FNArena’s Weekly Insights – July 08 2024
In this week's Weekly Insights: All-Weather Portfolio in FY24; Growth Not Value By Rudi Filapek-Vandyck, Editor We all experience the share market through our own portfolio, which might explain why so many voices remain downbeat, if not straightforward negative about the local market and its prospects. In contrast to …
Bassanese Bites: A jump to the left – July 08 2024
Global markets – week in review US stocks bounced back last week and bond yields eased as soft economic data supported the idea of rate cuts this year. With regard to US economic activity, markets are still in a “bad news is good news” mode. The early …
FNArena’s Weekly Insights – July 01 2024
In this week's Weekly Insights: -Diverging Risks In A Polarised Market -Special Report on GenAi, investing in the fourth industrial revolution By Rudi Filapek-Vandyck, Editor Diverging Risks In A Polarised Market One of the proprietary data insights from FNArena is the balance between Buy-Hold-Sell (and equivalent) ratings for those stockbrokers …
Bassanese Bites: A step to the right – July 01 2024
Global markets – week in review US stocks edged back last week despite a reassuringly benign US inflation report. Buyer exhaustion and concern over the impending French elections likely held back stocks. Overall global stocks edged higher, helped by solid gains in Japan. The major global highlight …
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