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Challenges and opportunities exist for long term 'quality' investors
A recession is looking more than likely with the global equities market deteriorating and valuations coming under pressure, says Bell Asset Management.
Bubble spotting as much art as science: Ruffer
The analysis required to distinguishing the hot from the irrationally over-heated is about more than numbers, according to Ruffer's Lauren French.
Reporting Wrap: CSL, Redbubble & Magellan
Earnings season is in full swing, with companies providing results from FY22 and outlooks for the year ahead. Here we summarise recent results of three popular...
Market snapback likely to be 'short-lived', short positions warranted: Sage
With bad news priced in, long-short manager Sean Fenton is positive on returns.
'If we have to, we'll drive the bus': Putting money to work in the dislocation
HMC Capital sees "fantastic opportunities" in current market dislocation.
2022 Emerging Markets Mid-Year Outlook: Navigating Opportunities and Headwinds
Despite the -16.3% year-to-date (YTD) performance,1 we are impressed with the resilience of Emerging Market (EM) equities. In any year with the S&P down...
Higher inflation, recession more likely: Franklin Templeton
Late July news of the Federal Reserve (Fed) increasing interest rates another 0.75% and a second negative quarter of economic growth (GDP) has created an...
From inflation to recession, Joseph Kalish calls it as it is
Inflation may be peaking but no recession in sight says Joseph Kalish.
A structural evolution or risky business?
Following a decade-long run of low-interest rates and rising asset prices, many companies took the opportunity to load up on cheap deb
<strong>BofA fund manager survey suggests markets could bounce</strong>
Chief Strategist Michael Hartnett at Bank of America (BofA) comically titled the July fund manager survey "I'm so bearish I'm bullish".
Long-term performance potential intact for Responsible Investments
A weak June quarter 2022, driven by a higher-than-expected US May inflation reading, managed to spook investors and cause a sell-off in markets, making it one...
Is all the bad news factored-in?
With this week's worse-than-expected inflation numbers, all eyes are centred on the Federal Reserve, which is now expected to hike rates even more aggressively.
Fixed mortgages cliff coming, economy could slow
As fixed mortgages expire in Australia, households will be hit by higher interest costs on variable mortgages which will threaten consumer spending and...
Consumer, business confidence sink as inflation bites
Tuesday provided a dour outlook for the Australian economy as inflation continues to dent consumer and business confidence.