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          <time datetime="2025-04-04T09:46:39+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 04, 2025 09:46</time>
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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 tariffs vs Market expectation
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  What is the announcement, and how does it compare to market expectations? President Trump announced that he would apply a minimum 10% tariff on all exporters to the...
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        Principal Asset Management
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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="2025-04-04T09:26:46+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 04, 2025 09:26</time>
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              Beyond 60/40: Private assets in an era of high public valuations
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  A combination of elevated public stock and bond valuations, recalcitrant inflation, and higher-for-longer interest rates could be creating new challenges for 60/40...
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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 income fund weathered the Enron collapse - now it&#39;s available as an <span class="whitespace-nowrap">ETF<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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  Now in ETF form, the underlying strategy from Janus Henderson has survived and prospered for 30 years. Find out more in this Fund in Focus. 
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          <time datetime="2025-04-04T09:01:02+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 04, 2025 09:01</time>
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              Goyder and the MI6 spooks spy a classic brownfields gold exploration opportunity
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  With its $220m raise done, Minerals 260 will hit the boards next week; Saturn’s plan to run rings around the opposition at Gather Round.
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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 we now expect four more RBA rate cuts this year
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  If the RBA were uncertain on Tuesday, then their heads must surely be spinning after Liberation Day.
</div>

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        Yarra Capital Management
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        Fat Tail Investment Research
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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: 3 ASX small and mid-cap recovery plays (and 2 names to <span class="whitespace-nowrap">avoid)<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">
  From the ashes of a market correction come 10-bagger opportunities. Two experts scan 3 rebound picks, and 2 to steer clear of.
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          <div class="sm:flex-grow">
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              Managing private credit through geo-political uncertainty
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Volatility created by heightened geo-political risk requires more proactive management of global credit exposures to optimise outcomes.
</div>

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              Aggressive US tariffs pressure China for a forceful response
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  To date, the Trump administration has raised the US tariff on Chinese imports from  about 22% to 76%.  
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      <div>
        Coolabah Capital
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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%] ">
              Tariffs, trade, and tumbling markets: What it means for investors
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Liberation day has dampened any positive expectations about the near-term future. Risk markets have gapped lower, with energy and risk-sensitive currencies also having...
</div>

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        Jamieson Coote Bonds
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              Weighing up &#39;Liberation Day&#39;
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  Trump’s tariff shock, AI doubts, and global divergence made Q1 brutal for US stocks. Diversification was the only real winner.
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        Fidelity International
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              Navigating the next 46 months of Trump
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  Donald Trump’s second term was expected to reignite the market strategy of his first – corporate tax cuts, deregulation, and a pro-business stance.(1) While Trump’s...
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        Global X ETFs
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              Building a better breed of hybrid
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  Is it possible for hybrid investors to do better than a synthetic of bank equity and debt? We believe so.  
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        Wilson Asset 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%] ">
              The ASX 200 is getting smashed, but is now the big opportunity you’ve been waiting for?
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  To buy or not to buy. That is the question. Fundamentals, technicals, and how historical moves played out. We’ve got you covered.
</div>

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</a>      </div>
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            Followed by<span class="font-bold text-gray-700"> 2377 </span>people
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Commonwealth Bank of Australia</div>
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            Followed by<span class="font-bold text-gray-700"> 1669 </span>people
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            Followed by<span class="font-bold text-gray-700"> 2377 </span>people
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">National Australia Bank Ltd</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>Bitcoin, ethereum – income through high-yield crypto contracts | Clint <span class="whitespace-nowrap">Maddock<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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  An income-focused fund in digital assets that applies a trading strategy originally developed for traditional fixed-income markets.
</div>

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        York Wealth Management
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              US tariffs point to a sharp US contraction &amp; global downturn
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  The latest US tariffs plus extreme policy uncertainty point to a sharp decline in US output and the risk of a synchronised global downturn  
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        Coolabah Capital
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              Liberation (or rather Retro) Day - some initial thoughts
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Every so often the US casts its mind back to the 1950s it seems (eg American Graffiti and Happy Days in the 1970s) and so it is again!
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              What the new US$3,000 era for gold means for investors
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  Gold smashed through the psychological $3,000 barrier in mid-March and hasn’t looked back. What’s fuelling its relentless momentum?
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              Tariffs: Making the U.S. Exceptional, but not in a good way
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  The tariffs that the U.S. is imposing on its trading partners will bring about several costs that are important for investors to understand. Some of those costs are...
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  <div id="profile-link" class="text-heavy-sm md:text-heavy-md text-darkestgray">
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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="124835" data-event-statisticable-value="profile" data-event-custom-data-value="{}" data-event-event-value="mouseover" data-tooltip-url-value="/hotwired/hovercards/124835/contributor">
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</span>    </div>
      <div>
        GMO
      </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">
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  aria-label=home_like
  
  
  
>
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</svg>

  
  
  
</button>


</div>            <div class="flex items-center ml-1">
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>
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</svg>

  
  
  
</a>

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    </div>
</div>


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

  </div>
</template></turbo-stream>
  <turbo-stream action="update" target="pagination"><template>
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</template></turbo-stream>
