investment strategy

Latest news and analysis on investment strategy

Macro

Canadian Core CPI rises to 2.9% y/y, The Australian economy adds 50.2k new jobs in June

We look at five of the biggest developments across global markets for the week ending 19 July 2024
AMC
BXB
+2
Hue Frame
Frame Funds Management
Equities

Look to corporate results for answers next

With traditional economic indicators failing to provide conclusive answers, might corporate results do better in the weeks ahead?
Rudi Filapek-Vandyck
FNArena
Investment Theme

Commercial real estate debt funds: An alternative strategy for income-seeking investors

Income-seeking investors are constantly searching for reliable avenues to generate consistent returns.
Alan Greenstein
Zagga Investments
Macro

US manufacturing PMI contracts to 48.5, European Core CPI Flash estimate rises steady at 2.9%

We look at five of the biggest developments across global markets for the week ending 5 July 2024
BHP
FMG
+2
Hue Frame
Frame Funds Management
Equities

Where is risk in a polarised market?

A polarised share market offers popular Winners and persistent laggards and each come with their own risk profile
COL
GMG
TNE
+2
Rudi Filapek-Vandyck
FNArena
Macro

UK Claimant count increases to 50.4K, US Federal Reserve holds steady at 5.50%

We look at five of the biggest developments across global markets for the week ending 21 June 2024
BHP
FMG
ORG
+2
Hue Frame
Frame Funds Management
Macro

UK Claimant count increases to 50.4K, US Federal Reserve holds steady at 5.50%

We look at five of the biggest developments across global markets for the week ending 15 June 2024
BHP
FMG
GMG
+2
Hue Frame
Frame Funds Management
Macro

Australian retail sales decline to 0.1% m/m, German Prelim CPI rises 0.1% m/m

We look at five of the biggest developments across global markets for the week ending 31 May 2024
BHP
FMG
+2
Hue Frame
Frame Funds Management
Macro

RBNZ holdings the OCR steady at 5.5%, European Manufacturing PMI data broadly higher

We look at five of the biggest developments across global markets for the week ending 24 May 2024
FMG
MQG
+1
Hue Frame
Frame Funds Management
Macro

Chinese CPI rises marginally to 0.3% y/, US Core Producer Price Index rises 0.5%

We look at five of the biggest developments across global markets for the week ending 17 May 2024
BHP
+2
Hue Frame
Frame Funds Management
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