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          <time datetime="2026-07-25T15:45:09+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">July 25, 2026 15:45</time>
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              Media worth consuming – July 2026
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  Interesting and under the radar media on finance, economics, politics and society.
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        Narrow Road Capital
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          <time datetime="2026-07-24T13:53:42+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">July 24, 2026 13:53</time>
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              Morningstar: 5 undervalued ASX sectors to watch as the market turns expensive
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  And a once-in-two-decade sector opportunity for investors.
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Charter Hall Social Infrastructure REIT</div>
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              ECB makes a hawkish hold
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  As expected, the European Central Bank (ECB) kept policy rates unchanged today, following a hike at its last meeting. Rates on the deposit facility, main refinancing...
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              Strong lithium cashflows to be key highlight of imminent quarterlies
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  Commentary on demand/price expectations will be next re-rerating event; Plus, Great Southern starts drilling at big Queensland gold target.
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              <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: 6 ASX stocks in the doghouse - which will bark back in <span class="whitespace-nowrap">FY27?<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">
<path d="M3 16.5C3 15.1193 4.11929 14 5.5 14C6.88071 14 8 15.1193 8 16.5V18.5C8 19.8807 6.88071 21 5.5 21C4.11929 21 3 19.8807 3 18.5V16.5Z" fill="#19202D"></path>
<path d="M16 16.5C16 15.1193 17.1193 14 18.5 14C19.8807 14 21 15.1193 21 16.5V18.5C21 19.8807 19.8807 21 18.5 21C17.1193 21 16 19.8807 16 18.5V16.5Z" fill="#19202D"></path>
<path d="M21 18V12C21 7.02944 16.9706 3 12 3C7.02944 3 3 7.02944 3 12V18M5.5 21C4.11929 21 3 19.8807 3 18.5V16.5C3 15.1193 4.11929 14 5.5 14C6.88071 14 8 15.1193 8 16.5V18.5C8 19.8807 6.88071 21 5.5 21ZM18.5 21C17.1193 21 16 19.8807 16 18.5V16.5C16 15.1193 17.1193 14 18.5 14C19.8807 14 21 15.1193 21 16.5V18.5C21 19.8807 19.8807 21 18.5 21Z" stroke="#19202D" stroke-width="1.5" stroke-linecap="round" stroke-linejoin="round"></path>
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Hugh Dive (Atlas) and Jason Teh (Vertium) sort the woofs from the whimpers across six of the ASX&#39;s biggest dogs of FY26.
</div>

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      +3
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Amcor Plc</div>
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              Think you’re well diversified? Think again (plus 3 stocks that can help)
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  A staggering 90% of global assets are highly correlated with the S&amp;P 500. So, how can investors find true diversification?
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              Super fund comparison and the different paths to double-digit returns
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Let’s be honest, it hasn’t been difficult to generate double-digit returns in the post-COVID regime. But how did you get there?
</div>

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        Livewire Markets
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          <time datetime="2026-07-23T11:08:23+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">July 23, 2026 11:08</time>
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              Is a stronger Yen just a matter of time?
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  Bank of Japan quantitative tightening has compressed the spread between Japanese and global bond yields, even as the Yen hits new lows. 
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        Senjin Capital
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              Why WAM Active is going for gold and still backing miners
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  A fast-moving market means cyclical trends are coming back around quicker than ever. Here&#39;s where WAM&#39;s Shaun Weick sees opportunities. 
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        Livewire Markets
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          <div class="sm:flex-grow">
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              Crypto&#39;s most active bear market ever
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  Prices are down while activity is at all time high, that relationship wont hold much longer.
</div>

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        Merkle Tree Capital 
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              Tax reforms set to reshape traditional approach to portfolio construction
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  The recent Federal Budget reforms to Capital Gains Tax (CGT) and negative gearing add further pressure to a more challenging environment. 
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        Zagga Investments
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              Cheap Chinese AI models like Kimi are not a threat to US tech
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  Chinese AI models such as Kimi may appear to threaten US tech, but faster AI adoption could increase demand across the entire supply chain.
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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>Superhuman stockpicking: VanEck on how AI could change the game for <span class="whitespace-nowrap">investors<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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  AI has helped investors summarise and distill data. Now it could be actually making our investing decisions. 
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              Forget SpaceX, here are the worst IPOs of all time
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  On raw numbers, SpaceX&#39;s ongoing slide will be hard to beat, but it still doesn&#39;t hold a candle to some of the stock market&#39;s worst debuts. 
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              5 ASX and global companies to hold for the next 10 years
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  The quality compounders to help you sleep at night, according to the experts.
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          <time datetime="2026-07-22T06:00:07+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">July 22, 2026 06:00</time>
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              60/40 isn&#39;t dead. Taking a passive approach may be
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  The old rules of portfolio construction no longer stack up. A brave new world demands a more active way of thinking about asset allocation
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              AI is making intelligence cheap. What comes next?
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  As AI makes intelligence abundant, value is shifting to judgment, trusted workflows and the companies that turn ideas into action.
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              9 key charts for investors to keep an eye on amidst oil and AI worries
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  Share markets had a strong first half despite the oil supply shock as expectations for de-escalation and the AI boom provided an offset. 
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        AMP
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              The highest yields in 15 years are creating an opportunity to generate efficient income
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  Higher bond yields and a changing economic backdrop are making investment-grade bonds an increasingly attractive source of portfolio income.
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        VanEck
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</div>

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>
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  <turbo-stream action="update" target="pagination"><template>
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