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          <time datetime="2026-06-12T10:04:22+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">June 12, 2026 10:04</time>
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              9 best ASX stock picks from the Morgan Stanley Summit (and the one chosen twice)
            </h2>
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  The top stock picks from small cap, global and Australian fundies including Andrew Mitchell, Qiao Ma and Tobias Yao.
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              ECB makes unanimous decision to hike
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  President Christine Lagarde characterised the decision as a measured response given the balance of risks facing the outlook.
</div>

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              Nev Power-led Killi aims to be niche supplier of high-value iron ore to low-emission mills
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  Plus, Beament’s Develop set to be Trafigura’s mining arm. And Larvotto bid sees Hammer join growing list of disappearing ASX copper stocks. 
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    <div data-controller="tooltip">
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              Is the reduction in housing affordability encouraging risk taking?
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  I take a closer look at the potential for an increase in &#39;risk taking&#39; associated with the decline in housing affordability.
</div>

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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              The shovel sellers are making the money: Gerard Minack on the AI not-quite bubble
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  The macro strategy expert says AI is an earnings bubble, not a valuation bubble, but it still needs to deliver real revenue.  
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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>Why Australian mortgage debt remains a resilient portfolio <span class="whitespace-nowrap">anchor<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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  Chasing yield in a tightening credit market is getting riskier. Australian mortgage debt makes a compelling case for capital stability.
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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: 5 ASX tech stocks bouncing back from the <span class="whitespace-nowrap">SaaS-pocalypse<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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  Five ASX tech stocks have fallen hard and started to bounce. Matthew Kidman asks Jun Bei Liu and James Gerrish if they’re buys.
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              Momentum is now every investor&#39;s dilemma
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  Markets are changing, with excessive volatility the new hallmark. How to respond is quickly turning into investors&#39; key challenge.
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              The stay-at-home mum caught in Labor&#39;s CGT crossfire
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  Morgans warns Labor&#39;s proposed 30% base capital gains tax could crush the after-tax returns of Australia&#39;s forgotten investors.
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              World Cup fever: insights from the wisdom of crowds
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  What a simple model reveals about the World Cup, the wisdom of crowds and where that wisdom runs out.
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        Savana Active ETFs
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              US inflation rises amid energy and Middle Easy pressures
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Today’s inflation report reflects ongoing price pressures tied to the Middle East conflict, though the impact remains relatively contained. Headline inflation,...
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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>Big wins, big downside: How Fidelity is avoiding risk but still looking for <span class="whitespace-nowrap">winners<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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  Macro shocks aren&#39;t going anywhere, and that&#39;s making an already expensive global equities market a high-risk place to be making big moves.
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              My dad warned me about IPOs. He might still be right
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  The businesses are extraordinary. The valuations are another story. Here&#39;s what two fund managers think.
</div>

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              The market screams hot stocks. Great investors stick to the process
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  While investors pile into AI winners and trillion-dollar stocks, Greg Dean is hunting unhyped businesses where valuations are falling.
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              Australian small caps: the widest valuation discount in a decade
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  The conditions that produced that discount are now visibly turning. Two charts frame the opportunity. 
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        Blackwattle Investment Partners
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              SpaceX and the index machine
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  The largest IPO in history lists Friday. Mechanical, price-insensitive buying will follow, and index rules have been rewritten to allow it.
</div>

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        Pengana Capital Group
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              AI’s long-term investment potential continues to ratchet up
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  AI-related stocks and companies involved in AI hardware and cloud services are gaining significant market traction.
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        BNP Paribas Asset Management
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              What England&#39;s overrated football team teaches us about investing
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  It&#39;s not coming home.
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        ETF Shares
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