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 …
FNArena’s Weekly Insights – November 13 2023
In this week's Weekly Insights: -Between Perception & Reality -Conviction Calls & Best Ideas By Rudi Filapek-Vandyck, Editor Between Perception & Reality Probably the biggest surprise I have come across over the past year or so is the observation that so many investors are firm believers in the 'Market Knows …
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