Feature Stories

Previous Stories

Oz Equity Strategy And the Currency Conundrum

Apr 27 2016

The Fed-related rally in the Aussie dollar is confounding preferred equity portfolio allocations but strategists suggest holding on to the theme.


Whereto Now For Australia’s LNG Producers?

Apr 21 2016

The oil price may have bounced substantially but broker views on where it’s now headed vary, which impacts on views on Australia’s major energy stocks.


China: Where Is It Headed?

Mar 22 2016

In light of increased global anxiety over a slowing Chinese economy, economists assess the issues facing the world’s vital growth engine.


Rudi’s View: Hits & Misses From Reporting Season February 2016

Mar 10 2016

Not bad as feared, conclude analysts post the February reporting season, but what exactly does it mean?


FNArena Reporting Season Monitor February 2016

Mar 09 2016

A wrap of the Australian corporate result season now concluded, including broker views, ratings and target price changes and beat/miss assessments.


Australia’s Outlook For 2016

Dec 22 2015

Reasonable but subdued and full of risks. Brokers outline their forecasts for the Australian economy and stock market in 2016.


The Global Outlook For 2016

Dec 21 2015

Central bank policy, political posturing, a possible bottoming out for commodity prices, China’s ongoing slowdown – these are all themes set to dominate 2016 as far as analysts are concerned.


Copper Wired For Higher Prices

Nov 13 2015

Ahead of the Herd’s Rick Mills offers an extensive argument as to why copper prices must rise.


Equity Strategy: Growth Versus Value

Nov 06 2015

Is it time for beaten-down stocks to begin their recovery? Brokers discuss the global and domestic outlook for FY16, and argue the case.


Equity Strategy: Beyond Macro Volatility And A Disappointing Result Season

Sep 24 2015

Beneath the cloud of China slowdown and Fed rate hike fears, the Australian market delivered a disappointing result season. The outlook is more positive, nonetheless. Brokers update their equity strategies and stock preferences.