FNArena’s Weekly Insights – May 27 2024
It's Special vs Cheap, But Who's Most At Risk? By Rudi Filapek-Vandyck, Editor From the moment one starts looking for that 'special' corporate quality on the ASX, it is but a matter of time before the focus zooms in on IT services provider TechnologyOne ((TNE)). Last week's interim …
Bassanese Bites: Breather – May 27 2024
kers who reiterated the view that – while rate further rate hikes seem unlikely – rate cuts are also unlikely anytime soon. There was little joy in New Zealand last week either, with the RBNZ Monetary Policy Statement upgrading its inflation and interest rate outlook, while downgrading its growth …
FNArena’s Weekly Insights – May 20 2024
In this week's Weekly Insights: -Rate Cuts Equal Optimism -All-Weather Model Portfolio -Model Portfolios, Best Buys & Conviction Calls By Rudi Filapek-Vandyck, Editor Rate Cuts Equal Optimism This might surprise a few readers, but the Australian share market is up more than 3% ex-dividends since the start of the calendar year. Assuming …
Bassanese Bites: Record highs – May 20 2024
Global markets – week in review The global equity market rebound continued into its fourth week thanks to a US CPI inflation report which – for the first time in several months – failed to surprise on the upside. Softer retail spending and a patient Fed …
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