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          <time datetime="2025-07-11T06:00:18+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">July 11, 2025 06:00</time>
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              From GFC scars to AI data centres – this property investor has seen it all
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  In this series, we&#39;re profiling managers whose funds are constituents of the 20-year club (i.e. at least two decades of operation).
</div>

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            <a class="pre-header-sm lg:pre-header-md uppercase text-primary hover:underline" href="/buy-hold-sell">Buy Hold Sell</a>

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          <time datetime="2025-07-11T06:00:15+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">July 11, 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>Buy Hold Sell: Quality vs value across 4 ASX <span class="whitespace-nowrap">pairs<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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  Hamish FitzSimons and Dougal Maple-Brown apply their respective lenses to four pairs of ASX stocks across the quality and value spectrum.
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            Followed by<span class="font-bold text-gray-700"> 7295 </span>people
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    <div data-controller="tooltip">
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              The blurry line between co-dependence and independence
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Despite its many attractive features, regulatory scrutiny of private credit continues to grow. Valid questions being asked around how assets are valued and how...
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              CBA bubble: Passive vs active debate
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  CBA&#39;s valuation bubble is a symptom of the structural rise of passive investing that has changed how active managers impact market prices. 
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        Vertium Asset Management
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              Google looks cheap, but is it justified?
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  Investors are wondering if Google&#39;s &quot;Kodak moment&quot; has arrived with the launch of ChatGPT. The result is a sell-off that&#39;s gone too far. 
</div>

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              2 sizzling stocks in an ASX sector that keeps defying the odds
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  Auscap’s Will Mumford reveals 2 growth stocks he’s backing in a sector where “discretionary” items are starting to become essential.
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              Momentum and growth
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  The great US momentum trade continues. The data shows the economy is nowhere near to a recession.
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        BNP Paribas Asset Management
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          <time datetime="2025-07-10T07:45:19+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">July 10, 2025 07:45</time>
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              Top 5 ASX 300 contributors versus the rest. Something must eventually break
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  Real returns from the S&amp;P/ASX 300 have been solid lately, but what’s driving them has been nothing short of remarkable.
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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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      +2
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        Allan Gray
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              Missing the boat on a big ASX mining play
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  Joel Fleming tells the story of the critical mineral stock he watched and waited on before it blew past his microcap remit
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              RBA claims uncertainty; easing financial conditions are the real reason
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  The RBA again uses global uncertainty as a crutch to delay interest rate easing.
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              Copper breaks all-time highs: Were you watching the mining insiders?
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  I outline why critical metals (like copper) are on the verge of following the early 2000s iron ore playbook.
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        Fat Tail Investment Research
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              Why more income could be made from this Aussie asset class
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  For structural and cyclical reasons, the good times for hedged corporate credit can continue.
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  <div id="profile-link" class="text-heavy-sm md:text-heavy-md text-darkestgray">
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</span>    </div>
      <div>
        Betashares
      </div>
  </div>
</div>

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          <time datetime="2025-07-09T14:30:23+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">July 09, 2025 14:30</time>
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            </div>
          <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%] ">
              7 key charts for investors to keep an eye on
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  From Trump’s tariffs to business conditions and the gap between earnings yields and bond yields, here are key charts to watch.
</div>

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</a>      </div>
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    alt="Shane Oliver"
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</span>    </div>
      <div>
        AMP
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  </div>
</div>

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              Gold doesn’t blink: What trillions in US debt mean for safe-haven assets
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  From soaring deficits to political theatrics, gold’s strength holds  as investors hedge against mounting US fiscal instability.
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          <div class="sm:flex-grow">
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              4 stocks with imminent catalysts backed by L1 Capital
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  Big bids, bold turnarounds, and smart infrastructure plays: 4 stocks L1 Capital is backing for breakout potential over time.
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              The controversial model predicting US$300,000 bitcoin this year
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  The stock-to-flow model has been surprisingly accurate during past bitcoin bull runs - will it get it right this time? 
</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>“Cash is King”: The private credit fund built for reliability, not <span class="whitespace-nowrap">surprises<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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  Private credit managers may look similar, but few play like Epsilon. Joe Millward’s rule: real cash beats fantastical returns.
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              Aboud: passive mispricings to reward active investors, AI shift to reward bold CEOs
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  Aboud on legacy, learning, and Perpetual&#39;s long game. Plus, the next big opportunities in markets: Mispricing, AI, and fewer active managers
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        Livewire Markets
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          <time datetime="2025-07-08T19:37:52+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">July 08, 2025 19:37</time>
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              Markets have evolved over time – has your portfolio?
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  If your portfolio hasn’t changed, or your conversations about it, you’ve got a problem. And it has likely cost you (a lot of) money.
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        Koda Capital
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  data-controller="event turbo-stream " data-event-name-value="like_clicked" data-event-view-name-value="" data-event-id-value="63100" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;position&quot;:2680,&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-63100" data-load-engagement-count-target="comment" data-wire-id="63100" data-position="2680">
    <a
  class="lw-button tertiary_gray xs icon-only "
  href="/wires/markets-have-evolved-over-time-has-your-portfolio#comment_body"
  
  data-controller="
    event 
     
    
    
     
  "
  data-controller="event" data-event-name-value="wire_comment_click" data-event-view-name-value="" data-event-id-value="63100" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;position&quot;:2680,&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-63100" data-load-engagement-count-style-value="listing" data-load-engagement-count-target="stats" data-wire-id="63100" data-position="2680" data-style="listing" data-device-type="desktop"></div>
          </div>
        </div>
      </div>
    </div>
    <div class="flex flex-row-reverse">
        <time datetime="2025-07-08T19:37:52+10:00" data-controller="datetime" class="hidden sm:block sm:flex-none order-1 w-36 uppercase pre-header-sm lg:pre-header-md text-darkgray">July 08, 2025 19:37</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=2025-07-08+19%3A37%3A52+%2B1000&amp;last_position=2680"></a>
</template></turbo-stream>
