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          <time datetime="2026-07-31T09:00:02+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">July 31, 2026 09:00</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%] ">
              Summarising my current AI thesis – Part 2
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  How to respondAcross my articles and media commentaries, I have emphasised that preparing for an artificial intelligence (AI) re-pricing is not about timing a top or...
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        Montgomery Investment Management
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              Why time in the market beats market timing
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  How time is an investor’s biggest advantage.
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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%] ">
              Did ASX software stocks just find their catalyst?
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Kerry Sun&#39;s chart shows ASX software stocks are stirring. Ben Clark and Henry Jennings explain why Microsoft&#39;s results could add momentum.
</div>

          </div>
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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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  Will the trillions of dollars being poured into artificial intelligence by the hyperscalers ultimately earn an adequate return?
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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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              International bank stocks are crushing the Big Four. Is it time to switch sides?
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  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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            <h2 class="mt-2 headline-md lg:headline-xl lg:group-hover:underline sm:max-w-full max-w-[60%] ">
              The Fed defies market expectations and keeps rates on hold
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  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...
</div>

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  Unlocking new revenue streams while benefitting from AI-driven cost cuts underpins an enviable—and underappreciated—earnings outlook.
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        Contrarius Australia
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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 4 most-traded ASX stocks by SMSFs - which 2 are the brokers a buy on?
            </h2>
            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  These 4 stocks were the most popular with SMSF investors in FY26. Here&#39;s how the brokers are seeing them right now. 
</div>

          </div>
</a>      </div>
        <div class="pt-4 pb-4 sm:hidden">
          <div class="flex gap-2">
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    <div
  class="lw-badge rounded-2xl  md"
  
  
>
  <div class="flex items-center gap-2">
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  </div>
</div>

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  <div>
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">BHP Group Ltd</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:BHP</div>
        </div>
      </div>
</a>    <div class="px-4 mt-0.5">
      <div class="flex items-center py-4 border-t border-light">
        <div class="flex-grow text-darkestgray text-bold-sm" id="followed-count-stock_code-318">
            Followed by<span class="font-bold text-gray-700"> 2374 </span>people
        </div>
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  class="follow-stock-code-318-stock-code-tooltip-hovercard"
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</div>

    <div class="h-0 w-full flex justify-center">
      <div class="border-6 border-tooltipDownArrowLight"></div>
    </div>
  </div>
</div>

    <div data-controller="tooltip">
  <a aria-label="CSL" data-controller="event" data-event-name-value="link_click" data-event-id-value="66200" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-csl">
    <div
  class="lw-badge rounded-2xl  md"
  
  
>
  <div class="flex items-center gap-2">
    <span class="text-bold-md">CSL</span>
  </div>
</div>

</a>  <div class="hidden" data-tooltip-target="content">
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  <div>
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">CSL Ltd</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:CSL</div>
        </div>
      </div>
</a>    <div class="px-4 mt-0.5">
      <div class="flex items-center py-4 border-t border-light">
        <div class="flex-grow text-darkestgray text-bold-sm" id="followed-count-stock_code-575">
            Followed by<span class="font-bold text-gray-700"> 1578 </span>people
        </div>
          <div 
  class="follow-stock-code-575-stock-code-tooltip-hovercard"
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  data-followable-type="stock_code"
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      </div>
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  </div>
</div>

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      <div class="border-6 border-tooltipDownArrowLight"></div>
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  </div>
</div>

    <div data-controller="tooltip">
  <a aria-label="WDS" data-controller="event" data-event-name-value="link_click" data-event-id-value="66200" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-wds">
    <div
  class="lw-badge rounded-2xl  md"
  
  
>
  <div class="flex items-center gap-2">
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</a>  <div class="hidden" data-tooltip-target="content">
    <div class="w-80 rounded-md overflow-hidden shadow-horver-card border border-light">
  <div>
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Woodside Energy Group Ltd</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:WDS</div>
        </div>
      </div>
</a>    <div class="px-4 mt-0.5">
      <div class="flex items-center py-4 border-t border-light">
        <div class="flex-grow text-darkestgray text-bold-sm" id="followed-count-stock_code-11561">
            Followed by<span class="font-bold text-gray-700"> 565 </span>people
        </div>
          <div 
  class="follow-stock-code-11561-stock-code-tooltip-hovercard"
  data-load-engagement-count-target="follow"
  data-followable-type="stock_code"
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      </div>
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  </div>
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    <div class="h-0 w-full flex justify-center">
      <div class="border-6 border-tooltipDownArrowLight"></div>
    </div>
  </div>
</div>

    <a class="px-1 py-0.5 text-bold-md text-nav-item" data-controller="event" data-event-name-value="link_click" data-event-id-value="66200" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/wires/the-4-most-traded-asx-stocks-by-smsfs-which-2-are-the-brokers-a-buy-on">
      +1
</a></div>

        </div>
        <div class="pt-4 pb-4 lg:pb-2 hidden sm:block">
          <div class="flex gap-2">
    <div data-controller="tooltip">
  <a aria-label="BHP" data-controller="event" data-event-name-value="link_click" data-event-id-value="66200" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-bhp">
    <div
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>
  <div class="flex items-center gap-2">
    <span class="text-bold-md">BHP</span>
  </div>
</div>

</a>  <div class="hidden" data-tooltip-target="content">
    <div class="w-80 rounded-md overflow-hidden shadow-horver-card border border-light">
  <div>
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      <div class="p-4 flex group">
        <div class="flex flex-col">
          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">BHP Group Ltd</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:BHP</div>
        </div>
      </div>
</a>    <div class="px-4 mt-0.5">
      <div class="flex items-center py-4 border-t border-light">
        <div class="flex-grow text-darkestgray text-bold-sm" id="followed-count-stock_code-318">
            Followed by<span class="font-bold text-gray-700"> 2374 </span>people
        </div>
          <div 
  class="follow-stock-code-318-stock-code-tooltip-hovercard"
  data-load-engagement-count-target="follow"
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      </div>
    </div>
  </div>
</div>

    <div class="h-0 w-full flex justify-center">
      <div class="border-6 border-tooltipDownArrowLight"></div>
    </div>
  </div>
</div>

    <div data-controller="tooltip">
  <a aria-label="CSL" data-controller="event" data-event-name-value="link_click" data-event-id-value="66200" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-csl">
    <div
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>
  <div class="flex items-center gap-2">
    <span class="text-bold-md">CSL</span>
  </div>
</div>

</a>  <div class="hidden" data-tooltip-target="content">
    <div class="w-80 rounded-md overflow-hidden shadow-horver-card border border-light">
  <div>
    <a data-controller="event" data-event-name-value="link_click" data-event-id-value="575" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-csl">
      <div class="p-4 flex group">
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">CSL Ltd</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:CSL</div>
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</a>    <div class="px-4 mt-0.5">
      <div class="flex items-center py-4 border-t border-light">
        <div class="flex-grow text-darkestgray text-bold-sm" id="followed-count-stock_code-575">
            Followed by<span class="font-bold text-gray-700"> 1578 </span>people
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          <div 
  class="follow-stock-code-575-stock-code-tooltip-hovercard"
  data-load-engagement-count-target="follow"
  data-followable-type="stock_code"
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      </div>
    </div>
  </div>
</div>

    <div class="h-0 w-full flex justify-center">
      <div class="border-6 border-tooltipDownArrowLight"></div>
    </div>
  </div>
</div>

    <div data-controller="tooltip">
  <a aria-label="WDS" data-controller="event" data-event-name-value="link_click" data-event-id-value="66200" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-wds">
    <div
  class="lw-badge rounded-2xl  md"
  
  
>
  <div class="flex items-center gap-2">
    <span class="text-bold-md">WDS</span>
  </div>
</div>

</a>  <div class="hidden" data-tooltip-target="content">
    <div class="w-80 rounded-md overflow-hidden shadow-horver-card border border-light">
  <div>
    <a data-controller="event" data-event-name-value="link_click" data-event-id-value="11561" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-wds">
      <div class="p-4 flex group">
        <div class="flex flex-col">
          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Woodside Energy Group Ltd</div>
            <div class=" text-darkestgray truncate font-sans leading-4 font-semibold capitalize text-heavy-md">ASX:WDS</div>
        </div>
      </div>
</a>    <div class="px-4 mt-0.5">
      <div class="flex items-center py-4 border-t border-light">
        <div class="flex-grow text-darkestgray text-bold-sm" id="followed-count-stock_code-11561">
            Followed by<span class="font-bold text-gray-700"> 565 </span>people
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          <div 
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  data-load-engagement-count-target="follow"
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      </div>
    </div>
  </div>
</div>

    <div class="h-0 w-full flex justify-center">
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  </div>
</div>

    <div data-controller="tooltip">
  <a aria-label="WTC" data-controller="event" data-event-name-value="link_click" data-event-id-value="66200" data-event-statisticable-value="wire" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tags&quot;}" href="/stock_codes/asx-wtc">
    <div
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  <div class="flex items-center gap-2">
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    <a data-controller="event" data-event-name-value="link_click" data-event-id-value="2183" data-event-statisticable-value="stock_code" data-event-custom-data-value="{&quot;section&quot;:&quot;stock_code_tooltip&quot;}" href="/stock_codes/asx-wtc">
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          <div class="text-heavy-17 text-body truncate truncate-two-lines break-words group-hover:underline ">Wisetech Global Ltd</div>
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</a>    <div class="px-4 mt-0.5">
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      <div>
        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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      <div>
        Livewire Markets
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            <a class="pre-header-sm lg:pre-header-md uppercase text-primary hover:underline" href="/reporting-season">Reporting Season</a>

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          <time datetime="2026-07-29T13:50:40+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">July 29, 2026 13:50</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%] ">
              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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        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%] ">
              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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        Livewire Markets
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          <time datetime="2026-07-29T09:26:33+10:00" data-controller="datetime" class="pre-header-sm lg:pre-header-md uppercase text-darkgray sm:hidden">July 29, 2026 09:26</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%] ">
              Emerging markets delivered 43% in FY26: How ClearBridge played it and where it&#39;s looking next
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  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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              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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        Global X ETFs
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              Morgans&#39; August reporting playbook (plus 8 stocks to watch)
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            <div id="wire-summary" class="paragraph-sm text-darkestgray break-word mt-2 sm:paragraph-xs lg:paragraph-lg">
  Broad earnings growth provides a sound fundamental backdrop and yield is likely to take the spotlight. 
</div>

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        Morgans Financial
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