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          <time datetime="2026-07-15T06:00:37+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">July 15, 2026 06:00</time>
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              Top UK fund manager reckons buying the dip and holding is broken
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  Being greedy when others are fearful is becoming a miserable strategy. A famous British fundie says it&#39;s time to stop fighting the trend.
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          <time datetime="2026-07-14T14:07:53+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">July 14, 2026 14:07</time>
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              Why have Australian living standards “fallen” and how do we fix it?
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  The cost-of-living crisis is only part of the story. Australia&#39;s productivity slump is the bigger threat to prosperity.
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              El Niño and the ASX: the stocks set to win and lose
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  El Niño may lead to drought, supply chain chaos, inflation, and other negatives – but it will also result in winners and losers on the ASX.
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              Insights from Singapore: Australia’s AI edge lies in the infrastructure race
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  As AI shifts from software to physical infrastructure, Australia’s land, energy and security profile position it to benefit.
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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 the &quot;Sell America&quot; hype was only ever just that
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Why filtering noise, why a long-term focus, and why independence all matter. A lot.
</div>

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        Koda Capital
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        Quay Global Investors
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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 top-performing Australian equities funds of FY26
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  In a lacklustre year for the ASX, it was a very different story for the active managers who made this list.
</div>

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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%] ">
              Is Simandou really a &#39;Pilbara killer&#39;? What the iron ore sell-off means for BHP, RIO and FMG
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  A new African mega-mine sent the iron ore price tumbling, and BHP, RIO and FMG with it. Is the Simandou threat real or overblown? 
</div>

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        Livewire Markets
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          <div class="sm:flex-grow">
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              The great market broadening is just getting started
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Cooling inflation and improving market breadth are creating a more supportive backdrop for small-cap investors.
</div>

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        Ophir Asset Management
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              Saaspocalypse? Not Now!
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  Why it&#39;s important to remember that not all software businesses are built the same.
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          <div class="sm:flex-grow">
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              A biotech renaissance
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  Strong clinical data, record deal activity and renewed investor confidence are driving the next phase of growth and outsized returns.
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              Up 75% in a year: The ASX stocks this portfolio likes now
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  WAM Active smashed its performance record over the last 12 months. Here, portfolio manager Shaun Weick talks us through the strategy.  
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          <time datetime="2026-07-13T09:57:03+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">July 13, 2026 09:57</time>
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              The wisdom of many models: no single model is wise enough
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  One model is a liability. An ensemble of many models beats the best of them, just as a diverse crowd beats its cleverest member.
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              Why we are neutral Australian equities
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  The outlook is mixed but we believe a neutral allocation to Australian equities remains most appropriate
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              The top-performing global equity funds for FY26
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  A bumper year for global stocks has translated to some big returns across the global fund landscape. 
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              Beyond the chips five thematics from our US trip
            </h2>
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  A recent US trip took us across five cities surfacing five thematics from an AI build-out to structural defence spending. 
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          <time datetime="2026-07-13T08:40:04+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">July 13, 2026 08:40</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%] ">
              A new exceptionalism
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Despite persistent macro uncertainty, the global economy remains supported by the AI investment cycle. While the initial benefits were concentrated among U.S....
</div>

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