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The US Federal Reserve’s policy aggression will force the RBA into further rate hikes that will potentially lead to a bigger house price fall than previously feared

Sep 29 2022

A compilation of stories relating to the August 2022 corporate reporting season in Australia, including FNArena’s final balance for the season

Sep 16 2022

The August 2022 result season delivered mixed numbers, featuring only a slight weighting to earnings beats, far more ratings downgrades than upgrades and the biggest cut to price targets on record

Sep 08 2022

Rising interest rates have led to significant real estate sector de-rating but while cutting forecasts, brokers see the sector as oversold, however picking the right names is important

Jul 22 2022

Previous Stories

Second Half Equity Strategy

Jul 13 2022

Various institutions provide their outlooks for inflation, monetary policy and commodity prices and offer portfolio recommendations to counter current risks

Stagflation And Its Ramifications

Jun 30 2022

Stagflation warnings are back, and this has consequences for equity investment globally and locally, and investors must choose carefully among sectors and stocks

Why Not To Invest In Bitcoin

Jun 10 2022

Recent volatility in bitcoin and other cryptocurrencies has led the mainstream investment community to question the value of crypto as an alternative investment

Australian Banks: Headwinds And Tailwinds

May 25 2022

The conundrum for Australia’s major banks is that the benefits of rising RBA rates could yet be offset by the reason for those rate rises, being inflation and subsequent cost pressures for households and businesses

Rudi’s Comprehensive February 2022 Review

Mar 21 2022

A compilation of stories relating to the February 2022 corporate reporting season in Australia, including FNArena’s final balance for the season

Australian Banks: Of Rates And War

Mar 10 2022

Brokers agree Australian banks are set to benefit from eventual RBA rate rises, as long as they don’t lead to recession

February 2022 Result Season: The Wrap

Mar 07 2022

The February 2022 result season has proven to be the second best in the history of the FNArena Corporate Results Monitor, following a record February 2021. But that has done little to assuage investor sentiment

Australian Gold Stocks Undervalued

Dec 09 2021

With the outlook for the gold price positive, analysts find Australian gold stocks underperforming on a historical basis, and outline their preferred exposures among large and small producers and developers

Equity Strategy 2022: Here We Go Again

Dec 02 2021

The emergence of omicron has sent markets and government into a potentially overwrought panic, but until we know more about the new variant the outlook is clouded

Australian Banks: Worse Before Things Get Better

Nov 24 2021

Analysts agree FY22 will be another tough year for bank margins before sentiment begins to improve and the RBA eventually raises rates