global markets

With 50 new positions between them, the Druckenmiller family office and ARK Investment Management are being very active in these markets.

We remain reasonably upbeat on a 12-month view as falling inflation takes pressure off interest rates.

He has been watching markets since 1984. But veteran investor Jonathan Pain is now even more bearish than he would normally be.

Longview Economics' Chris Watling argues the US is still very expensive on every measure - and the burst is not done yet.

ASX futures are down 39 points, to 7,109 as of 8:15am AEDT On any other day, a hot jobs report stateside would be the big story for why US stocks fell sharply. But...

A number of commentators are calling the current rebound in global markets a ‘dead cat bounce’. Veteran fund manager, and famous ‘perma-bear’, Jeremy Grantham, has...

London-based Longview Economics believe financial markets have still not priced in a recession. Find out why here.

The US$1.5 trillion asset manager argues it may still be premature to go all-in on equities. But they have identified three specific opportunities for 2023.

Without a doubt, 2022 has been a tough year for equity investors. As I write, the S&P500 is down around 16.5%, and the ASX200 is down around 5.5%. But don’t despair –...

Plus, the third kind of inflation that you've never heard of! And today's top read is all about the money found in the new economy.

Plus, central banks are the stock market! And if you don't believe us, check out the correlation in today's chart.

Plus, could the Chinese economy be Japan-ified? What does that even mean? The TLDR explanation is in today's chart.

Plus, Australia's top 10 CEO pay packets have been revealed - and there's an odd one out. And who benefits most from a falling US Dollar? The answer is in our chart of...

Plus, Macrobond has drawn up the market heat map of 2022 (and it is extremely interesting). And a 1981 cartoon comes back to haunt investors.

Plus, Credit Suisse has downgraded Treasury Wine Estates - and the story is not as simple as you may think. And did the RBA just hint that yesterday's move will be the...

If you think it's been a rough year for your local investments, spare a thought for those invested in global equities.

Plus, will the ASX 200 shatter a record high before Christmas? We've got the charts that say it may be possible.

The US jobs report surprised to the upside - sending markets south. Plus, Citi reveals which economies are strapped in for a recession next year in its global outlook...

Plus, Societe Generale has bad news for you if you're betting on a growth stock comeback.

J.P. Morgan Asset Management believes 2023 could be the best year for a 60/40 portfolio for more than a decade. That's even if a global recession materialises.