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          <time datetime="2026-03-18T21:53:41+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 18, 2026 21:53</time>
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              The refinery problem: A different kind of energy crisis in 2026
            </h2>
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  The 2026 Hormuz blockade has broken refined product markets in ways the 2022 Ukraine crisis never did.
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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>“Less than halfway through the gold story”, L1 Capital launches high-performing strategy via new <span class="whitespace-nowrap">LIC<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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  Strong performance has set the stage for L1 Capital’s new gold LIC, giving investors access to a strategy targeting cash flow-rich miners.
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              The Dreaded S-word... Stagflation
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  Is it too early to start preparing for stagflation? The coming weeks might well provide the answer
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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 new Aussie blue chips: 4 players to watch
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  In part 2 of the new blue chips, I’ll look at the Aussie companies that offer consistent returns for your portfolio.
</div>

          </div>
</a>      </div>
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      +6
</a></div>

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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Aristocrat Leisure Ltd</div>
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              A 33km waterway that shapes the price of almost everything
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  Geopolitical tensions pushed oil to historic levels - here&#39;s what long-term investors should take from it.
</div>

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              The hidden bets inside thematic ETFs
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  Thematic ETFs promise exposure to the future. But every big bet on one sector quietly creates an equally big bet against another.
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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 decisions Dion Hershan is making now that could set up portfolios for a <span class="whitespace-nowrap">decade<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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  AI disruption, energy shocks &amp; momentum are testing investors. Dion Hershan explains some of the decisions he’s making for the decade ahead
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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>Can systematic investing outperform? Macquarie is betting on <span class="whitespace-nowrap">it<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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  MQEG brings quantitative investing to the ASX, targeting benchmark-beating returns on global equities. 
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              Smashed, shunned… but this fundie is buying CSL and 2 more healthcare plays
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  After a brutal year for healthcare stocks, one portfolio manager says several areas now look surprisingly attractive.
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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>Quality stocks have been crushed but cashflows will have the final <span class="whitespace-nowrap">word<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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  CIO Kent Hargis says it&#39;s possible to beat the market while lowering the risk if you&#39;re careful about stock selection. 
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              Chris Aylward - property cycles, leverage, and skyscrapers to funds
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  A 50-year property veteran unpacks today’s market risks, mispricings and lessons from costly mistakes in real assets and private credit.
</div>

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        Koda Capital
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          <time datetime="2026-03-17T15:13:22+11:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">March 17, 2026 15:13</time>
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              Are we running out of gold?
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  Despite cautious mining outlooks, gold supply remains resilient thanks to ample reserves, limited mine scale and sector diversity. 
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        World Gold Council 
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          <div class="sm:flex-grow">
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              How sophisticated investors are accessing the private credit boom
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  In a market of volatility, uncertainty and evolving regulation, investors turn to alternatives for diversification and capital preservation.
</div>

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        Zagga Investments
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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%] ">
              Picks and Shovels: 3 innovation ETFs you should know
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Why These ETFs Make Sense NowInnovation continues regardless of market sentiment. And materials are needed regardless of economic cycles.In a world where technology is...
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              Why the software sell-off doesn’t tell the whole story
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  The rise of AI has sown doubt within public equity markets about the software industry’s long-term viability. What might that mean for software equity investors and...
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              What is the latest reporting season telling investors about the direction of markets?
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  As the current environment introduces short-term uncertainty, it reinforces the importance of logistics infrastructure platforms.
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              Long live software: Part III
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  AI is accelerating software’s product cycle while cutting costs. The best companies are turning those gains into growth. 
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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 &quot;picks and shovels&quot; AI play offering true <span class="whitespace-nowrap">diversification<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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  Global X&#39;s Billy Leung says infrastructure is the crucial next leg in the AI supercycle and where investors can find the most opportunity. 
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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: 4 hot megatrends shaping markets - and 2 on the <span class="whitespace-nowrap">rise<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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  AI, energy and infrastructure are reshaping markets. The experts reveal where the real opportunities lie and two trends to watch next.
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              A sustained energy shock would raise the risk of recession
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  Oil shocks are stagflationary, limiting the scope of central banks to cut interest rates.  
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        Coolabah Capital
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