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At the conclusion of 2020, the market witnessed a rotation from growth stocks into value stocks. The reign of growth investing came to a standstill as value investors...

While rising inflation expectations were a minor feature in January, in February markets reflected higher inflation expectations and we expect this to continue in...

The driver of a large amount of fixed-income performance over the last decade has been the secular decline in long-term interest rates. In Australia, the 10-year...

In February, Australia had the worst performing government bond market in the developed world. The Australian 10-year government bond posted a -7% total return, while...

The Australian dollar fell sharply at the end of last week, but only after it reached 80 cents for the first time since February 2018. Global factors have been...

2020 was unquestionably a defining year in history, characterised by disruption, adaptation (or lack thereof) and acceleration. It will also likely be pinpointed as...

Welcome to another instalment of the FNArena reporting season monitor. The Monitor reports ratings, consensus price target changes, and brief summaries of the...

Keeping one's pantry well-stocked (and getting in enough toilet paper to supply a regiment) was a key focus for most Australians during the height of COVID lockdowns...

When it comes to the crème de la crème of the investment world, very few companies compete with the likes of Tesla, Tencent and Microsoft. Those who invested in these...

We’re feeling pretty queasy about 2021. Now to be fair, us fixed income managers are rarely the glass-half-full types. We spend our days focusing on the downside, the...

What’s become clear from this global pandemic is that the global economy has been reset. That presents an opportunity for value stocks to rebound, as they typically...

Discussing if record low interest rates, pandemic level monetary and fiscal stimulus along with surging asset prices translate into long term inflationary pressures. ...

The use of the London Interbank Offer Rate (LIBOR) as a reference rate for financial contracts has been a ‘lynch pin’ of the financial system for over a generation....

Most equity investors would advocate holding a highly diversified portfolio of 20 to 50 stocks, looking to reduce risk and bring returns closer to that of the index....

When most investors think about investing in technology leaders, it's the FAANG's, Tesla and other disruptors currently exciting the market. But there's a lesser-known...

A2 Milk's results commentary began with "Fundamentals remain strong despite significant COVID-19 disruption." Having been down 25% on the year and 38% since the start...

US markets have had a rocky two days and short-lived rallies at the close were not enough to save investors from significant losses. Yields on US Treasury 10-year...

Since hitting its all-time high of $43 in August, data giant Appen has run into difficulty after difficulty. After a slump in Q4 2020 earnings and a rising Aussie...

Local market bashed from the start and finished near the lows of the day despite a mini-recovery that couldn’t be sustained. There weren’t many places to hide as all...

A monthly wrap-up of interesting and informative media on finance, economics, politics and society that you might have missed. Citibank’s market sentiment indicator...