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          <time datetime="2025-09-11T13:19:41+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">September 11, 2025 13:19</time>
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              &#39;Very bullish AI&#39;: L1 Capital International&#39;s Steinthal confident but warns of bond market risks
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  The CIO is watching longer-dated bond yields for signs the market is worried about inflation that could cause an equity sell-off. 
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          <time datetime="2025-09-11T12:50:26+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">September 11, 2025 12:50</time>
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              Is Palantir more magnificent than the Mag 7?
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  Palantir has been one of the hottest stocks in global markets. Yet, many still can’t grasp what it does let alone agree on what it&#39;s worth. 
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              Is this the best value gold miner on the ASX?
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  A nugget in the rough: overlooked, underpriced, and quietly delivering.
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        RMBlack Wealth Management
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              &quot;The strongest tailwinds we’ve seen in decades&quot;: The shock sector that&#39;s up 10% this year already
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  The sector that&#39;s up nearly 10% YTD, driven by resilient cash flows, reliable dividends and booming demand for power.
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              Fuel the future, not the cycle
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Not all credit leads to the creation of value by the borrower. While lending is often seen as an engine of economic activity, the purpose behind a loan matters more...
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        Epsilon Direct Lending 
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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%] ">
              Fully franked dividends vs US Exceptionalism
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Are the most-exceptional returns actually sitting on the ASX? 
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        Elston Asset Management
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              Four scenarios shaping the fate of small caps
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  After years of lagging, small caps are finding their footing, with history pointing to stronger gains ahead.
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              Elon Musk dethroned: What Larry Ellison’s rise as the world’s richest man means for the AI boom
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  The AI boom just made Oracle&#39;s Co-Founder the richest person. For Australian growth investors, it shows the runway ahead is still long.
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              Are ANZ’s shares due for a re-rate?
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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 ">AUB Group Ltd</div>
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</a>    <div class="px-4 mt-0.5">
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  <a aria-label="BRG" data-controller="event" data-event-name-value="link_click" data-event-id-value="63645" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-brg">
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  <div>
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      +13
</a></div>

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              High valuations are the cost to play in equity markets
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  There are risks, but highlighting “risks” versus “when risk matter” are two different things.
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              Finding opportunity in Australia’s mixed results
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  Buy Now and Earn Later The August 2025 reporting season delivered a striking paradox that defines today’s Australian equity market. Despite a mixed reporting season,...
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</a></div>

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        Alphinity Investment 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%] ">
              Passion into profit: 3 ways to invest in the $1 trillion opportunity in sports
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  Sport is already big business and could be about to go stratospheric. Thankfully there&#39;s plenty of opportunities for regular investors. 
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        Livewire Markets
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              Aging population tailwinds: where the real opportunity lies
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  An aging population is fueling demand. With rents climbing and supply constrained, senior housing REITs look set for long-term gains.
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        Quay Global Investors
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              4 stocks we favour as large caps shrink and small caps shine
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Cost cutting has worked in the post-Covid era but to drive growth companies must reinvest and innovate.
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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>&quot;Growth&quot;: Rixon Capital&#39;s Patrick William&#39;s one-word verdict on Australia&#39;s private credit <span class="whitespace-nowrap">market<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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  Retreating bank lending means there continues to be an abundance of opportunity in the growing private credit space. 
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              How a quality tilt helped soften a tough ASX reporting season
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  AQLT’s quality-driven approach uncovered companies delivering standout results during the August 2025 reporting season.
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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>Ditching the old playbook - the new model for modern <span class="whitespace-nowrap">portfolios<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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  Is the 60/40 portfolio obsolete? Ares’ Brendan McCurdy thinks so. 
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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>10 years from now, these are the companies everyone will wish they <span class="whitespace-nowrap">owned<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">
  The 6 stalwarts and surprise innovators tipped by the experts at Livewire Live 2025.
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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 5 &quot;high conviction&quot; ASX stocks two expert investors are backing for the long <span class="whitespace-nowrap">term<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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  With ASX large caps looking expensive by most investing measures, is value investing dead? “No”, say these two expert investors.
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