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          <time datetime="2026-04-29T17:12:57+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 29, 2026 17:12</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>Joye: RBA&#39;s &#39;hot economy&#39; experiment goes up in <span class="whitespace-nowrap">smoke<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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  Christopher Joye says Australia faces the prospect of a prolonged rate hiking cycle as government policy fuels higher inflation.
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          <time datetime="2026-04-29T15:35:02+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">April 29, 2026 15:35</time>
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              The problem with thinking the Strait will be open soon
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  What if, traffic through the Strait of Hormuz doesn’t flow for six or more months? And even beyond that, supply takes longer to recover?
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        Bitesized Economics
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              ‍Rate hikes create winners and losers. The work is knowing which is which
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Rate hikes don&#39;t hit every sector equally. The analytical work is identifying which businesses are insulated before the market reprices.
</div>

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      <div>
        Datt Capital
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              Investment banks warn Australia&#39;s real estate boom is over — what it means for property investors
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  House prices are showing early signs of cracking — and experts warn there’s a perfect storm brewing homeowners can’t afford to ignore.
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        Livewire Markets
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              India&#39;s green day rising
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  India’s oil-related problems are leading to an electrification surge, creating new winners in mid‑cap clean energy and EV innovators.
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              Is the ASX &#39;cheap&#39; but &#39;risky&#39;?
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  The market is not as &#39;expensive&#39; at it seems at face value, but there is risk, tangible and significant, from profit warnings.
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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>Tim Ivers - navigating the liquidity crunch in private <span class="whitespace-nowrap">markets<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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  Stuck in private markets? Tim Ivers reveals how to find the exit — and why discount is the new alpha.
</div>

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              Four reasons BHP&#39;s record share price is justifiable
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  The record share price for the Big Australian looks justifiable as ex-CEO Mike Henry&#39;s copper and potash vision starts to bear fruit
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              Chips and oil: The forces shaping markets
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  The technology theme has continued to dominate stock market returns.
</div>

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        BNP Paribas Asset 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%] ">
              Why value investing usually outperforms
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  I’ve shown that momentum and growth generally fail, and since 1990 small caps have disappointed. I now explain why value typically succeeds.
</div>

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              This one could age well
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Cyclical headwinds have hit Diageo hard. But its iconic brands, fresh leadership, and long runway may reward patient investors.
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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>3 ASX stocks a microcap fund manager is backing through the <span class="whitespace-nowrap">uncertainty<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">
  2000 meetings a year can teach you a lot about picking growth stocks. Yarra&#39;s Joel Fleming shares what he&#39;s buying, selling and watching.
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              Quality stocks have lagged. History says that&#39;s when to buy
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  As AI concentrates returns, a rare pricing gap is opening across global equities that investors may be overlooking.
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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>3 growth stocks Ben Clark bought on the <span class="whitespace-nowrap">dip<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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  The veteran adviser discusses the current setup in growth and software - and three names he’s been waiting to buy at better value.
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              Earnings still matter and in volatile markets, stock pickers get their chance
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  When markets swing wildly, fundamentals take over. Jun Bei Liu and Oscar Oberg share the stocks and strategy guiding their portfolios.
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              Egregious performance fee structures in funds management
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  There are important questions to be asked about what constitutes a reasonable performance fee in funds management. 
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        OQ Funds Management
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              Australia&#39;s energy paradox
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  The world must now maintain the fossil fuel system it depends on while building an entirely different energy architecture alongside it.
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        Yarra Capital Management
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              The case for loving dividend stocks
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  A look at all the data on dividend stocks shows why you shouldn&#39;t hate on them! 
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        Plato Investment Management
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              Tech is undervalued
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  Markets are growing increasingly worried over the prospect of an AI-led tech bubble. Our investment analysts are less so.
</div>

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        Fidelity International
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