Feature Stories

Latest Stories

Can bitcoin replace gold as a store of wealth in the face of inflation and times of uncertainty?

May 31 2021

While a ‘buy the sector’ trade has been working for bank investors, it may be timely to ask if now’s the time for an entirely different approach

May 19 2021


Bitcoin, blockchain, crypto… No idea what they’re all about? Maybe we can help

Apr 30 2021

As several economies regain pre-covid levels of activity and the world transitions to stimulus from support, this time may be different due to a more enlightened attitude towards fiscal and monetary policy

Apr 23 2021


Previous Stories

Why All This Fuss Over Bond Yields?

Mar 31 2021

This article is a 101 lesson in what a government bond is, and why suddenly stock markets have been running away in fear of them


Rudi’s Comprehensive February 2021 Review

Mar 26 2021

A compilation of stories relating to the February 2021 corporate reporting season in Australia, including FNArena’s final balance for the season


Australian Banks: Strong Tailwinds

Mar 19 2021

Rising bond yields, rising margins, ongoing growth-to-value rotation and the prospect of higher dividends have brokers remaining bullish on the banks. But a resurgent housing market may yet prove an impediment


February 2021 Result Season: The Wrap

Mar 05 2021

The February result season saw the average beat-to-miss ratio of forecasts absolutely smashed. Does that make it the best season ever?


2021 Investment Outlook Part II

Dec 22 2020

If the virus has achieved one thing, it is to prompt governments across the globe to pour stimulus into new technologies and renewability that will drive strong demand for Australian resources


2021 Investment Outlook Part I

Dec 17 2020

Despite strong stock market gains form the March low, consensus is that Australia, and the world, will see further gains on robust 2021 earnings growth


Life After Covid, Part V

Nov 20 2020

FNArena’s Life After Covid series wraps with a look at industry trends, geopolitical challenges and problems the Australian economy alone will have to face


Life After Covid Part IV

Nov 16 2020

Eight months down the track we have a second wave, a vaccine hopeful, changing attitudes in society and massive fiscal support, which may lead to the “zombification” of economies


Australian Retail: Whereto From Here?

Oct 13 2020

It’s been more than seven months since the initial nation-wide lockdown dramatically changed consumer behaviour. As restrictions ease, will everything go back to “normal”, or has the future of retail been altered forever?


Rudi’s Comprehensive 2020 Results Review

Oct 02 2020

A comprehensive assessment of Australia’s corporate results in February and August 2020, amidst coronavirus pandemic and fall-out, economic disruption, more extreme central bank policies and ongoing tension between the world’s two super powers