Earnings Lift
In his weekly Bites column, David Bassanese from BetaShares gives us a rundown of what’s happening in markets, both local and global.
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Freedom Day!
In his weekly Bites column, David Bassanese from BetaShares gives us a rundown of what’s happening in markets, both local and global.
Read MoreTech Wreck
In his weekly Bites column, David Bassanese from BetaShares gives us a rundown of what’s happening in markets, both local and global.
Read MoreBond Worries
In his weekly Bites column, David Bassanese from BetaShares gives us a rundown of what’s happening in markets, both local and global.
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Stagflation
In his weekly Bites column, David Bassanese from BetaShares gives us a rundown of what’s happening in markets, both local and global.
Read MoreSoftening up
In his weekly Bites column, David Bassanese from BetaShares gives us a rundown of what’s happening in markets, both local and global.
Read MoreIs There Still Value in Growth Stocks?
The strong relative performance of growth stocks in recent years has given rise to concerns about overvaluation and a potential re-run of the dotcom bubble twenty years ago.
Read MoreGrinding on
In his weekly Bites column, David Bassanese from BetaShares gives us a rundown of what’s happening in markets, both local and global.
Read MoreThree Investment Themes for H2 2021
The first six months of 2021 has seen a maturing of the equity market recovery. This note considers some potentially interesting investment themes for the remainder of the year.
Read MoreRBA Theatrics
In his weekly Bites column, David Bassanese from BetaShares gives us a rundown of what’s happening in markets, both local and global.
Read MoreBuy the Dip
In his weekly Bites column, David Bassanese from BetaShares gives us a rundown of what’s happening in markets, both local and global.
Read MoreDelta Hedge
In his weekly Bites column, David Bassanese from BetaShares gives us a rundown of what’s happening in markets, both local and global.
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Wet Lettuce
In his weekly Bites column, David Bassanese from BetaShares gives us a rundown of what’s happening in markets, both local and global.
Read MoreCOVID Strikes Again
In his weekly Bites column, David Bassanese from BetaShares gives us a rundown of what’s happening in markets, both local and global.
Read MoreBuy the Fact
In his weekly Bites column, David Bassanese from BetaShares gives us a rundown of what’s happening in markets, both local and global.
Read MoreCPI Taper Test
In his weekly Bites column, David Bassanese from BetaShares gives us a rundown of what’s happening in markets, both local and global.
Read MoreRelaxed & Comfortable
In his weekly Bites column, David Bassanese from BetaShares gives us a rundown of what’s happening in markets, both local and global.
Read MoreCrypto Crash
In his weekly Bites column, David Bassanese from BetaShares gives us a rundown of what’s happening in markets, both local and global.
Read MoreTaper Watch
In his weekly Bites column, David Bassanese from BetaShares gives us a rundown of what’s happening in markets, both local and global.
Read MoreBad News is Good
In his weekly Bites column, David Bassanese from BetaShares gives us a rundown of what’s happening in markets, both local and global.
Read MoreBuyer Exhaustion
In his weekly Bites column, David Bassanese from BetaShares gives us a rundown of what’s happening in markets, both local and global.
Read MoreWhat Drives Relative Australian vs. Global Equity Performance?
A key driver of relative performance between Australian and global equity markets has been relative global sector performance: in particular, the performance of technology versus mining stocks.
Read MoreMarket Trends: February 2021
David Bassanese from BetaShares runs through his thoughts on how the various markets look likely to play out this month.
Read MoreTaking On The ETF Haters
Given the strong growth in exchange traded funds (ETFs) in recent years – both globally and in Australia – it’s natural for many of the entrenched interests in the once cosy world of active funds management to cast dispersions to the extent they can.
Read MoreThe Trump Trade Returns
Slowly but surely it seems, the “Trump trades” of earlier this year appear to be gaining traction once again.
Read MoreRBA Cheerleading Backfires
Far be it for me to sound downbeat on the Australian economy, but I’m far from convinced we’ve necessarily turned the corner and “better times are ahead”.
Read MoreThe Inflation Battle You Should Be Following
Concerns over North Korea notwithstanding, the other major stand-off in global markets at present is between fixed-income traders and the Federal Reserve. Their point of contention? The outlook for US inflation.
Read MoreFedSpeak Lost In Translation
Given recent commentary from the major central banks most important to us it is surprising that the Australian dollar has cracked the US80c mark over the past week. Market just don’t seem to be listening – or don’t believe – what central bankers are saying.
Read MorePrepare For A Bumpy Ride As Rates Rise
Investors get ready: we may be entering another “taper tantrum” period in which markets fret about rising interest rates and send equity markets southward.
Read MoreHow Strong Is The Australian Economy Really?
How strong is the Australian economy really, and what does this mean for interest rates?
Read MoreIs Retail Really Dying?
Reading the often dark headlines of our national newspapers, one could be forgiven for thinking that the retailing sector is a disaster zone for investors. There have been some high profile corporate failures over the past year, and the S&P/ASX 300 retailing sector has dropped like a stone since around August 2016.
Read MoreRBA Concerns Over Spending Not Housing
Despite what the scare mongering newspaper headlines may suggest, Reserve Bank Governor Phil Lowe’s speech this week on house prices and household debt was more reassuring than alarming.
Read MoreWin-Win Outlook For The Banks?
Global financial markets at present are caught between two possible scenarios for the year ahead: the so-called risk-on “Trump reflation” trades, and the risk-off “geopolitical” risk concerns. Each scenario favours a different set of investment ideas. But this does leave the question: which type of investment might do reasonably well under either scenario?
Read MoreHeadwinds Forming For The Aussie Dollar
For a long while now, I’ve been predicting eventual weakness in the Australian dollar. Of course, given the Aussie battler’s stubborn resilience over the past year, it’s fair to say that call has been at best premature – and at worst, just plain wrong. But undaunted, I’m now sensing the $A is likely to face a serious test in coming months and may yet break to the downside, setting up a test of US70c by year-end.
Read MoreWhy The Rate Hike Calls Are Wrong
The latest official measure of Australian house prices has again created the predictable angst over housing affordability. According to the Australian Bureau of Statistics, property prices rose 4.1% in the December quarter, and 7.7% over the year.
Read MoreWhy Wall Street Is Overbought
After a nice further leg up in prices since late January, Wall Street now looks over extended and a decent price correction of at least 5 to 10% could now be underway and possibly play out over the next month or so.
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