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 …

Margin pressure is emerging for collectors and fractionators of human plasma, and this means more good news for CSL ((CSL)), the best and lowest cost operator in the sector. To understand the industry dynamics it is important to know that operational margins and returns are derived …

Global financial markets have priced out worse case scenarios for the world in 2020 and there are quite a number of investment experts out there who believe we might be near a turning point in terms of global growth and investor sentiment. In simple terms this …