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          <time datetime="2026-07-31T06:00:16+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">July 31, 2026 06:00</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>Why Katana is holding 24% cash, plus 2 ASX stocks that still make the <span class="whitespace-nowrap">cut<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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  Katana has lifted cash to 24% amid concerns about global valuations, but Sala Tenna still sees compelling opportunities in two ASX names.
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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: 3 market leaders (and 2 big <span class="whitespace-nowrap">buys)<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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  Telstra, Car Group and Seek all hold market leading positions but each faces challenges and disruption. 
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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              If Australia had &#39;Albo Accounts&#39;, which ETF should make the cut?
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Trump Accounts have a single default ETF. We asked three advisers which ASX fund they&#39;d nominate for long-term Australian investors.
</div>

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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Betashares Diversified All Growth ETF</div>
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              The AI trillion-dollar question spooking markets: Will hyperscalers justify the biggest spending spree in history?
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  Will the trillions of dollars being poured into artificial intelligence by the hyperscalers ultimately earn an adequate return?
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        Plato Investment 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%] ">
              We need more &#39;platforms&#39; like Reddit to stop AI turning humans into robots
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Reddit shares might be a solution to preventing AI model inbreeding.
</div>

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        Mintwell
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              $62 billion and counting: ASX short sellers are on the hunt ahead of reporting season
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  Short interest on the ASX 200 is up 34% since February. Now is not the time to be posting disappointing results. 
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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%] ">
              International bank stocks are crushing the Big Four. Is it time to switch sides?
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  The world&#39;s biggest banks are back. Tom Wickenden explains why they now offer stronger growth, rising dividends and value.
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              The Fed defies market expectations and keeps rates on hold
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  At its July meeting, the Federal Open Market Committee (FOMC) left the target range for the federal funds rate unchanged at 3.50%-3.75% for a fourth consecutive...
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              The 4 most-traded ASX stocks by SMSFs - which 2 are the brokers a buy on?
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  These 4 stocks were the most popular with SMSF investors in FY26. Here&#39;s how the brokers are seeing them right now. 
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        Livewire Markets
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          <time datetime="2026-07-30T06:00:06+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">July 30, 2026 06:00</time>
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              Opening the doors to L1 Capital - FY26&#39;s top performing Australian equities manager
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  L1 Capital claimed the top two spots in Livewire&#39;s FY26 Australian equity fund rankings. We went behind the scenes to find out why.
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              Rio Tinto delivered a cracking result. Is there more upside from here?
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  Rio&#39;s 1H result exceeded expectations. Michael Slack explains what impressed him, where value remains &amp; the risks investors shouldn&#39;t ignore
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              ASX healthcare hammered! Where’s the bottom for CSL, COH, RMD and TLX?
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  Consensus forecasts for ASX healthcare stocks suggest the market is punishing something other than a genuine earnings collapse.
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Resmed Inc</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%] ">
              Emerging markets delivered 43% in FY26: How ClearBridge played it and where it&#39;s looking next
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Few sectors could match the performance seen across certain parts of the emerging markets sector in 2026. And the story is still being told.
</div>

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          <div class="sm:flex-grow">
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              The return of Australia’s income trade
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  Investors may need to focus on after-tax outcomes; investing as not simply as a source of portfolio cash flow, but a source of tax alpha.
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              Morgans&#39; August reporting playbook (plus 8 stocks to watch)
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  Broad earnings growth provides a sound fundamental backdrop and yield is likely to take the spotlight. 
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        Morgans Financial
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              4 innovative ASX companies according to top performing small-cap fund managers
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  Three of FY26&#39;s top-performing Aussie equity funds&#39; managers name the most innovative company in their fund. 
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              MA Financial on 3 credit opportunities for FY27 and AI&#39;s $100tn buildout
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  Frank Danieli on the &quot;high conviction&quot; asset class it&#39;s still backing and why AI is both an opportunity and threat for lenders right now. 
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        Livewire Markets
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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 economics of happiness – why it’s been falling and what to do about it?
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Despite decades of material progress, Australians are no happier. Here&#39;s what the data reveals about the real culprits.
</div>

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        AMP
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          <time datetime="2026-07-28T10:11:07+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">July 28, 2026 10:11</time>
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              Blackstone&#39;s mid-year investment perspectives
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  The outlook remains constructive, though not without risks that could create periods of volatility along the way. 
</div>

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