Peter Quinton shares his latest ‘Quintessential’ stocks, Miles Staude discusses three big risks to markets, and Daniel Mueller assesses the threat posed by Amazon. Here are three things you should read this weekend. Show More
yield chase
US 10-year government bonds reached an all-time closing yield low on 8th July 2016 of 1.37%. That just surpassed the prior record low of 1.43% in July 2012 during the depths of the Euro crisis. Prior to that, US 10-year yields had only been meaningfully below 2% in one year... Show More
MFS Chief Investment Strategist, James Swanson, has sounded a warning to yield chasers in his latest note. "Lately, we have witnessed a growing disconnect in the financial markets too. Asset class after asset class continues to rise in value despite stagnant global economic growth and flagging corporate profits... The "chase... Show More
Morgans’ five top large-cap picks for September, Chris Stott shares some overheated sectors, Giselle Roux from Escala Partners says yield stocks are overpriced, and nine top-performing LICs. Here are four things you should read this weekend. Show More
Sunset Strip | Aussie market breaking records with 11th straight positive day on the back of global investors coming back into the market post RBA action. The average turnover since RBA announcements has been over $6b per day. As a broker as much as I love the fact that the... Show More
Sunset Strip | Aussie market was back on the positive run with solid global sentiment. Aussie yield stocks continue move up while the miners remained in the positive territory despite falling Iron Ore and China property worries. We continue to feel that RBA is currently trying to curb asset prices... Show More
Sunset Strip | Aussie market continued the positive sentiment and delivered a small positive in line with US markets. We continue to feel that RBA is currently trying to curb asset prices (i.e. house prices, equity markets etc.) with inflation under control, so that they can cut rates in mid-2015... Show More
Sunset Strip | Aussie market continued the positive sentiment with global markets turning positive over the weekend. Global markets have had their correction they needed to have and now recovering on valuation support. We continue to expect the recovery to be similar to Jan/Feb recovery to previous high. Recent downgrades... Show More
Sunset Strip | Aussie market continued the positive sentiment despite falling Iron Ore, rising geopolitical risks and high global market volatility. Recent trading in US shows it has dropped nearly 10% from 2014 high to recent lows while Germany has pulled back over 20% and UK over 13%. Recent downgrades... Show More
Sunset Strip | Aussie market fought back against substantial US volatility and negative global sentiment to finish flat. After recent downgrades to growth outlook, we expect global investors to return to Aussie bonds and equity dividend yields due to the substantial yield differential to the rest of the world. If... Show More