Rising interest rates have led to significant real estate sector de-rating but while cutting forecasts, brokers see the sector as oversold, however picking the right names is important
Various institutions provide their outlooks for inflation, monetary policy and commodity prices and offer portfolio recommendations to counter current risks
Stagflation warnings are back, and this has consequences for equity investment globally and locally, and investors must choose carefully among sectors and stocks
Recent volatility in bitcoin and other cryptocurrencies has led the mainstream investment community to question the value of crypto as an alternative investment
The conundrum for Australia’s major banks is that the benefits of rising RBA rates could yet be offset by the reason for those rate rises, being inflation and subsequent cost pressures for households and businesses
A compilation of stories relating to the February 2022 corporate reporting season in Australia, including FNArena’s final balance for the season
Brokers agree Australian banks are set to benefit from eventual RBA rate rises, as long as they don’t lead to recession
The February 2022 result season has proven to be the second best in the history of the FNArena Corporate Results Monitor, following a record February 2021. But that has done little to assuage investor sentiment
With the outlook for the gold price positive, analysts find Australian gold stocks underperforming on a historical basis, and outline their preferred exposures among large and small producers and developers
The emergence of omicron has sent markets and government into a potentially overwrought panic, but until we know more about the new variant the outlook is clouded
