market strategy

Latest news and analysis on market strategy

Views from the Top

Morgan Stanley’s Chris Nicol on equity strategy, rates, the Aussie dollar, and capital management

In this wide-ranging interview, Nicol unpacks the key factors impacting markets right now and what they could mean for your portfolio.
Chris Conway
Livewire Markets
Macro

Chinese manufacturing PMI rose marginally to 49.3, Bank of England hiked interest rates by 25 basis points

Weekly Update | 4th August, 2023
Hue Frame
Frame Funds Management
Asset Allocation

Chris Watling: Recession is not a "slam dunk" but bear market may endure

After hitting a peak of over 4,700 at the end of last year, the S&P 500 has since corrected by more than 20% placing it in a technical bear market (again). In...
+3
Hans Lee
Livewire Markets

TREND IS YOUR FRIEND > Aussie Market and Profit Taking Risk

TLS
Mathan Somasundaram
Deep Data Analytics

TREND IS YOUR FRIEND > Spot Gold

Mathan Somasundaram
Deep Data Analytics

TREND IS YOUR FRIEND > US Market and Volatility

Mathan Somasundaram
Deep Data Analytics

GARY - Growth At Reasonable Yield | You ain't seen nothing yet

+5
Mathan Somasundaram
Deep Data Analytics

Sunset Strip | Aussie Afternoon Institutional Market Wrap

EPD
+7
Mathan Somasundaram
Deep Data Analytics

Sunset Strip | Aussie Afternoon Institutional Market Wrap

BGA
DCN
+7
Mathan Somasundaram
Deep Data Analytics

Sunset Strip | Aussie Afternoon Institutional Market Wrap

EPD
IFM
+5
Mathan Somasundaram
Deep Data Analytics

Sunset Strip | Aussie Afternoon Institutional Market Wrap

EPD
EVT
+1
Mathan Somasundaram
Deep Data Analytics

Sunset Strip | Aussie Afternoon Institutional Market Wrap

EPD
IFM
Mathan Somasundaram
Deep Data Analytics

Sunset Strip | Aussie Afternoon Institutional Market Wrap

EHE
EPD
+6
Mathan Somasundaram
Deep Data Analytics

How to pick a good Fund Manager? Check out their car..

Chad Slater
Chad Slater
Ellerston Capital

Sunset Strip | Aussie Afternoon Institutional Market Wrap

CSV
EPD
+5
Mathan Somasundaram
Deep Data Analytics

Sunset Strip | Aussie Afternoon Institutional Market Wrap

DCN
+5
Mathan Somasundaram
Deep Data Analytics

Sunset Strip | Aussie Afternoon Institutional Market Wrap

EHE
+6
Mathan Somasundaram
Deep Data Analytics

GARY - Growth At Reasonable Yield | Making macro risk great again

+5
Mathan Somasundaram
Deep Data Analytics

Sunset Strip | Aussie Afternoon Institutional Market Wrap

EPD
IFM
Mathan Somasundaram
Deep Data Analytics

Sunset Strip | Aussie Afternoon Institutional Market Wrap

EPD
+2
Mathan Somasundaram
Deep Data Analytics
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