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          <time datetime="2025-05-15T10:16:46+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">May 15, 2025 10:16</time>
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              Tencent  - Quality franchise on discount valuations
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  As the market questions the return on investment on Artificial Intelligence capex - Tencent demonstrates the power of its digital eco-system
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          <time datetime="2025-05-15T10:07:35+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">May 15, 2025 10:07</time>
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              How investors should navigate Trump’s second term
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  With Trump driven news flow in 2025 already exceeding Biden’s entire four years of Presidency, it’s a useful time to step back and gain perspective on why these...
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        Wilson Asset Management
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              Is now the time to consider currency hedging?
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  The AUD/USD is hovering near crisis lows, but the economy is fine. What’s behind the drop, and is now the time to hedge?
</div>

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        Livewire Markets
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              50% upside hidden in this lab testing powerhouse: Eurofins Scientific
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Why Eurofins Scientific is currently among the largest positions in our Global Equity Fund
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              Warren Buffett’s remarkable investing life – in charts
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  As Berkshire Hathaway’s chairman gets set to retire, we look at his legacy and lessons.
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              Gold’s ascent fueled by risk and policy jitters
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  Structural forces suggest this rally may have legs, despite profit taking and the advancement of trade talks.
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        World Gold Council 
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              Why Centennial’s Matthew Kidman went to 50% cash – and what he’s buying now
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  Matthew Kidman, Co-Founder of Centennial Asset Management one of Future Generation Australia&#39;s (ASX: FGX) pro bono fund managers. 
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              Iron ore strength hiding in plain sight
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  It&#39;s the key price for the country...
</div>

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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%] ">
              How Trump’s about-face on tariffs means fewer RBA rate cuts ahead
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Shares are up, but expectations for rate cuts are down. How Trump’s about-face on tariffs just slashed RBA rate cut probabilities.
</div>

          </div>
</a>      </div>
        <div class="pt-4 pb-4 sm:hidden">
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  <div>
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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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  </div>
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    <a class="px-1 py-0.5 text-bold-md text-nav-item" data-controller="event" data-event-name-value="link_click" data-event-id-value="62643" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/wires/how-trump-s-about-face-on-tariffs-means-fewer-rba-rate-cuts-ahead">
      +8
</a></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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    <div class="h-0 w-full flex justify-center">
      <div class="border-6 border-tooltipDownArrowLight"></div>
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    <div data-controller="tooltip">
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  <div class="flex items-center gap-2">
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  <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="flex items-center py-4 border-t border-light">
        <div class="flex-grow text-darkestgray text-bold-sm" id="followed-count-stock_code-318">
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    <div class="h-0 w-full flex justify-center">
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    <div data-controller="tooltip">
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  <div class="flex items-center gap-2">
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</a>  <div class="hidden" data-tooltip-target="content">
    <div class="w-80 rounded-md overflow-hidden shadow-horver-card border border-light">
  <div>
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    <div class="w-80 rounded-md overflow-hidden shadow-horver-card border border-light">
  <div>
    <a data-controller="event" data-event-name-value="link_click" data-event-id-value="513" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-col">
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  <div>
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</a></div>

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              2 ideas in 200 words #5
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  2 Key Ideas from the recent Macquarie Australian Conference
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        Katana Asset Management
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              Tariffs, policy, and valuations
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Given US equities’ recent performance investors will be assessing what conditions are necessary to re-enter the market.
</div>

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        BNP Paribas Asset Management
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              Real estate values have bottomed and the market recovery is on
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  Today presents an important opportunity to rebuild allocations to core commercial real estate at what we believe is one of the best entry points for commercial real...
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        Ares Wealth Management Solutions
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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&#39;s $24 billion dollar fund manager giving retail investors an institutional <span class="whitespace-nowrap">edge<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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  Vinva analyses 15,000+ stocks and 3 million articles a year. Now, its data-driven edge is available to retail investors
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              It&#39;s not just cricket: Why investors are paying attention to India
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  India is known globally for cricket, but its economic growth story is equally remarkable.
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              US CPI is good news, but old news
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  The April CPI report was lower than expected, bringing the annual headline increase to 2.3%, the smallest year-over-year gain since February 2021. Core inflation was...
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              One way to navigate trade-induced volatility is to avoid it altogether
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Ares reveals how focusing on the US mid market and leaning on its experience has helped it largely avoid the trade-induced volatility. 
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        Livewire Markets
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              REA Group Q3 FY25 result  – yield resilience aids solid performance amid softer listings outlook
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  Last week, REA Group delivered a broadly in-line third quarter result, highlighting the resilience of its pricing power and disciplined cost management, even as...
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        Montgomery Investment Management
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          <time datetime="2025-05-13T14:50:36+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">May 13, 2025 14:50</time>
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              Get India into the portfolio... but how?
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              Macquarie&#39;s 3 ASX stocks tipped to outperform
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  Confession season has kicked off with relatively little fuss. Here are the stocks Macquarie thinks are offering good upside right now
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    <div class="h-0 w-full flex justify-center">
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    <div data-controller="tooltip">
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    <div
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>
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</div>

</a>  <div class="hidden" data-tooltip-target="content">
    <div class="w-80 rounded-md overflow-hidden shadow-horver-card border border-light">
  <div>
    <a data-controller="event" data-event-name-value="link_click" data-event-id-value="1562" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-pni">
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Pinnacle Investment Management Group Ltd</div>
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</a>    <div class="px-4 mt-0.5">
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    <div class="h-0 w-full flex justify-center">
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    <div
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  <div class="flex items-center gap-2">
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</div>

</a>  <div class="hidden" data-tooltip-target="content">
    <div class="w-80 rounded-md overflow-hidden shadow-horver-card border border-light">
  <div>
    <a data-controller="event" data-event-name-value="link_click" data-event-id-value="1908" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-sdf">
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Steadfast Group Ltd</div>
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</a>    <div class="px-4 mt-0.5">
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    <div class="h-0 w-full flex justify-center">
      <div class="border-6 border-tooltipDownArrowLight"></div>
    </div>
  </div>
</div>

</div>

        </div>
      <div class="lg:flex lg:items-center clear-both">
        <div class="mt-2 lg:mt-4">
          <div class="flex items-center">
    <div class="mr-2">
        <a data-controller="event" data-event-name-value="link_click" data-event-id-value="156191" data-event-statisticable-value="profile" data-event-custom-data-value="{&quot;position&quot;:3040,&quot;section&quot;:&quot;latest_feed&quot;}" data-event-ga-category-value="Homepage Latest Feed" data-event-ga-action-value="link_click" href="/contributors/tom-stelzer">
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        Livewire Markets
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        <div class="hidden lg:block lg:mt-4 mx-4 w-1 h-4 border-l border-gray-300"></div>
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</a>

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</div>


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</div>

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