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

Nov 24 2021

As central banks begin to tighten policy amidst a slowdown in the global economic recovery, it will not be such smooth sailing for equities in 2022

Nov 04 2021


The risk of China’s largest property developer going into liquidation remains real, but even if Evergrande doesn’t, there are clear risks ahead for the Australian economy

Oct 27 2021

While the pace of the global economic recovery has slowed, the next step is another move out of covid-driven restrictions. What is the path from here for global and Australian equity markets?

Oct 07 2021


Previous Stories

Rudi’s Comprehensive August 2021 Review

Sep 27 2021

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


August 2021 Result Season: The Wrap

Sep 08 2021

After a blow-away February result season this year, the August result season proved to be only average, and still we’re at covid’s mercy


Beyond Bitcoin: Stablecoins and CBDCs

Aug 04 2021

Stablecoins provide an alternative to highly volatile crypto peers. Central Bank Digital Currencies may nevertheless signal the end of the crypto explosion


Beyond Bitcoin: Ethereum and DeFi

Jun 28 2021

In Part III of FNArena’s exploration of crypto currency, we examine the rise of Ethereum, and the implications of Ethereum’s far more extensive application capacity. An error in the original publication has now been addressed


Fund Managers’ Mid-Year Review

Jun 23 2021

As sharemarkets continue to rebound, fund managers target sectors and stocks appropriate to the next stage of the economic cycle and a new post-covid normal


Bitcoin Versus Gold

May 31 2021

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


Banks: Has The Narrative Changed?

May 19 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


Bitcoin: What’s That All About?

Apr 30 2021

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


Investment Strategies For A Global Revival

Apr 23 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


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