Despite President Trump’s best efforts to play hardball with the Iranian leadership, especially over their future nuclear capabilities and the blocking of the Strait of […]
Wall Street is still betting an Iran war resolution will eventuate without tipping the global economy into recession. The market is ordering a TACO and is not expecting a NACHO, and a peace deal ASAP is critically important for stocks.
On Saturday, I promised to look at value investing after the respected Ned Davis Research strategist Rob Anderson said: "A transition to a rising inflation regime would likely support a shift towards value." So today I ask: what is value investing and what stocks could end up with more investing fans?
US stocks were up again as the evidence builds that maybe a peace deal isn't far away.
Markets are at record highs, yet the world feels anything but settled. In this piece, I weigh up the case for staying fully invested versus pulling back to a more defensive footing – and look at what history, and some of Wall Street’s sharpest minds, tell us about where we go from here.
Is anyone surprised that our market was a loser this week, with the Budget colliding with rising interest rates and the Treasurer telling us our economy is slowing to 1.75% from a previous guess of 2.25%? Throw in the stalemate in the Strait of Hormuz and the bigger question has to be this: how come US markets rose this week?
I want to share with you a market assessment of how the Budget might affect shares. This is the analysis from stockbroking firm Morgans. I’ve added a bit of Switzer flavour to the piece.
With my financial planning clients, I’ve been increasing the exposure to 3-month term deposits because I expect more rate rises and when the rising cycle looks at the top, I’ll go for longer dated term deposits. Here are my thoughts in more detail.
The prospects of peace have been a positive fillip for stocks this week with oil prices down from recent highs, though our market did get the nervous 'yips' that golfers suffer when they lose confidence in themselves.
Is it time to relook at the healthcare sector? Here are 5 healthcare stocks that could be on the way up. But if you don't want to 'bet' on one company, possibly an ETF like the well-named DRUG, could be an option.
You don't have credit card details available. You will be redirected to update payment method page. Click OK to continue.