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          <time datetime="2026-01-14T08:44:41+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">January 14, 2026 08:44</time>
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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 data unlikely to alter the Fed&#39;s course
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  The December CPI was compiled after the shutdown using standard data collection methods, so the shutdown&#39;s impact is far smaller than in October, when no data were...
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        Principal Asset Management
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          <time datetime="2026-01-14T06:15:15+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">January 14, 2026 06:15</time>
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              Regular investors could do worse than embrace Warren Buffett&#39;s advice
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  You won&#39;t be the next Buffett but there&#39;s still a lot you can learn from his approach to investing. 
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              Are the Magnificent 7 doomed to outperform (again) in 2026?
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  AI ruled again, but 2025 widened the gap. Nvidia and Broadcom surged, Google flipped the script - and now sets the pace.
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              <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 industries poised to break out in 2026 and 16 stocks to play <span class="whitespace-nowrap">them<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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<path d="M16 16.5C16 15.1193 17.1193 14 18.5 14C19.8807 14 21 15.1193 21 16.5V18.5C21 19.8807 19.8807 21 18.5 21C17.1193 21 16 19.8807 16 18.5V16.5Z" fill="#19202D"></path>
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            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Ten top fund managers reveal the sectors set to surge in 2026 and the stocks they believe are best placed to benefit.
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              Ignore resources at your peril:
commodities are re-emerging
as a growth asset
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  One of 2025&#39;s big underdog stories came from commodities and it&#39;s set the stage for a strong year for the sector - and some key names. 
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          <div class="sm:flex-grow">
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              The 10 ETFs with the highest returns in 2025
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  ETF returns in 2025 were dominated by one theme, but a surprise market also emerged among the leaders.
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              Vegemite or peanut butter jelly? Why US shares will beat the ASX (again) in 2026
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  The US is better poised to capture emerging growth themes than Australia, which could play out again in 2026.
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        ETF Shares
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          <time datetime="2026-01-13T12:40:41+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">January 13, 2026 12:40</time>
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              One of the top performing Aussie equity funds of &#39;25 returned 90% - what was it?
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  We crunch the data on the country&#39;s top-performing Aussie equities funds for 25 and examine their positioning.
</div>

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              Nothing to see here
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  Ample liquidity might disguise the myriad issues facing governments and companies. 
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          <div class="sm:flex-grow">
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              The major forces set to have outsized impacts on markets this year
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Delayed tariff drag, fragile resilience As 2026 begins, global markets are sending a deceptively calm signal. Tariffs remain a dominant geopolitical and economic...
</div>

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        Daintree Capital 
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              Global listed infrastructure: The quiet achiever
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Inflation-linked cash flows and a capex supercycle suggest listed infrastructure remains mispriced as growth improves.
</div>

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      <div>
        Resolution Capital
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              Where to catch the investment waves in 2026
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  On the surface, 2025 looks like a solid year for markets. Beneath the headline returns, it was anything but straightforward.
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              Your 2026 market predictions are in: Insights from nearly 5,000 investors
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  Most Livewire readers are bullish on 2026, but the playbook has changed, and inflation now looms as the biggest portfolio and personal risk.
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              The winners of the next cycle? Airlie argues they’re already in front of you
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  Airlie says 2026’s biggest themes are already here and three ASX compounders remain undervalued.
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              Is credit the answer to the retirement income challenge?
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Alternative investments like income-generating credit can play an important role in diversifying retirement portfolios.
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              Morgan Stanley’s “Major Theme” is stick with metals — gold, silver, copper, and aluminium
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  Metals crushed it in 2025 — and Morgan Stanley says the real opportunity may still lie ahead. Gold, silver, copper and aluminium in focus.
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  Another solid year for international stocks drove healthy performance for some global equity funds. 
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      <div>
        Livewire Markets
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          <time datetime="2026-01-12T10:25:19+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">January 12, 2026 10:25</time>
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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%] ">
              Conflicting dynamics in latest US jobs report
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  The December jobs report showed a weaker-than-expected 50,000 gain in payrolls. There were also material revisions to prior months, bringing three-month average job...
</div>

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        Principal Asset Management
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          <time datetime="2026-01-12T08:22:04+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">January 12, 2026 08:22</time>
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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%] ">
              From the sublime to the ridiculous
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  It is 20 years since we began managing money in Australia, and this quarter’s excellent performance has been a welcome birthday gift. It hasn’t been a smooth ride for...
</div>

          </div>
</a>      </div>
        <div class="pt-4 pb-4 sm:hidden">
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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>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:CBA</div>
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            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:CSL</div>
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            Followed by<span class="font-bold text-gray-700"> 1582 </span>people
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  <a aria-label="GMG" data-controller="event" data-event-name-value="link_click" data-event-id-value="64628" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-gmg">
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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 ">Goodman Group</div>
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      +3
</a></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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            Followed by<span class="font-bold text-gray-700"> 1672 </span>people
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          <div 
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  data-load-engagement-count-target="follow"
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      <div class="border-6 border-tooltipDownArrowLight"></div>
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    <div data-controller="tooltip">
  <a aria-label="CSL" data-controller="event" data-event-name-value="link_click" data-event-id-value="64628" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-csl">
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</a>    <div class="px-4 mt-0.5">
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        <div class="flex-grow text-darkestgray text-bold-sm" id="followed-count-stock_code-575">
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          <div 
  class="follow-stock-code-575-stock-code-tooltip-hovercard"
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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>
    <a data-controller="event" data-event-name-value="link_click" data-event-id-value="870" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-gmg">
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  </div>
</div>

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  <a aria-label="NXT" data-controller="event" data-event-name-value="link_click" data-event-id-value="64628" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-nxt">
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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="1407" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-nxt">
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  data-load-engagement-count-target="follow"
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</div>

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  </div>
</div>

    <div data-controller="tooltip">
  <a aria-label="PME" data-controller="event" data-event-name-value="link_click" data-event-id-value="64628" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-pme">
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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 ">Pro Medicus Ltd</div>
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      +1
</a></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>Stocks to avoid in 2026, according to 10 top <span class="whitespace-nowrap">fundies<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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  Ten leading fund managers share the stocks they’re steering clear of in 2026 and the risks investors may be underestimating.
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Droneshield Ltd</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:DRO</div>
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      </div>
</a>    <div class="px-4 mt-0.5">
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></div>

      </div>
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  </div>
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    <div class="h-0 w-full flex justify-center">
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  </div>
</div>

    <div data-controller="tooltip">
  <a aria-label="EOS" data-controller="event" data-event-name-value="link_click" data-event-id-value="64528" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-eos">
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>
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</div>

</a>  <div class="hidden" data-tooltip-target="content">
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  <div>
    <a data-controller="event" data-event-name-value="link_click" data-event-id-value="669" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-eos">
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</a>    <div class="px-4 mt-0.5">
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</div>

    <div class="h-0 w-full flex justify-center">
      <div class="border-6 border-tooltipDownArrowLight"></div>
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  </div>
</div>

    <div data-controller="tooltip">
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    <div
  class="lw-badge rounded-2xl  md"
  
  
>
  <div class="flex items-center gap-2">
    <span class="text-bold-md">IPX</span>
  </div>
</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="3081" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-ipx">
      <div class="p-4 flex group">
        <div class="flex flex-col">
          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Iperionx Ltd</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:IPX</div>
        </div>
      </div>
</a>    <div class="px-4 mt-0.5">
      <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-3081">
            Followed by<span class="font-bold text-gray-700"> 33 </span>people
        </div>
          <div 
  class="follow-stock-code-3081-stock-code-tooltip-hovercard"
  data-load-engagement-count-target="follow"
  data-followable-type="stock_code"
  data-followable-id="3081"
  data-options="{&quot;custom_data&quot;:{&quot;section&quot;:&quot;stock_code_tooltip&quot;},&quot;style&quot;:&quot;hovercard&quot;}"
></div>

      </div>
    </div>
  </div>
</div>

    <div class="h-0 w-full flex justify-center">
      <div class="border-6 border-tooltipDownArrowLight"></div>
    </div>
  </div>
</div>

    <div data-controller="tooltip">
  <a aria-label="NAB" data-controller="event" data-event-name-value="link_click" data-event-id-value="64528" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-nab">
    <div
  class="lw-badge rounded-2xl  md"
  
  
>
  <div class="flex items-center gap-2">
    <span class="text-bold-md">NAB</span>
  </div>
</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="1367" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-nab">
      <div class="p-4 flex group">
        <div class="flex flex-col">
          <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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        </div>
      </div>
</a>    <div class="px-4 mt-0.5">
      <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-1367">
            Followed by<span class="font-bold text-gray-700"> 1278 </span>people
        </div>
          <div 
  class="follow-stock-code-1367-stock-code-tooltip-hovercard"
  data-load-engagement-count-target="follow"
  data-followable-type="stock_code"
  data-followable-id="1367"
  data-options="{&quot;custom_data&quot;:{&quot;section&quot;:&quot;stock_code_tooltip&quot;},&quot;style&quot;:&quot;hovercard&quot;}"
></div>

      </div>
    </div>
  </div>
</div>

    <div class="h-0 w-full flex justify-center">
      <div class="border-6 border-tooltipDownArrowLight"></div>
    </div>
  </div>
</div>

    <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="64528" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/wires/stocks-to-avoid-in-2026-according-to-10-top-fundies">
      +5
</a></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="8919" data-event-statisticable-value="profile" data-event-custom-data-value="{&quot;position&quot;:1620,&quot;section&quot;:&quot;latest_feed&quot;}" data-event-ga-category-value="Homepage Latest Feed" data-event-ga-action-value="link_click" href="/contributors/buy-hold-sell">
            <picture style="">
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      <div>
        Livewire Markets
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</div>

        </div>
        <div class="hidden lg:block lg:mt-4 mx-4 w-1 h-4 border-l border-gray-300"></div>
        <div class="mt-4 flex items-center text-heavy-sm md:text-heavy-md text-darkestgray">
          <div class="flex items-center mr-4">
            <div id="wire-listing-like-64528" data-load-engagement-count-target="like" data-wire-id="64528" data-position="1620">
                <button
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  data-turbo-stream-url-value="/hotwired/likes/64528/wire/1620/like"
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    turbo-stream 
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  aria-label=home_like
  
  
  
>
  <svg class="home_like">
  <use xlink:href="#home_like"></use>
</svg>

  
  
  
</button>


</div>            <div class="flex items-center ml-1">
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</a>

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</div>


      </div>
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</div>

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