Daily FNArena News

Fund managers will allocate up to 25% of their portfolio into “real” assets, JP Morgan suggests, and SMSFs should not miss the boat.

Reviews of results for the A-REIT sector continue to flow through, with UBS updating its preferences and JP Morgan offering additional analysis on the retail sector.

Lynas has finally been granted a licence for its plant in Malaysia but while the share price has responded positively, brokers see reasons to remain cautious.

Loriano Mancini, Angelo Ranaldo and Jan Wrampelmeyer point out liquidity in the foreign exchange market has declined significantly through the recent financial crisis.

FNArena’s Treasure Chest reports on money making ideas from stockbrokers and other experts. Market analysts at FXCM are seeing a correlation between the AUD/USD exchange rate and the S&P 500 VIX.

The Chartist analyses the down-trend for the ASX Materials Index (the miners).

Weak iron ore prices have forced Fortescue Metals to defer expansion plans and while some brokers continue to see value, recommendation downgrades have followed.

Barclays Capital has analysed seasonal trends for September and notes while it is the worst month for equity markets bonds perform better.

In an interview with The Critical Metals Report, Ahead of the Herd’s Rick Mills explains why rare earth prospects in Greenland are attractive.

FNArena’s weekly update on short positions in the Australian share market.