Daily FNArena News - FYI

Russell Investments’ quarterly survey of fund managers shows defensive assets are still preferred, while rate cuts are considered the most likely catalyst for domestic non-mining growth.

Given junior resource companies are the present owners of the world’s future commodities supply and offer leverage to investors Ahead of the Herd suggests they should be on investor radar screens.

ATW’s Jerry Simmons zooms in on potential trend reversals for risk assets.

A visit to US clients leaves NAB head of research Peter Jolly expecting slow US growth but not a recession.

BArclays Capital has analysed seasonal trends for Otober and notes equities tend to deliver positive performance but the US dollar and commodities find the going tougher.

GaveKal sees plenty of reasons as to why commodities may have to weaken further.

The results of the September Investor Sentiment Survey show most investors in Australia are all cashed up, but in no hurry.

Daily update on share prices and consensus price targets.

Weekly update on recommendation, target price, and earnings forecast changes.

Daily update on share prices and consensus price targets.