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Earnings outlook murky after mixed reporting season cards: Analysts
Despite continuing strong economic data for Australia, markets have forecast significant earnings downgrades, and results have been mixed so far. But a main...
Global supply chains sweating on Panama precipitation levels
It's deja vu for global supply chains, but this time it isn't a wayward tanker in the Suez Canal, but rather a lack of water in the Panama Canal that is...
Process over performance with high conviction: Claremont Global's Bob Desmond
Focussing on a concentrated portfolio of quality and growing stocks can expose investors to strong profit growth and some of the best companies in the world,...
Did the great recession of 2023 just pass us by, or is it still lurking?
Did one of the most widely forecast recessions just fail to materialise, Neuberger Berman asks, or are we entering a false dawn that could see investors trip...
Howard Marks on market dislocation and remarkable credit opportunities
The legendary investor says we're in the midst of the third major shift he's seen in his 50-year career, as a decades-long low-interest-rate environment shifts...
The disorder of the Phoenix: A Ruffer story
Hatry's downfall certainly provides a cautionary tale of the dangers of financial excess and the depths individuals will plumb in seeking to avoid exposure and...
Soft landing harder to find as economy proves resilient to inflation
Signs of rising economic optimism in Australia don't change the narrative on the risk of recession, with chances remaining high for a deep downturn in...
Beware the 'aggressive optimism' around overvalued tech stocks: Atrium
Technology stocks at the big end of the S&P500 have enjoyed a (mostly) golden run, but Atrium Investment's Brendan Paul warns that Nvidia's astronomical...
Inflation range in view, but is it close enough to stop further rate hikes?
The rate hiking cycle may be reaching its zenith, with inflation showing signs of a plateau. The next few months will be pivotal, Neuberger Berman says, which...
Rosy outlook for corporate earnings may turn out grey
Corporate profit growth is expected to moderate, especially in sectors focused on consumer sales, and mining companies have seen large downgrades. Meanwhile,...
Central banks wield weapon of choice in the inflation battle
The use of interest rates by the RBA and other central banks as a means to tackle inflation is a critical economic mechanism, writes adviser David Simon. The...
Impending US recession provides opportunities for sage investors: Royce
Fear of an impending recession in the US has been hashed out for more than 18 months now, says Francis Gannon. The reasons are myriad, but not enough people...
So who has more advisers per capita, the US or Australia?
The barriers to enter the advice profession differ significantly between the two nations, as do the regulatory parameters. Despite the differences, the US and...
When investing with discretion is the better part of valour: Ruffer
It is striking how little little yield premium equities are offering over the official interest rate at them moment, says Ruffer's Steve Russel. Investors may...