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          <time datetime="2025-08-01T06:00:41+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 01, 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: 5 ASX financials (that aren&#39;t the <span class="whitespace-nowrap">banks!)<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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  There’s more to ASX financials than the Big Four. Matt Williams (Airlie) and David Wilson (First Sentier) reveal where they&#39;re seeing value.
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              How John Rothwell built Austal into a $2 billion shipbuilding powerhouse
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  Austal now has 12 US defence programs — but it all began with a $200K startup. Here’s how John Rothwell got it there.
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              Three small caps on the rise and with more left in the tank
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  At the smaller end of the market, where companies are less closely followed and analysed, it can often take significant announcements or newsflow to get investors to...
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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%] ">
              Lost in translation - Not all revenue is created equal
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  One question I get asked often is how US equities can keep rising even as the US dollar weakens. At face value, it feels contradictory but the dollar’s weakness is not...
</div>

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        Global X ETFs
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              Rethinking defensive strategies to protect income: why real estate private credit is gaining ground
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Real estate private credit is gaining traction as a compelling solution for investors prioritising capital preservation and income stability
</div>

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        Zagga Investments
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              Taiwan&#39;s mega US debt pile raises alarm amid US dollar weakness, Man Group warns
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  A Taiwanese debt elephant in the room is being missed by complacent share market investors, according to Man Group&#39;s Andrew Swan. 
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              J.P. Morgan’s 2025 outlook on equities, bonds and alternatives
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  From AI to alternatives, J.P. Morgan AM highlights the themes investors should back to ride out volatility and capture 2025 opportunities.
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              &#39;Honeymoon over&#39;: What brokers think of Boss Energy after shares bombed 50%
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  Boss Energy&#39;s warning of production problems at its Honeymoon Mine led the market to dump shares pronto. 
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              The Fed is ruling nothing out
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  At its July meeting, the Federal Open Market Committee (FOMC) decided to keep its benchmark policy rate unchanged at 4.25%-4.50% as expected. However, this was not a...
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              Have ASX-listed debt LITs delivered on their promises?
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  Debt LITs are paying off with 7–9% yields, but price swings and untested credit cycles mean caution and research still matter.
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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>Momentum is cracking, rates are falling… Haupt is buying <span class="whitespace-nowrap">income<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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  Wilson AM’s Matt Haupt explains why volatility created opportunity for income investors and how his team is positioning for what’s next.
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              “Trees don’t grow to the sky” - Ellerston challenges overweights to mega-cap tech stocks
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  The Mag Seven make up nearly 35% of the S&amp;P 500, but Ellerston’s Nick Markiewicz says the next AI winners won’t be the names everyone knows.
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              Diamond in the rough: Why convenience retail survived the ‘apocalypse’
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  Amid retail disruption, convenience retail has proven resilient — driven by essential goods, population growth, and stable demand.
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        Trilogy Funds
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              What CBA’s $300 billion milestone says about building wealth
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  CBA’s soaring market capitalisation may actually serve better as a teaching moment for investors.
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              Stop calling markets expensive. They&#39;ve just gotten better
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Markets aren&#39;t expensive, they&#39;ve evolved. Today&#39;s companies are higher quality with better margins and stronger balance sheets.
</div>

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        Livewire Markets
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          <time datetime="2025-07-30T12:15:45+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">July 30, 2025 12:15</time>
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              A return to fundamentals
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  This quarter highlighted the resilience of major secular trends, which could be key to returns going forward.
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        Janus Henderson
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              Tariffs, tensions and turning points: Lazard&#39;s stark mid-year global outlook
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  Structural shifts in trade, immigration and fiscal policy could reshape markets.
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        Lazard Asset Management
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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%] ">
              Founder-led focus meets demographic tailwinds: A decade-long runway
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Penumbra&#39;s aspiration-based mechanical thrombectomy devices are building one of the most defensible competitive moats in medical technology
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        Cordis Asset Management 
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              3 high-yield ETF portfolios yielding 5.5-7%: Built by the fundies themselves
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  Global X, VanEck and Betashares each share a 7-10 ETF portfolio aimed at tackling the income challenges facing Australian investors.
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  "
  data-controller="event" data-event-name-value="wire_comment_click" data-event-view-name-value="" data-event-id-value="63083" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;position&quot;:2540,&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-63083" data-load-engagement-count-style-value="listing" data-load-engagement-count-target="stats" data-wire-id="63083" data-position="2540" data-style="listing" data-device-type="desktop"></div>
          </div>
        </div>
      </div>
    </div>
    <div class="flex flex-row-reverse">
        <time datetime="2025-07-30T06:00:06+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 30, 2025 06:00</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=2025-07-30+06%3A00%3A06+%2B1000&amp;last_position=2540"></a>
</template></turbo-stream>
