FNArena’s Weekly Insights – July 04 2022
In this week's Weekly Insights: -Are We There Yet? -Minus 20% -Conviction Calls -Asset Classes Over The Decades -FNArena Talks By Rudi Filapek-Vandyck, Editor FNArena Are We There Yet? Bank of America Securities Chief Investment Strategist Michael Hartnett put it as follows when the June results of the global fund manager survey were …
Bassanese Bites: Bad news is bad – July 04 2022
Week in review Global stocks weakened last week as the previous week’s hope of a soft landing morphed into fears of a hard landing, especially given a plunge in US consumer expectations and a weak ISM manufacturing report. Note, moreover, Wall Street weakened despite a slightly …
FNArena’s Weekly Insights – June 27 2022
In this week's Weekly Insights: -Balancing Between Opportunity & Risks -Conviction Calls -FNArena Talks By Rudi Filapek-Vandyck, Editor FNArena Balancing Between Opportunity & Risks If there is one strong universal agreement among investors of all kinds and colours it is that bear markets present opportunity for those who can look beyond …
Bassanese Bites: Laugh or cry? – June 27 2022
Week in review A feisty 6.4% rebound in the S&P 500 was the major market highlight of the past week, supported by declining bond yields and commodity prices. With aggressive interest rate hikes slowly but surely starting to take the edge off global growth, equity investors are …
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