FNArena’s Weekly Insights – May 20 2024
In this week's Weekly Insights: -Rate Cuts Equal Optimism -All-Weather Model Portfolio -Model Portfolios, Best Buys & Conviction Calls By Rudi Filapek-Vandyck, Editor Rate Cuts Equal Optimism This might surprise a few readers, but the Australian share market is up more than 3% ex-dividends since the start of the calendar year. Assuming …
Bassanese Bites: Record highs – May 20 2024
Global markets – week in review The global equity market rebound continued into its fourth week thanks to a US CPI inflation report which – for the first time in several months – failed to surprise on the upside. Softer retail spending and a patient Fed …
FNArena’s Weekly Insights – May 13 2024
In this week's Weekly Insights: -More Positives Than Negatives -New Market Leadership? -2024 The Year Of Gold Miners? -All-Weathers Welcome Soul Pattinson -Model Portfolios, Best Buys & Conviction Calls By Rudi Filapek-Vandyck, Editor More Positives Than Negatives Judging from corporate updates, both internationally and locally, the general context has created a tricky framework …
Bassanese Bites: 4th time lucky? – May 13 2024
Global markets – week in review The global equity market rebound continued into its third week as softer-than-expected US labour market data encouraged markets into believing the Fed could still cut rates a couple of times later this year. Following on from the previous Friday’s soft payrolls …
FNArena’s Weekly Insights – May 06 2024
In this week's Weekly Insights: Opportunity In Data Centres By Rudi Filapek-Vandyck The concept confounds many an investor, and market commentators too; from the moment the market understands there's a whole lotta growth up for grabs on the horizon, share prices move onto above market-average multiples which, at …
Bassanese Bites: Rate reprieve – May 06 2024
Global markets – week in review The global equity market rebound continued into its second week following a less hawkish-than-feared Fed meeting and a soft US payrolls report. Markets were relieved Fed chair Powell played down the risks of another rate hike, even while conceding there’s less …
FNArena’s Weekly Insights – April 29 2024
In this week's Weekly Insights: -Quality Reigns, And How To Identify It -Macquarie's ASX Quality Compounders By Rudi Filapek-Vandyck, Editor Quality Reigns, And How To Identify It I used to think investors' biggest challenge was related to a cheaper share price not always presenting a better opportunity, or that built-in …
Bassanese Bites: Fed Ahead – April 29 2024
Global markets – week in review The global equity market correction continued last week, with a solid US retail sales report and a hawkish tilt by Fed chair Powell further unsettling bond and equity markets. One market reprieve was signs that Iran is seeking to avoid …
FNArena’s Weekly Insights – April 22 2024
In this week's Weekly Insights: -A Market Narrative Delayed -Conviction Calls & Best Buys -Rudi Unplugged - The Video By Rudi Filapek-Vandyck, Editor A Market Narrative Delayed Four months ago, the outlook for equities and bond markets looked as straight as an arrow: inflation was decelerating and the Federal Reserve and …
Bassanese Bites: Correction continues – April 22 2024
Global markets – week in review The global equity market correction continued last week, with a solid US retail sales report and a hawkish tilt by Fed chair Powell further unsettling bond and equity markets. One market reprieve was signs that Iran is seeking to avoid …
