market outlook

Nikki Thomas, Portfolio Manager at Magellan shares her views on AI, investing in China and optimism about the US market.

Future Generation's investment performance continues to power ahead despite cost-of-living pressures and other market challenges

This episode of Future Generation's podcast series, 2fold: Take Stock, features William Low, Portfolio Manager, Yarra Global Share Fund, and Head of Global Equities at...

This interview was originally published on 14 February, 2024

Listen to the second episode from Future Generation's new podcast series, Take Stock

Welcome to Take Stock, a new podcast series by Future Generation.

Keeping with tradition, FNArena's Rudi Filapek-Vandyck shares his thoughts on what investors can expect over the next month and beyond.

Unlike the predictions of other research houses, BCA Research is leaning into the "relief rally" thesis.

Morningstar, Longview Economics, and Barclays share three very different views on the outlook for financial markets.

Three to four rate hikes, to be exact...

Having not long finished the festive season and commenced a new year, many of us take the moments shortly after to reflect on the year that was, and also consider what...

“He who is faithful in what is least is faithful also in much; and he who is unjust in what is least is unjust also in much” (Luke 16:10, NKJV). The ASX rallied...

Over the past 25 years, global investors have become conditioned to the notion that central banks will bail out global asset markets amid the first sign of stress....

May 2022 Since the start of the year, global financial markets have been in a tailspin. The year began with global markets rotating aggressively from growth to...

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...