global markets

Latest news and analysis on global markets

Macro

French flash services PMI rallied to 48.0, US flash manufacturing PMI surged to 51.5

Weekly Update | 23rdFebruary, 2024
ASX
+2
Hue Frame
Frame Funds Management
Macro

Why it's the worst time to invest in US stocks in 20 years

...but the best time to invest in two well-known emerging markets.
Macrobond Financial
Macrobond Financial
Macro

New Zealand inflation expectations eased to 2.5% q/q, Australia’s unemployment rate rose to 4.1%

Weekly Update | 16th February, 2024
GMG
+2
Hue Frame
Frame Funds Management
Views from the Top

Fidelity's Global CIO shares his 4 favourite asset classes for 2024

Global CIO Andrew McCaffery also tells me that their predictions for a soft landing have more than doubled in just the last three months.
Hans Lee
Livewire Markets
Rapid Fire

Mid-caps the place to be in a soft landing: Fidelity

Fidelity International's Global CIO answers five of our Rapid Fire questions.
Hans Lee
Livewire Markets
Views from the Top

Why Lazard's Temple would buy equities over bonds even at today's prices

Lazard's chief market strategist Ron Temple updates his views on the US economy, China, fixed income, and geopolitical risk.
Hans Lee
Livewire Markets
Funds

Which global equity fund delivered 69% in 2023?

The best global equity funds surged over the past year, with a late 2023 rally putting the icing on the cake.
+20
Chris Conway
Livewire Markets
Macro

7 themes for the global outlook in 2024

The outlook for 2024 stands in stark contrast to the year we have just had.
Ronald Temple
Lazard Asset Management
Macro

New Zealand held interest rates steady at 5.5%, US preliminary GDP soared 5.2% q/q

Weekly Update | 1st December, 2023
GMG
+2
Hue Frame
Frame Funds Management
Asset Allocation

Why the ASX will outperform US stocks over the next 15 years

The flagship market forecast report from J.P. Morgan Asset Management reveals some fascinating calls.
Hans Lee
Livewire Markets
Macro

Australia’s unemployment rate edged up to 3.7%, US retail sales fell - 0.1% m/m in October

Weekly Update | 17th November, 2023
BHP
FMG
+2
Hue Frame
Frame Funds Management
Macro

The one asset you must own if a "crisis of confidence" grips financial markets

The subject of one of Livewire's most viewed interviews offers an update to his views - from the outsider's perspective.
Hans Lee
Livewire Markets
The Rules of Investing

We are in the midst of a social, economic, financial and political crisis

This week's interviewee is one familiar to long-time viewers and readers of the Livewire website.
The Rules of Investing
Livewire Markets
Macro

UK claimant count change soared 20.4k in Sept, Australia’s CPI y/y rose to 5.6%

Weekly Update | 27th October, 2023
FMG
+2
Hue Frame
Frame Funds Management
Macro

What can we expect from equities in the near future?

Some commentators, pointing to the price to earnings (P/E) ratio for major indices like the S&P500, argue the next decade will be terrible for equities. Are they...
Roger Montgomery
Montgomery Investment Management
Asset Allocation

J.P. Morgan: Now could be the time to put cash to work

Here's where JPMorgan's looking to put cash to work after a very long slumber for money market funds.
David Thornton
Livewire Markets
Macro

US manufacturing ticked up to 49.0, Swiss CPI m/m dropped– 0.1% in September

Weekly Update | 6th October, 2023
COH
FMG
+7
Hue Frame
Frame Funds Management
Macro

How to invest in a market full of confusing signals

Is this the start of a "financial accident" or a healthy, garden variety pullback? We aim to find out.
Hans Lee
Livewire Markets
Macro

Is it really 1987 all over again?

Market participants are making a lot of comparisons to 1987. But a lot has changed since those dark days.
Hans Lee
Livewire Markets
Macro

New Zealand held interest rates steady at 5.5%, UK annual CPI y/y fell to 6.8%

Weekly Update | 18th August, 2023
Hue Frame
Frame Funds Management
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