us markets

When you think of Cathie Wood (or Catherine, if you remember her 2019 Fund Manager Q&A with our own Eddie Orchard), you probably think of her long-term and extremely...

Don't deny it. Everyone loves a pry into the trades of the rich and famous. Just see how many people enjoy the AFR's Rich List (or indeed, The Australian's...

In case you missed it… Livewire’s Ally Selby recently spoke with Wall Street legend, Jim Chanos, to get his views on the Ukraine conflict, equity markets, and short...

A year ago, I wrote an article in The Australian that set out the factors I thought would make it a very good year for equities. So far, the local market has behaved...

It’s official. As announced on 19 July, the United States National Bureau of Economic Research (NBER) determined that last year’s US recession* ended in April – just...

Thus far April’s US economic data has had a consistent theme despite the nation’s rapid progress on the vaccination front and the bounty of monetary stimulus that has...

GM entered bankruptcy in 2009, suffering from decades of misguided management attempts to remain one of the largest auto companies in the world. This goal led to...

Facebook, Amazon, Apple, Microsoft and Alphabet – the five biggest companies on earth, collectively responsible for 23% of the US market. This is a staggering jump...

A look back at the NASDAQNot to be overshadowed by the larger New York Stock Exchange (NYSE), the NASDAQ is the world’s second-largest stock exchange based on...

The path forward for equity markets will be dictated by a number of cross currents that we are well prepared for. April is a seasonally strong month for equities,...

As Warren Buffet put it best: “Price is what you pay. Value is what you get”. And just as an individual share price can be disaggregated into earnings per share (EPS)...

Local market fell on global sentiment despite bounce in Iron Ore and Oil. US market heads the negative catalyst list. US market risk remains key for local market…(1)...

Ben Griffiths, Portfolio Manager at Eley Griffiths, says that while investors must be across company specific fundamentals, it is equally important not to lose sight...

There are several way of valuing the US stock market, such as a 12-month forward PE ratio for the S&P 500 index (currently 17.8x) and an estimate of the Equity Risk...