There are still investors out there who think this year's Grand Bear Market is all about previous herd exuberance and share prices rising too far, but that is so outdated already. Following an exceptionally strong performance in January, exuberant share price levels might have been the …

Bear markets are brutal. They take no prisoners. Shoot first, then shoot again, and maybe, just maybe, that's when they might start asking questions. Bear markets punish mistakes instantly and irrevocably. Bear markets are also excellent teachers, at least for those investors and analysts who are …

According to the ruling narrative, the current bull market for global equities started in March 2009, is thus almost eleven years old and it looks like it might come to an end in similar fashion as the previous bull market that started in 2003 and …

What a difference six months makes in the share market. It's still early days for the local corporate results season in Australia, but a number of positive trends are vindicating the strong buying that supported equities in January: -companies are finding it easier to meet or …

Paying attention to stockbroking analysts announcing their Conviction Buys and Sells can be highly beneficial to one's investment portfolio, as no doubt experienced by many an FNArena subscriber. Over the past two years in particular, I have methodically kept track of Conviction Calls in the market, …

Last year, the two major corporate reporting seasons attracted larger-than-usual numbers of profit warnings in the weeks leading up to February and August. January this year has not generated similar large numbers, but profit warnings are coming through nevertheless. With share market indices near an all-time …

The 2020 decade opened with a bang as, globally, investors started preparing for a recovery in growth later in the year on the back of ongoing loose policies from central banks and early indications of a bottom in the global slump. Towards the end of last …

MFS strategist Robert Almeida summarised it best in his latest reflections: "Investing is simple, but hard". Those who had been expecting logical, straightforward outcomes for financial assets in calendar year 2019 have been hit with multiple surprises as the year went by. One of the biggest surprises, …

As another calendar year is drawing to its natural end, time has arrived to once again reflect upon what might have been and what has actually transpired since the world was staring into the abyss this time last year. If not now then when, n'est-ce …

As we approach the final weeks of calendar year 2019, the global investment community remains as polarised as ever on what to expect next and how best to position portfolios. According to industry consultant bfinance, large institutional investors globally and in Australia are increasingly opting for …