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          <time datetime="2026-02-04T08:00:18+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">February 04, 2026 08:00</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>Where valuation resets are creating opportunity on the <span class="whitespace-nowrap">ASX<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">
  Valuations are easing and opportunities are emerging. Here’s where a value investor is putting capital to work.
</div>

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              Volatility is back: what it means for bonds, equities and AI
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  Schroders’ Sebastian Mullins and Ben Arnold on why selectivity, not calm markets, is driving opportunity today.
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            </div>
          <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%] ">
              8 ASX stocks Morgans is watching this reporting season
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Falling correlations are reshaping reporting season outcomes. Morgans explains why individual results matter more than market moves.
</div>

          </div>
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Lovisa Holdings Ltd</div>
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            Followed by<span class="font-bold text-gray-700"> 181 </span>people
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  <a aria-label="MND" data-controller="event" data-event-name-value="link_click" data-event-id-value="64772" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-mnd">
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  <div class="flex items-center gap-2">
    <span class="text-bold-md">MND</span>
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    <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="1329" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-mnd">
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Monadelphous Group Ltd</div>
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            Followed by<span class="font-bold text-gray-700"> 72 </span>people
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      +5
</a></div>

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      <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 ">Gemlife Communities Group</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:GLF</div>
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      </div>
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            Followed by<span class="font-bold text-gray-700"> 7 </span>people
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    <span class="text-bold-md">LOV</span>
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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">
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Lovisa Holdings Ltd</div>
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      </div>
</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-1194">
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          <div 
  class="follow-stock-code-1194-stock-code-tooltip-hovercard"
  data-load-engagement-count-target="follow"
  data-followable-type="stock_code"
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      <div class="border-6 border-tooltipDownArrowLight"></div>
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  </div>
</div>

    <div data-controller="tooltip">
  <a aria-label="MND" data-controller="event" data-event-name-value="link_click" data-event-id-value="64772" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-mnd">
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    <span class="text-bold-md">MND</span>
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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="1329" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-mnd">
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  </div>
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    <div class="w-80 rounded-md overflow-hidden shadow-horver-card border border-light">
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</a></div>

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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%] ">
              Tips for ASX reporting season: Sell your losers
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  History shows stocks that miss earnings rarely bounce back quickly. Here&#39;s why buying the dip is usually a mistake.
</div>

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              Positioning for reluctant but necessary rate hikes
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  In news that surprised little in markets, a rate hiking cycle has begun, here’s how we are positioning portfolios accordingly.
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              Farewell rate cuts, we hardly knew ye
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  The first rate rise since 2023 should worry investors and the RBA might not be done there. 
</div>

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        Livewire Markets
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              Valuing AI: Extreme bubble, new golden era, or both
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  AI has interrupted a deflating equity bubble, delaying the usual bust while increasing the risks that historically follow major innovations.
</div>

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        GMO
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              What Japan’s bond market is telling investors and why you should be listening
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  Japanese long bond yields have a decided spring in their step, rising strongly in recent days and building on a year-long trend as inflation reasserts itself and the...
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        Daintree Capital 
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              3 ASX small caps that are still great value
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Our top three high quality, reasonably priced small caps for 2026 and beyond. 
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        IML
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          <time datetime="2026-02-03T10:58:03+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">February 03, 2026 10:58</time>
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              Jamie Montgomery: What comes after ChatGPT - quantum computing, OpenAI, and the future of venture
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  March Capital’s Jamie Montgomery discusses AI, VC shifts, and lessons from Charlie Munger on scaling the next tech wave.
</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>Inside Apollo’s US$110 billion infrastructure investment <span class="whitespace-nowrap">push<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">
  Infrastructure systems built over centuries are being rebuilt in decades. Apollo&#39;s Olivia Wassenaar explains what that means for investors.
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              Trump nominates Kevin Warsh to lead the Federal Reserve
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  President Trump’s announcement that he will nominate Kevin Warsh as the next Chair of the Federal Reserve triggered an immediate response across markets last Friday....
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        Principal 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>Pzena&#39;s lessons from 30 years of value <span class="whitespace-nowrap">investing<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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  Founder Rich Pzena and CEO Caroline Cai reflect on what they&#39;ve learnt after three decades in the game.
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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>This ain’t junk! Why GYG’s Steven Marks refuses to compromise on <span class="whitespace-nowrap">quality<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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  Steven Marks on building Guzman y Gomez, refusing to compromise on quality, and why the US is the next major test.
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              Transcontinental merger unleashing the power of US Rail
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              UBS upgrades NAB, highlights three top financial stocks
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  UBS finally turns bullish on one of the Big Four, upgrading NAB to Buy and flagging opportunity across three other ASX financials.
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          <div class="sm:flex-grow">
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              What’s changing for Australian small caps in 2026?
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  Diverging rate outlooks, contested leadership and the renewed importance of resources are shaping outcomes in the year ahead.
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        Blackwattle Investment Partners
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          <div class="sm:flex-grow">
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              3 perceived AI-losers that aren’t
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  When it comes to AI, rather than picking the winners, the bigger opportunity may be identifying businesses misperceived as losers. 
</div>

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        Aoris Investment Management
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              Why switching to income may make sense in 2026, and our top 3 stocks to do it
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  Dividends don’t move like share prices, and that stability can matter most when valuations stretch.
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              Silver’s 26% drop reflects a gap in understanding
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  Conspiracy theories about the banks and paper market risk turning silver into a meme metal.
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  <div class="flex items-center gap-2">
    <span class="text-bold-md">BEST</span>
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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>
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      <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 ">ETFs US Quality ETF</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:BEST</div>
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      </div>
</a>    <div class="px-4 mt-0.5">
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</div>

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  </div>
</div>

    <div data-controller="tooltip">
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>
  <div class="flex items-center gap-2">
    <span class="text-bold-md">HUGE</span>
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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="28809" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/fund/etfs-magnificent-7-etf">
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">ETFs Magnificent 7+ ETF</div>
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</div>

        </div>
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    <div data-controller="tooltip">
  <a aria-label="BEST" data-controller="event" data-event-name-value="link_click" data-event-id-value="64766" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/fund/etfs-us-quality-etf">
    <div
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>
  <div class="flex items-center gap-2">
    <span class="text-bold-md">BEST</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="28808" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/fund/etfs-us-quality-etf">
      <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 ">ETFs US Quality ETF</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:BEST</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-28808">
            Followed by<span class="font-bold text-gray-700"> 6 </span>people
        </div>
          <div 
  class="follow-stock-code-28808-stock-code-tooltip-hovercard"
  data-load-engagement-count-target="follow"
  data-followable-type="stock_code"
  data-followable-id="28808"
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      </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="HUGE" data-controller="event" data-event-name-value="link_click" data-event-id-value="64766" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/fund/etfs-magnificent-7-etf">
    <div
  class="lw-badge rounded-2xl  md"
  
  
>
  <div class="flex items-center gap-2">
    <span class="text-bold-md">HUGE</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="28809" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/fund/etfs-magnificent-7-etf">
      <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 ">ETFs Magnificent 7+ ETF</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:HUGE</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-28809">
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        </div>
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  data-followable-type="stock_code"
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></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>

        </div>
      <div class="lg:flex lg:items-center clear-both">
        <div class="mt-2 lg:mt-4">
          <div class="flex items-center">
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        <a data-controller="event" data-event-name-value="link_click" data-event-id-value="158500" data-event-statisticable-value="profile" data-event-custom-data-value="{&quot;position&quot;:1380,&quot;section&quot;:&quot;latest_feed&quot;}" data-event-ga-category-value="Homepage Latest Feed" data-event-ga-action-value="link_click" href="/contributors/david-tuckwell-etfshares">
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        <div class="mt-4 flex items-center text-heavy-sm md:text-heavy-md text-darkestgray">
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</button>


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</a>

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</div>


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</div>

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