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          <time datetime="2026-05-05T16:31:01+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">May 05, 2026 16:31</time>
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              We’re poorer, inflation’s back - and the RBA knows it
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  A whiff of stagflation is back as rates hit 4.35%. Inflation is rising, growth is slowing - and the RBA may have no easy way out.
</div>

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        AMP
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          <time datetime="2026-05-05T12:24:43+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">May 05, 2026 12:24</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%] ">
              No AI hyperscaler hyperscare here
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  What Amazon, Alphabet, Microsoft, and Meta’s latest results reveal about the next phase of AI and its implications for investors.  
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        Janus Henderson
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              What’s next for real estate private credit?
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  2025 brought real estate private credit into focus for a wider investor audience. Will growth and sophistication continue in 2026?
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              The spectre of stagflation returns
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  Investors face the prospect of higher energy prices, inflationary threats, disrupted supply chains, and restrictive financial conditions.
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          <div class="sm:flex-grow">
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              Where did the AI bubble go?
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  AI adoption is moving from experimentation to production, with the fastest phase of growth likely still ahead.
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              Are gold miners like Evolution and Newmont the future of Australian copper mining?
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  Gold miners are ploughing their record free cash flow into copper acquisition, in an effort to pivot.
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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;double discount&quot; equities that might be too compelling to <span class="whitespace-nowrap">ignore<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">
  A double discount is creating opportunity in Europe’s overlooked small cap market.
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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>Manny Pohl: Is Growth still the right <span class="whitespace-nowrap">bet?<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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  From engineer to investor: how Manny Pohl discovered a &quot;special breed&quot; of business and redefined Australian growth funds.
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              The biggest wealth destroyers on the ASX this year (and how to avoid them)
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Confession season is coming, and downgrades may cluster. Here’s how to reassess your holdings before one cut becomes several.
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          <time datetime="2026-05-04T16:19:25+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">May 04, 2026 16:19</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>Murray Leahy, Founder of MLG Oz: keeping up with <span class="whitespace-nowrap">gold<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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  Haulage, Crushing and Screening, Civil and Mining across the WA goldfields, MLG Oz is crucial to the WA gold sector’s ongoing expansion.
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              AI’s growing influence on fixed income markets
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  While much of the attention around AI has centred on equities, the technology is increasingly impacting bond markets.
</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%] ">
              Forgotten since the GFC and now value is back
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Four reasons we think value investing could be back in vogue.
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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%] ">
              Markets rebound as geopolitical shocks follow a familiar script
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Global equity markets have staged a sharp rebound in recent weeks, delivering their strongest monthly performance in several years. The S&amp;P 500 rose 10.5% in total...
</div>

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        Principal Asset Management
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          <time datetime="2026-05-04T06:00:10+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">May 04, 2026 06:00</time>
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          <div class="sm:flex-grow">
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              Why this is an active manager’s market in listed property
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  With dispersion high and valuations uneven, owning the index may mean missing the best opportunities in listed property.
</div>

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        Dexus Real Estate Securities
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              7 fundies, 16 stocks, 1 message: The opportunity is now
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  Seven fund managers walked into a sell-off and came out with a shopping list. Here are the 16 stocks they&#39;re backing.
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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 &#39;undisruptable&#39; growth trade that gets better the more AI <span class="whitespace-nowrap">spends<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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  Defensive no more - Resolution Capital&#39;s Mark Jones makes the case for global listed infrastructure as the growth asset of the next decade. 
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              The anti-AI playbook: 8 ASX stocks to own while the market crowds into tech
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  As investors pile into AI, Alvia’s Chris Scarpato is running for the hills and building an anti-AI playbook. Here’s why.
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          <time datetime="2026-05-03T15:53:02+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">May 03, 2026 15:53</time>
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          <div class="sm:flex-grow">
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              5 things the market is missing (for now...)
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  Amidst the macro turmoil, there are several pockets of opportunities for ASX investors. Are you paying attention?
</div>

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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Altair Minerals Ltd</div>
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  <a aria-label="AMI" data-controller="event" data-event-name-value="link_click" data-event-id-value="65552" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-ami">
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Aurelia Metals Ltd</div>
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        Seneca Financial Solutions 
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              Fed Chair nominee Warsh points to a lower measure of inflation to argue for rate cuts
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  Warsh has pointed to a less commonly-used measure of inflation that is close to the Fed&#39;s target.  
</div>

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