Feature Stories

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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

Mar 31 2021

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

Mar 26 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

Mar 19 2021

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

Mar 05 2021


Previous Stories

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


Australian Banks: Back To The Future

Sep 30 2020

The Treasurer has re-eased bank lending restrictions recently tightened as a result of the Royal Commission, in order to stimulate the economy. Will it work?


August 2020 Result Season: The Wrap

Sep 09 2020

The August result season could be called “best ever” in terms of beats to misses, but in 2020, such a conclusion would be misinformed


Pandemic Effects On Retail Shopping Malls

Aug 05 2020

The pandemic is set to accelerate existing trends for retail shopping malls, with direct effects upon valuations for listed REITs


The Virus And The Rental Market

Jul 30 2020

Covid has caused all sorts of upheaval across Australia’s rented property market, with significant implications for private investors and investors in listed property stocks