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          <time datetime="2025-01-29T13:19:15+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">January 29, 2025 13:19</time>
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              The ASX sector tipped to be February reporting season&#39;s surprise story
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  A bull market in stocks will spill into strong results for fund managers, as investors wait to pounce on a rotation from banks to miners. 
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          <time datetime="2025-01-29T10:28:36+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">January 29, 2025 10:28</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>Why MA Financial is making its $3.7 billion portfolio available as an ASX-listed <span class="whitespace-nowrap">LIT<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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  Find out how the MA Financial team narrow down a $15 billion opportunity set to the few projects they&#39;ll take on.
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              A once-in-a-cycle healthcare real estate opportunity is available right now
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Real Asset Management&#39;s Matthew Strotton is bullish on this often overlooked area of healthcare real estate investing.
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          <time datetime="2025-01-29T06:00:27+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">January 29, 2025 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>3 ASX stocks that highlight how active investing delivers <span class="whitespace-nowrap">outperformance<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">
  Centennial Asset Management&#39;s Matt Kidman says an &#39;active&#39; investment strategy will continue to beat the market.  
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        Centennial Asset Management
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              The rules of this $40 billion game have changed. Here&#39;s what it means for you
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Fixed income investors would be wise to start planning for the end of the AT1 hybrid market in Australia.
</div>

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        Yarra Capital Management
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              DeepSeekAI: What is it and why is it a threat to the current AI Goliaths?
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  DeepseekAI claims to have built its latest AI models for just $6 million, so do we need Nvidia&#39;s expensive chips?
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              Nvidia&#39;s value crashes by $942 billion thanks to DeepSeek. Is your portfolio too exposed to the tech trade?
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  In this analysis piece, we examine whether DeepSeek&#39;s news is a blip or a game-changer for the ultra-bull market in mega-cap tech.
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              Has China just burst an AI bubble?
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  Even a minor disturbance to the narrative can lead to dramatic consequences.
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      <div>
        Montgomery Investment Management
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              Why is the U.S. “middle market” important?
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  In this piece, we highlight this important component of the U.S. economy and its relevance to the U.S. investment landscape.
</div>

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        Ares Wealth Management Solutions
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  This sell-off has reminded investors of the risks of investing in semiconductor companies and over-inflating valuations.
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        Profeta Investments
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              Some DeepSeek thoughts
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  Markets have been on a tear for a while and are probably due a pullback. But, DeepSeek doesn’t seem to be an AI boom-ending event. 
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  Investors dumped their tech stocks overnight, with Nvidia down a staggering ~US$500 billion in market cap. Are local tech names in trouble?
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              3 ASX small caps well positioned for 2025
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  The gap between large-cap and small-cap equities remains wide. Here we share three names we believe can help close the gap. 
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              &quot;Nvidia&#39;s still a buy&quot;: As China&#39;s ChatGPT moment rattles tech sector
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  Investors are scrambling to assess whether China&#39;s DeepSeek kills demand for Nvidia&#39;s GPUs and the AI stock bull market. 
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  Rudi Filapek-Vandyck, Michael Wayne, and Henry Jennings each boldly nominate the one ASX stock they believe will hit $500 first.
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    <div data-controller="tooltip">
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  <div>
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</a>    <div class="px-4 mt-0.5">
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  <div>
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</a></div>

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              How patience paid off for this company&#39;s ever-growing earnings moat
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  This elegantly simple app allows customers to easily exchange money at a fraction of the cost relative to traditional banks.
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              Trending On Livewire: Weekend Edition - Saturday 25th January
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  Markets rally as US hits records and ASX nears highs. Livewire’s 2025 Outlook covers growth stocks, ETFs, and income strategies.
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          <time datetime="2025-01-24T21:49:41+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">January 24, 2025 21:49</time>
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              Why free trade matters
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  The Anglo-Saxon world used to be about the virtues of free trade and the horrors of mercantilism. Do we matter? No. Europe and Asia matter.
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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%] ">
              Our 2025 investment outlook – big themes for the year ahead
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Opportunities emerge as China shifts gears, banks face valuation pressure, and real asset M&amp;A heats up amid an indexing frenzy
</div>

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        Firetrail Investments
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              2 ideas in 200 words #2
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  2 compelling investment ideas to take away and research
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</a>    </div>
  <div id="profile-link" class="text-heavy-sm md:text-heavy-md text-darkestgray">
    <div>
        <span class="profile-name-hover-container" data-controller="event tooltip" data-event-name-value="contributor_hover_view" data-event-id-value="3081" data-event-statisticable-value="profile" data-event-custom-data-value="{}" data-event-event-value="mouseover" data-tooltip-url-value="/hotwired/hovercards/3081/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="3081" data-event-statisticable-value="profile" data-event-custom-data-value="{&quot;position&quot;:3740,&quot;section&quot;:&quot;latest_feed&quot;}" data-event-ga-category-value="Homepage Latest Feed" data-event-ga-action-value="link_click" href="/contributors/romano-sala-tenna">Romano  Sala Tenna</a>
</span>    </div>
      <div>
        Katana Asset Management
      </div>
  </div>
</div>

        </div>
        <div class="hidden lg:block lg:mt-4 mx-4 w-1 h-4 border-l border-gray-300"></div>
        <div class="mt-4 flex items-center text-heavy-sm md:text-heavy-md text-darkestgray">
          <div class="flex items-center mr-4">
            <div id="wire-listing-like-61748" data-load-engagement-count-target="like" data-wire-id="61748" data-position="3740">
                <button
  class="lw-button tertiary_gray xs icon-only "
  
  data-turbo-stream-url-value="/hotwired/likes/61748/wire/3740/like"
  data-controller="
    event 
     
    
    
    turbo-stream 
  "
  data-controller="event turbo-stream " data-event-name-value="like_clicked" data-event-view-name-value="" data-event-id-value="61748" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;position&quot;:3740,&quot;section&quot;:&quot;latest_feed&quot;}" data-event-ga-category-value="latest_feed" data-event-ga-action-value="like_clicked" data-event-ga-label-value="" data-turbo-stream-method-value="post"
  
  
  aria-label=home_like
  
  
  
>
  <svg class="home_like">
  <use xlink:href="#home_like"></use>
</svg>

  
  
  
</button>


</div>            <div class="flex items-center ml-1">
              <div id="comment-link-61748" data-load-engagement-count-target="comment" data-wire-id="61748" data-position="3740">
    <a
  class="lw-button tertiary_gray xs icon-only "
  href="/wires/2-ideas-in-200-words-2#comment_body"
  
  data-controller="
    event 
     
    
    
     
  "
  data-controller="event" data-event-name-value="wire_comment_click" data-event-view-name-value="" data-event-id-value="61748" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;position&quot;:3740,&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-61748" data-load-engagement-count-style-value="listing" data-load-engagement-count-target="stats" data-wire-id="61748" data-position="3740" data-style="listing" data-device-type="desktop"></div>
          </div>
        </div>
      </div>
    </div>
    <div class="flex flex-row-reverse">
        <time datetime="2025-01-24T14:20:04+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">January 24, 2025 14:20</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=2025-01-24+14%3A20%3A04+%2B1100&amp;last_position=3740"></a>
</template></turbo-stream>
