times<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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  Apollo Global Management&#39;s Eric Hanno believes you don&#39;t necessarily need to take on extra risk for your returns.
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              My lessons from 25 years in markets
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  In a few weeks we’ll be a quarter through the current century. It’s a good moment to draw some conclusions. 25 years is a meaningful period for investors. It’s about...
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  data-controller="event" data-event-name-value="wire_comment_click" data-event-view-name-value="" data-event-id-value="61376" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;position&quot;:4060,&quot;section&quot;:&quot;latest_feed&quot;}" data-event-ga-category-value="latest_feed" data-event-ga-action-value="wire_comment_click" data-event-ga-label-value=""
  
  
  aria-label=comment
  
  
  
>
  <svg class="home_comment">
  <use xlink:href="#home_comment"></use>
</svg>

  
  
  
</a>

</div>
            </div>
            <div id="wire-listing-stats-61376" data-load-engagement-count-style-value="listing" data-load-engagement-count-target="stats" data-wire-id="61376" data-position="4060" data-style="listing" data-device-type="desktop"></div>
          </div>
        </div>
      </div>
    </div>
    <div class="flex flex-row-reverse">
        <time datetime="2024-11-25T10:29:41+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 25, 2024 10:29</time>
    </div>
</div>


      </div>
    </div>
</div>

  </div>
</template></turbo-stream>
  <turbo-stream action="update" target="pagination"><template>
    <a rel="next" href="/hotwired/feeds/latest?cache_prefix=latest_wire&amp;cursor=2024-11-25+10%3A29%3A41+%2B1100&amp;last_position=4060"></a>
</template></turbo-stream>
