outlook

Netflix's upcoming earnings report holds the key to its subscriber growth, ad-supported tier success, and long-term strategies.

The last month has seen a rally in global bond markets, after a protracted period of repricing, US 10-year yields down around 32 points to 2.76% as of 9 August. This...

Tim Carleton of Value-focused fund manager Auscap Asset Management believes now is the time to buy Aussie stocks. “I think you want to be as overweight Australia as...

Listen to the WAM Alternative Assets (ASX: WMA) FY2022 Interim Results Webinar to hear from Director Geoff Wilson AO and Portfolio Manager Dania Zinurova as they...

While the outlook for equity market remains uncertain, investments in Australian small-cap companies remain compelling. Find out more about the sectors the WAM Capital...

Listen to the WAM Global (ASX: WGB) FY2022 Interim Results Webinar where Lead Portfolio Manager Catriona Burns, Portfolio Manager Nick Healy and Equity Analyst William...

Expectations for performance in 2022 are difficult to pin down. Market volatility continues due to uncertainty from COVID variants as well as high valuations in...

IMDEX (ASX:IMD) delivered an impressive set of results for the financial year to 30 June 2021, which materially beat expectations and led to broker forecast upgrades....

We firmly believe that when we look back to this period in five years’ time, we will view it as an excellent time to have invested in the market, while significant...

The economic fallout from COVID-19 is different from other financial crises for a number of reasons. It is health rather than financial-market based, and it has...

A strong year for equity performance has seen the ASX200 increase more than 25% year to date. It’s all been driven by re-rating. It was recently put to us that this is...

At school and university my favourite day was always the first day of the academic year. The first day was filled with possibilities, excitement and plans for the year...

In the first half of 2018, we have seen volatility return to markets, a breach of the much anticipated 3% handle for 10-year US Treasuries, and an agreed summit...

The rhythm of life is no different to the rhythm of economic and corporate cycles. The optimism of birth, the excitement of growing up, the cynicism arising from the...

Most of the time investors don’t need to think too much about market timing or asset allocation. The long-term trajectory of financial markets is up and the only...

It’s been a bumper year for global stocks as MSCI’s broadest index, the All Countries World Index, has rallied ~19% YTD, while Emerging Markets are up more than 25%....

These days the challenge in writing an outlook piece for the stockmarket is to try and avoid rehashing the same supportive comments for global equities. I guess a bull...