Daily FNArena News - FYI

Weekly musings from your editor. Taking a “contrarian” (value) approach can be rewarding if it is combined with a patient, longer term strategy.

A study by Russell Investments shows a value investing approach has delivered excess returns on the Australian market, though periods of underperformance are to be expected.

The recent rally in equities has caused investment manager Janus Capital Group to question whether further gains are justified.

Weekly musings from your editor. Commodities in a bubble? Yes, they are. But this doesn’t mean another Armageddon lies around the corner.

Your editor discovered he was more bullish on what is happening in the share market than one of the market’s better known bulls.

Weekly musings from your editor. It’s a momentum driven market, and don’t let anyone tell you otherwise.

Weekly musings from your editor. Future growth has become the key factor underneath the share market. So who has it, and who has not?

BIS Shrapnel believes building activity levels in the Australian housing market could jump by more than 20% next year.

A better than expected GDP result and an encouraging manufacturing read gave investors plenty to cheer about, but caution was always just below the surface.

Standard Chartered expects a weaker commercial property sector in the US will also drag on the economy for some time.