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          <time datetime="2026-05-27T07:30:20+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">May 27, 2026 07:30</time>
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              All eggs, one basket, no spice
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  Why global investors may be more concentrated than they think
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        India Avenue Investment Management
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          <time datetime="2026-05-27T06:00:25+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">May 27, 2026 06:00</time>
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              Inside the Portfolio: AI, real estate and keeping an eye on big-name IPOs
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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>&quot;There are always opportunities&quot;: Ausbil on how sustainable investing can beat the <span class="whitespace-nowrap">market<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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  Ausbil&#39;s Nicholas Condoleon says the right sustainable investing strategy can still outperform, even if it can&#39;t always follow the crowd.
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              Calm markets are masking real dispersion
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Calm markets are masking real dispersion. The earnings risk in discretionary retail is building and valuations have not caught up.
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        Datt Capital
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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%] ">
              3 reasons why it pays to be an optimist as an investor
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  From loss aversion to information overload, investors are being bombarded by reasons to panic. Here’s why staying optimistic still pays.
</div>

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      <div>
        AMP
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  </div>
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          <time datetime="2026-05-26T11:20:29+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">May 26, 2026 11:20</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%] ">
              There&#39;s a legitimate debate around startups and CGT, but it needs to be had honestly
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Much of the opposition to the proposed CGT changes has been co-opted and the facts misrepresented. This time is no different. 
</div>

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        Livewire Markets
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              Who cut the RBA&#39;s brake wires?
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  C. Joye sees a now entrenched inflation problem, and a paralysed RBA. And sounds like we are in desperate times. So, desperate measures? 
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          <time datetime="2026-05-26T07:27:27+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">May 26, 2026 07:27</time>
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          <div class="sm:flex-grow">
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              Time for some hard truths
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  There is a very real risk that Labor’s budget will push the Aussie economy into recession. The market isn&#39;t priced for that at all.
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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>How agricultural property can go toe-to-toe with <span class="whitespace-nowrap">equities<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">
  Centuria&#39;s Kelvin McKeown on how tech and careful portfolio construction help drive better income returns in the agriculture sector.
</div>

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              Cathie Wood’s contrarian calls: Falling inflation, stronger growth, and Bitcoin over gold
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  The ARK founder says AI-driven productivity could crush inflation and improve America’s deficits.
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          <time datetime="2026-05-25T16:33:45+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">May 25, 2026 16:33</time>
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              Franking credits: the quiet winner of the budget
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  They say every cloud has a silver lining, and for this Federal Budget, that silver lining is franking credits.
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              Has NVIDIA and other AI stocks caused the Nasdaq to become overvalued? (Hint: not even close!)
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  AI stocks are soaring and the doom headlines are out, but a valuation measure used by professional investors tells a more interesting story.
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              Taxed into Oblivion
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  A short story on how governments precipitate financial collapse
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              How CGT changes “level the playing field” for income investing
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Will removing the 50% CGT discount push more investors into dividend producing equities?
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              When BTC trading sideways is bullish: and how HYPE and ZCash are broadening the rally
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  May&#39;s BTC tape did almost nothing. But under the surface, the recovery is already broadening, with HYPE and ZEC leading the rotation.
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          <div class="sm:flex-grow">
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              Where to find value when the benchmark is working against you
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  The benchmark is expensive, but not uniformly so. Antipodes Vihari Ross and James Rodda on the stocks and sectors where that gap is widest. 
</div>

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              The economic cost of fewer homes changing hands
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  State governments may become the Budget’s biggest casualty if fewer property transactions hammer stamp duty revenues.
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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%] ">
              Rent inflation and the missing policy
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  The government plans to remove negative gearing to help renters buy homes. For those who remain renters, the wrong levers are being pulled
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    src="https://www.livewiremarkets.com/rails/active_storage/representations/proxy/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBBbGtKIiwiZXhwIjpudWxsLCJwdXIiOiJibG9iX2lkIn19--926e247a3ace6923cac8af731a9eb3353b42f5ee/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaDdCem9MWm05eWJXRjBTU0lJYW5CbkJqb0dSVlE2RTNKbGMybDZaVjkwYjE5bWFXeHNXd2RwQWNocEFjZz0iLCJleHAiOm51bGwsInB1ciI6InZhcmlhdGlvbiJ9fQ==--d4026b52d9aa7a676b3d70dbe31c85d930184392/Jason_Teh.jpg"
    srcset="https://www.livewiremarkets.com/rails/active_storage/representations/proxy/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBBbGtKIiwiZXhwIjpudWxsLCJwdXIiOiJibG9iX2lkIn19--926e247a3ace6923cac8af731a9eb3353b42f5ee/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaDdCem9MWm05eWJXRjBTU0lJYW5CbkJqb0dSVlE2RTNKbGMybDZaVjkwYjE5bWFXeHNXd2RwQWNocEFjZz0iLCJleHAiOm51bGwsInB1ciI6InZhcmlhdGlvbiJ9fQ==--d4026b52d9aa7a676b3d70dbe31c85d930184392/Jason_Teh.jpg, https://www.livewiremarkets.com/rails/active_storage/representations/proxy/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBBbGtKIiwiZXhwIjpudWxsLCJwdXIiOiJibG9iX2lkIn19--926e247a3ace6923cac8af731a9eb3353b42f5ee/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaDdCem9MWm05eWJXRjBTU0lJYW5CbkJqb0dSVlE2RTNKbGMybDZaVjkwYjE5bWFXeHNXd2RwQWNocEFjZz0iLCJleHAiOm51bGwsInB1ciI6InZhcmlhdGlvbiJ9fQ==--d4026b52d9aa7a676b3d70dbe31c85d930184392/Jason_Teh.jpg 2x"
    alt="Jason Teh"
    style=""
    loading="lazy">
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</a>    </div>
  <div id="profile-link" class="text-heavy-sm md:text-heavy-md text-darkestgray">
    <div>
        <span class="profile-name-hover-container" data-controller="event tooltip" data-event-name-value="contributor_hover_view" data-event-id-value="27627" data-event-statisticable-value="profile" data-event-custom-data-value="{}" data-event-event-value="mouseover" data-tooltip-url-value="/hotwired/hovercards/27627/contributor">
          <a class="hover:underline mr-1" data-controller="event" data-event-name-value="link_click" data-event-view-name-value="summarized_longform_wire_view" data-event-id-value="27627" data-event-statisticable-value="profile" data-event-custom-data-value="{&quot;position&quot;:800,&quot;section&quot;:&quot;latest_feed&quot;}" data-event-ga-category-value="Homepage Latest Feed" data-event-ga-action-value="link_click" href="/contributors/jason-teh">Jason Teh</a>
</span>    </div>
      <div>
        Vertium Asset Management
      </div>
  </div>
</div>

        </div>
        <div class="hidden lg:block lg:mt-4 mx-4 w-1 h-4 border-l border-gray-300"></div>
        <div class="mt-4 flex items-center text-heavy-sm md:text-heavy-md text-darkestgray">
          <div class="flex items-center mr-4">
            <div id="wire-listing-like-65728" data-load-engagement-count-target="like" data-wire-id="65728" data-position="800">
                <button
  class="lw-button tertiary_gray xs icon-only "
  
  data-turbo-stream-url-value="/hotwired/likes/65728/wire/800/like"
  data-controller="
    event 
     
    
    
    turbo-stream 
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  data-controller="event turbo-stream " data-event-name-value="like_clicked" data-event-view-name-value="" data-event-id-value="65728" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;position&quot;:800,&quot;section&quot;:&quot;latest_feed&quot;}" data-event-ga-category-value="latest_feed" data-event-ga-action-value="like_clicked" data-event-ga-label-value="" data-turbo-stream-method-value="post"
  
  
  aria-label=home_like
  
  
  
>
  <svg class="home_like">
  <use xlink:href="#home_like"></use>
</svg>

  
  
  
</button>


</div>            <div class="flex items-center ml-1">
              <div id="comment-link-65728" data-load-engagement-count-target="comment" data-wire-id="65728" data-position="800">
    <a
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  data-controller="
    event 
     
    
    
     
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  aria-label=comment
  
  
  
>
  <svg class="home_comment">
  <use xlink:href="#home_comment"></use>
</svg>

  
  
  
</a>

</div>
            </div>
            <div id="wire-listing-stats-65728" data-load-engagement-count-style-value="listing" data-load-engagement-count-target="stats" data-wire-id="65728" data-position="800" data-style="listing" data-device-type="desktop"></div>
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    <div class="flex flex-row-reverse">
        <time datetime="2026-05-23T16:40:24+10:00" data-controller="datetime" class="hidden sm:block sm:flex-none order-1 w-36 uppercase pre-header-sm lg:pre-header-md text-darkgray">May 23, 2026 16:40</time>
    </div>
</div>


      </div>
    </div>
</div>

  </div>
</template></turbo-stream>
  <turbo-stream action="update" target="pagination"><template>
    <a rel="next" href="/hotwired/feeds/latest?cache_prefix=latest_wire&amp;cursor=2026-05-23+16%3A40%3A24+%2B1000&amp;last_position=800"></a>
</template></turbo-stream>
