FNArena’s Weekly Insights – June 07 2021
In this week's Weekly Insights: -A Seismic Shift -Conviction Calls By Rudi Filapek-Vandyck, Editor FNArena A Seismic Shift If you are like most share market investors, and you still read the newspapers in print, you most likely casually glance over the property section on your way to, say, …
Bassanese Bites: CPI taper test – June 07 2021 –
Global markets Global equities ended last week up modestly, and appear to be back in the “bad news is good news” frame of mind. Stronger than expected U.S. manufacturing and service sector indices set markets back early last week, though stocks then rallied strongly on Friday …
FNArena’s Weekly Insights – May 31 2021
In this week's Weekly Insights: -How To Protect Against Inflation -Tech Might Require More Patience -S&P June Index Rebalancing -Conviction Calls -Research To Download -Morgans Strategy: Catalyst Stocks By Rudi Filapek-Vandyck, Editor FNArena How To Protect Against Inflation It is a question that regularly lands in my inbox this year: I am worried about …
Bassanese Bites: Relaxed & comfortable – May 31 2021
Global markets Global equities managed to post positive returns last week – after two weekly declines – even in the face of a modestly higher than expected U.S. consumer price inflation result. Indeed, annual growth in the U.S. core private consumption expenditure deflator (PCED) came in …
FNArena’s Weekly Insights – May 24 2021
In this week's Weekly Insights: -Investing In Quality & Growth; A Journey -Conviction Calls -All-Weathers, EML Payments, Macquarie, And Risk Investing In Quality & Growth; A Journey By Rudi Filapek-Vandyck, Editor FNArena Investing in Growth companies is something entirely different from trying to find true value among bombed out cyclicals, disrupted …
Bassanese Bites: Crypto crash – May 24 2021
Global markets Overall it was a week of further consolidation for global equity markets, with the S&P 500 down modestly for the second week in a row. With real activity data remaining unquestionably strong (the U.S. Markit composite PMI index hit a record 68.1 in May), …
FNArena’s Weekly Insights – May 17 2021
In this week's Weekly Insights: -June Index Rebalancing -Inflation Is The 2021 Grand Debate -Conviction Calls -Research To Download By Rudi Filapek-Vandyck, Editor FNArena June Index Rebalancing Since March 2007, reports Morgan Stanley, stocks that have been picked as the next fresh inclusion for the ASX200 have generated relative outperformance of no …
Bassanese Bites: Taper watch – May 17 2021
Global markets Inflation and interest rates fears caused global equities to buckle last week as commodity prices marched higher and U.S. consumer price inflation surprised on the upside. By week’s end, however, conditions had settled down somewhat – with investors prepared to back the view that …
FNArena’s Weekly Insights – May 10 2021
In this week's Weekly Insights: -Back To Pre-Covid Forecasts -Conviction Calls -Research To Download -All-Weather Stocks: My Research & The Model Portfolio By Rudi Filapek-Vandyck, Editor FNArena Back To Pre-Covid Forecasts In the end, the local share market did not require another momentum boost from the local banks to rally towards a …
Bassanese Bites: Bad news is good – May 10 2021
Global markets It was a case of ‘bad news is good news’ again in global markets last week, with equities enjoying a boost from weaker than expected U.S. economic data which appeared to reduce the risk of high inflation and interest rates any time soon. The …
