market outlook

This year is going to be year of transition. We're seeing interest rates go up globally and in fact, I think Central Banks generally are behind the curve, so they...

Credit Suisse is bullish on equities over the medium term, despite the "froth" that is clearly disseminating across the market and investor's all-enveloping fear of...

Welcome to Q2! Things have moved fast since my original post (both in terms of market movements and the general consensus/sentiment). So I thought it would be helpful...

The first chart I featured in the "10 Charts to Watch in 2021" earlier this year was a somewhat unusual, and perhaps even confusing one... Basically, I decided to...

This year, the hits have come hard and fast, with the global pandemic wreaking economic devastation and seemingly changing life as we know it. Fear and anxiety have...

Since Magellan’s core strategy nearly doubled its cash weighting, stock prices have been on a tear as investors (plus those Robinhood punters) chased everything from...

The past week has seen a flurry of concerns about a “second wave” of coronavirus cases. It started when US infectious disease expert Anthony Fauci warned the...

If the recent market rally has taken you by surprise, you’re not alone. Since hitting a low around 23 March, the S&P/ASX200 Index has rebounded almost 20 per cent,...

A resumption of US-China trade tensions saw global equities pull back in May, with the MSCI All-Country World Index declining by 5.7% in local currency terms. As seen...