Daily FNArena News - FYI

ING Clarion Real Estate Securities is conveying the message the outlook for property companies globally is improving.

Weekly musings from your editor. Why the Chinese are unable to break the Big Three’s control over the iron ore market.

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.