Bassanese Bites: Going viral – February 03 2020
After a strong start to the year – with seemingly little to worry about – global stocks suffered a set back last week as the impact of the coronavirus began to take its toll. While most commentators, myself included, suspect the virus will be …
FNArena’s Weekly Insights – January 28 2020
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 …
Bassanese Bites: Sell the fact? – December 16 2019
Two major market concerns appear to have been resolved over the past week, with US President Trump concluding his “phase 1” deal with China and the UK Conservatives romping to victory and making certain the UK’s “soft exit” from the EU. That said, with …
Bassanese Bites: Off Again On Again – December 9 2019
Global equities got off to a poor start last week thanks to Trump’s decision to impose tariffs on (small fry) Brazil and Argentina, a weaker than expected US manufacturing survey and – most critically of all – reports that Trump was relaxed about not …
FNArena’s Weekly Insights – December 02 2019
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, …
Bassanese Bites: RBA to cut to 0.25% – December 2 2019
Wall Street hit new record highs last week with investors remaining ever hopeful of a trade deal. On that score, the latest titbit of information was China’s pledge to tighten protections for intellectual property. That said, we’re still in a waiting game – …
FNArena’s Weekly Insights – November 25 2019
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 …
Bassanese Bites: Mixed Signals – November 25 2019
Mixed signals with respect to progress in US-China trade talks saw global equities and bond yields ease back last week. Otherwise there was relatively little to focus on, apart from the fact the Markit US service and manufacturing indices were a bit better …
FNArena’s Weekly Insights – November 18 2019
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 …
Bassanese Bites: QE is coming – November 18 2019
Global markets are currently enjoying a “no news is good news period” – ever hopeful that a US-China trade deal will get done, and no news to the contrary is encouraging as it suggests both parties are still at least talking. What we don’t want is …
