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          <time datetime="2026-01-28T14:49:23+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">January 28, 2026 14:49</time>
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              Tokenisation in 2026
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  The “RWA trade” moves from narrative to plumbing
</div>

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        Merkle Tree Capital 
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          <time datetime="2026-01-28T13:19:29+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">January 28, 2026 13:19</time>
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              Why Google could go to US$100 trillion (not hyperbole)
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  Google is the internet. And it&#39;s optionality on future tech is second to none. 
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              Discipline required: PIMCO&#39;s 2026 outlook on Australia, China and Japan
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  Investors can find enduring opportunities amidst diverging policy across the APAC region. 
</div>

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              Gold at US$5,000: a metals rally - or a vote against America?
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  Gold has surged to a new psychological milestone after a blistering January - but one fund manager warns a 30–40% correction could be next.
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              Active management thrives in small caps
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  Is a volatile 2026 ahead for Australian small caps? We are confident in turning rate shifts, resources momentum and M&amp;A into opportunity.
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          <time datetime="2026-01-28T10:34:15+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">January 28, 2026 10:34</time>
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  Once prized for its reliability, alcohol has become a difficult place for investors.
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          <time datetime="2026-01-28T08:51:37+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">January 28, 2026 08:51</time>
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              Navigating the shifting landscape of wine and alcohol
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  The alcohol industry is going through dramatic change and only nimble producers who can adapt to changing tastes will succeed
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        Wentworth Williamson
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              Earnings are delivering good news in a world where politics isn’t
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  Company profits are surging even as political tensions rise, creating a widening gap investors must navigate carefully.
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        Nucleus Wealth
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              Cerutty&#39;s Chris Judd on calling Silver&#39;s surge and if investors have now missed the boat
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  Hot on the heels of gold, silver is now emerging as the biggest trade in early 2026 as speculation and catalysts ramp up. 
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              From the age of the economist to the age of the populist
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  From free markets to populism: why core economic truths are being sidelined—and what that means for portfolios.
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        HD Capital Partners
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          <time datetime="2026-01-27T08:53:47+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">January 27, 2026 08:53</time>
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              What still works on the ASX: 8 stock picks from 4 leading fund managers
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  After a tough year for the ASX, four managers explain where opportunities still exist and what matters most heading into 2026.
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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>
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Cobram Estate Olives Ltd</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:CBO</div>
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</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-2901">
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      +5
</a></div>

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        <div class="pt-4 pb-4 lg:pb-2 hidden sm:block">
          <div class="flex gap-2">
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    <div
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    <div class="w-80 rounded-md overflow-hidden shadow-horver-card border border-light">
  <div>
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  <div>
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  <div>
    <a data-controller="event" data-event-name-value="link_click" data-event-id-value="508" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-coh">
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      <div class="border-6 border-tooltipDownArrowLight"></div>
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  </div>
</div>

    <div data-controller="tooltip">
  <a aria-label="EIQ" data-controller="event" data-event-name-value="link_click" data-event-id-value="64708" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-eiq">
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      +3
</a></div>

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          <time datetime="2026-01-27T08:00:23+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">January 27, 2026 08:00</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%] ">
              Game of thrones (and oil and chips)
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Geopolitical and policy risk will remain constant investor concerns, given shifting global security and political developments.  
</div>

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      <div>
        BNP Paribas Asset Management
      </div>
  </div>
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            <a class="pre-header-sm lg:pre-header-md uppercase text-primary hover:underline" href="/categories/private-assets">Private Markets</a>

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          <time datetime="2026-01-27T06:00:18+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">January 27, 2026 06:00</time>
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          <div class="sm:flex-grow">
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              Why evergreen private equity funds are set to disappoint investors
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  The clamour for private assets via unlisted evergreen vehicles will likely turn out to be a disappointing experience for many investors.
</div>

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    alt="Dominic   McCormick"
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        Independent 
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              Pay attention to fixed income in 2026, say fundies
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  Compressed opportunities elsewhere mean fixed income is in a place where it can offer real diversification and risk-adjusted returns.
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          <time datetime="2026-01-23T17:05:51+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">January 23, 2026 17:05</time>
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              4 market shock scenarios and the 40 stocks that will be rocked
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  The Australian and global stocks that would be impacted by some of the big risks on Plato Investment Management&#39;s radar
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              ETF strategies for 2026
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Six opportunities to help position an ETF portfolio this year.
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      +3
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  ETFs designed to solve the income and growth challenge
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        Global X ETFs
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          <time datetime="2026-01-23T11:06:10+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">January 23, 2026 11:06</time>
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              Lithium’s comeback: what&#39;s driving demand, what could derail it, and the ASX lithium stock to watch
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  Lithium prices have turned after a brutal slump. What’s changed, what hasn’t, and where the real risks and opportunities lie.
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              Why property price growth is still strong in a cost of living crisis
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  At 12%, national dwelling price growth is at a level not seen at any point in the past 20 years. The question now is: where to from here?
</div>

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        Ray White
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