FNArena’s Weekly Insights – November 27 2023
In this week's Weekly Insights: -All-Weather Portfolio In 2023 -Conviction Calls & Best Ideas By Rudi Filapek-Vandyck, Editor All-Weather Portfolio In 2023 This week I am visiting Melbourne on invitation of the Big Australian, BHP Group ((BHP)), hence this week's Weekly Insights is written from an inner-city, Melbournian hotel room. …
Bassanese Bites: December rate risk – November 27 2023
Global markets Global equities continued to grind higher last week as the main event – the Fed minutes – did little to dissuade markets from the view that the Fed has finished raising interest rates. With inflation continuing to ease and some signs of softening in …
FNArena’s Weekly Insights – November 20 2023
In this week's Weekly Insights: -Quality In Stocks; What Is It Good For? -Conviction Calls & Best Ideas -FNArena Talks By Rudi Filapek-Vandyck, Editor Quality In Stocks; What Is It Good For? Institutional investors and grey-haired market commentators often refer to it; Quality. But what is it exactly and does it really …
Bassanese Bites: Stone-cold stunning – November 20 2023
Global markets Global equities rose for the third week in a row as a slightly lower-than-expected US CPI result led to a chunky decline in bond yields and increased hopes that the Fed has finished raising interest rates. A further easing in oil prices contributed to …
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