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          <time datetime="2025-08-08T13:19:21+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 08, 2025 13:19</time>
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              Wilson&#39;s Anna Milne says QBE a hold as profits, return on equity jump
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              Nick Scali hits all-time highs on FY25 margin and dividend surprise
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  At face value, Nick Scali&#39;s FY25 result does not look pretty. But there are plenty of bullish takeaways beneath the hood.
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              2 ideas in 200 words #9
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              When cash is also an investment
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  With the market starting to get a bit wild and silly, its time for a good contrarian piece on the virtue of cash
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        Canavan Capital Partners
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          <time datetime="2025-08-08T11:00:24+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 08, 2025 11:00</time>
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              2 income portfolios delivering 6%+ p.a. consistently (they&#39;re yours to download)
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  Two advisers. One income challenge. The result? Two unique playbooks for yield hunters you don&#39;t want to miss.
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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>Consistency? This income fund hasn&#39;t missed a distribution in over 20 <span class="whitespace-nowrap">years<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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  The Yarra Enhanced Income Fund is consistent, both in delivery of income and outperformance of its benchmark, over more than two decades. 
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              Why Berkshire Hathaway is on this fundie&#39;s radar
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  4D Infrastructure CIO, Sarah Shaw, shares what went in, what came out, and what’s got her watching the US economy closely.
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              A year of strong outperformance for those who picked the better junior resources stocks
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  And here are three with the sort of advanced exploration projects which could put them on the winners list in time to come.
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          <time datetime="2025-08-08T08:00:36+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">August 08, 2025 08:00</time>
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              Meet Oliver: The one-year-old with a $10,000 portfolio
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  One-year-old Oliver&#39;s investment strategy: buy stocks, hold winners, and let Dad handle the research.
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              Don’t look down: The risk beneath the return
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Despite the proliferation of private credit strategies, there is almost no standardised disclosure about fund performance.
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        Epsilon Direct Lending 
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                <figcaption></figcaption>
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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%] ">
              The paradoxes of investing
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Investment decisions are rarely clear cut. They often involve imperfect information and the need to reconcile between multiple beliefs.
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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 healthcare names to fix what ails <span class="whitespace-nowrap">you<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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  ASX healthcare’s been flatlining, could a recovery be on the cards? Two top investors name the stocks they think could revive the sector.
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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>The grey swans investors should be aware of right now (and how to navigate <span class="whitespace-nowrap">them)<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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  Alastair MacLeod shares why grey swans like CBA’s valuation and US debt have Elston cautious - but not bearish - on markets.
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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>How Manning managed risk in a tight credit market to deliver <span class="whitespace-nowrap">9.40%<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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  Josh Manning’s fund topped the charts in FY25, beating all unlisted fixed income peers. He sits down with us to share the how.
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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%] ">
              The lithium bear market is finally over (or is it?) Latest demand, supply, and price drivers, plus ASX lithium stocks to watch
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Lithium has spiked in the last few weeks, leading many to speculate the low is in. We investigate the latest price drivers to see if it is.
</div>

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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Core Lithium Ltd</div>
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      +16
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Atlantic Lithium Ltd</div>
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              We need to talk about Japan
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  Japan has been in the news a lot lately. The US announced a trade deal with Japan last week, which essentially settles the tariff for Japanese goods exports to the US...
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        Franklin Templeton
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              The naivety behind tariffs - Why economics is never that simple
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Trade uncertainty may be easing as the US strikes deals with partners, but import tariffs remain high in the world’s largest economy.
</div>

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        BNP Paribas Asset Management
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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>ServiceNow and the $400 billion AI opportunity: Why agentic AI could change <span class="whitespace-nowrap">everything<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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  Agentic AI is the next frontier in enterprise automation—and ServiceNow is right at the centre of it
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