Sell-Off Eases, Nerves Remain
The sell-off in global bond and sharemarkets eased this morning in the US as investors positioned themselves ahead of the release of the vital April jobs report.
Read MoreThe sell-off in global bond and sharemarkets eased this morning in the US as investors positioned themselves ahead of the release of the vital April jobs report.
Read MoreBad news from Metcash (MTS) as the shares tanked yesterday, and more pressure for Woolworths (WOW) as analysts scrambled to catch up to reality with a slew of downgrades after the weak third quarter sales report on Wednesday and unimpressive strategy discussion.
Read MoreRio Tinto (RIO) yesterday delivered what amounts to a two-fingered salute to critics of its iron ore expansion policies by telling Australian shareholders it will continue growing its iron ore exports.
Read MoreUS sharemarkets rallied in late trade on Thursday helped by a jump in tech stocks and a fall in global bond yields. Alibaba’s shares jumped 7.9%.
Read MoreThe ASX 200 failed to cling on to early gains, closing the session down 0.2%. Over the week the market has dropped 3.1% in its worst trading week since June 2013..
Read MoreNote: This article was originally published on Oliver’s Insights on May 6 2015 and has been republished with permission from the original author.
Read MoreTwo weeks ago we discussed the huge underlying changes occurring in the global automotive industry and how these long-term shifts were positively impacting the demand for lightweight aluminium – thus, buy Alumina (AWC). Based upon similar fundamental trends there has been uplift in demand for electric and hybrid powered vehicles globally with the biggest beneficiary being Tesla. Other manufacturers have had mixed success with electric vehicles, but mostly this has been due to a woeful product that is too expensive and with the recent fall in energy prices has failed to convince electric is better than combustion.
Read MoreGold continues to defy the skeptics, demonstrating robust price support as we’ve previously advocated around the $1,200/oz mark. A host of positive factors are driving gold’s resilience – and most of them aren’t new.
Read MoreThe ASX 200 is down 0.8% after dropping 2.3% yesterday. Nab shares are in a trading halt as the bank undertakes a $5.5 billion capital raising.
Read MoreThe National Australia Bank (NAB) shocked the market this morning revealing a massive $5.5 billion rights issue to build its capital levels, the proposed demerger and floating of its troubled UK banking operations, a higher cash profit, a higher dividend and a change of chairman.
Read MoreNo statement from M2Group (MTU) last night on the news that iiNet (IIN) had accepted a new higher $1.56 billion takeover offer from TPG Telecom (TPM) as being superior to that from M2.
Read MoreThe global sell-off in government bonds accelerated overnight, sending US sharemarkets lower, commodities higher as the US dollar fell. As a result long-term borrowing costs rose to their highest level this year.
Read MoreWoolworths (WOW) lost 5% in value yesterday as investors well and truly mauled the stock in reaction to a weak sales update, weak strategy update and a feeling the retailer is slipping further behind rival Coles/Wesfarmers and other chains such as Bunnings and Kmart.
Read MoreFairfax Media (FXJ) CEO Greg Hywood has told a Macquarie Investment Conference that the company had seen its first (admittedly small) rise in revenue for some time in the four months to April.
Read MoreTransfield Services (TSE) shareholders got a pleasant surprise yesterday – the hint of a dividend after a two year drought and the shares resisted the gravity of the selling wave on the ASX (a slide of 2.3%) and ended up 1.6% at $1.58.
Read MoreUS stocks have fallen after a softer reading on US jobs and suggestions by US Fed Chairwoman Yellen thats US stocks are overpriced.
Read MoreThe local share market continued its retreat today, with every sector closing in negative territory. NAB shares remain in a trading halt as the bank undertakes a $5.5 billion capital raising.
Read MoreDownload related file: Direct Bonds Lists 20150507 1002.pdf
Read MoreThe ASX 200 is down 1.6 percent weighed down by heavy falls in the financial sector, following CBA’s profit result. The market is also battling a weak lead from Europe and the US.
Read MoreThe third quarter trading update from the Commonwealth Bank (CBA) has confirmed the Australian banking sector has seen a sharp slowing in revenue and earnings growth.
Read MoreNo more rate cuts in Australia and if there is one, we will know its because the economy is heading for the rocks.
Read MoreA major selloff in equities and especially bonds seems to be underway around the world.
Read MoreUS sharemarkets fell on Tuesday. The large trade deficit for March has raised fears that the economy actually declined in the March quarter. But alternatively the strong services sector gauge gave a different impression about the economy.
Read MoreThe ASX 200 has dropped 2.3% in its worst trading day since Feb 2013. The financial sector was the biggest drag, after the CBA disappointed investors with its profit result. CBA shares plunged 5.8%.
Read MoreIt is the investor lament of 2015 – where do I invest now?
Read MoreWith the RBA cutting the official cash rate to 2%, now is a good time to reassess your investment portfolio. Consider your current allocation to defensive assets. And if new to fixed income investment consider bonds today. Here is a list of key considerations for building a bond portfolio.
Read MoreThe ASX 200 is up 1 percent, helped by a recovery in the financial sector following ANZ’s better than expected half year profit result.
Read MoreSo will the ANZ Bank’s (ANZ) interim profit see bank stocks reverse their sell off of yesterday after Westpac (WBC) disappointed with a weak interim financial report?
Read MoreSo will the Reserve Bank cut rates at its board meeting today? The chances are that it will (25 of 27 economists in a Bloomberg survey say there will be a cut).
Read MoreShares in bulk haulage group McAleese (MCS) halved yesterday after they were relisted in the wake of the deal that will see Atlas Iron (AGO) keep some of its struggling WA iron ore mines open and exporting.
Read MoreLast Thursday’s surprise move by engineering services group WorleyParsons (WOR) to ask for a trading halt for its shares while it worked out the impact of unidentified “non-recurring charges” was explained yesterday with a whacking big earnings downgrade and a slump in the share price.
Read MoreUS sharemarkets rose sharply at the start of trade and then consolidated in tight ranges over the remainder of the session. Shares in Berkshire Hathaway rose by 1.6% in response to earnings data but shares in McDonald’s fell 1.7%.
Read MoreLocal shares lost their shine in the afternoon with the ASX 200 finishing the session unchanged amid views the RBA rate-cutting cycle may have come to an end. ANZ shares rallied after the bank reported better than expected half-year profit results.
Read MoreWell-informed investors are discovering what institutional investors have long understood; that asset allocation, not security selection, is key to driving long-term investment results. Consequently, the most important decision an investor can make is now seen to be asset allocation. For a high performing portfolio, it has been proven that getting the right mix of assets is more impactful on successful performance than the individual securities chosen. Individual security selection is important but asset class selection is vital.
Read MoreWith the strong growth in index funds and exchange traded funds (ETFs) in the Australian marketplace in recent years, debate is again swirling on the benefits of active vs. passive investment management.
Read MoreOne of the benefits of using equity ETFs is that they enable investors to engage in broad market or sector investment strategies without having to decide which individual stocks to invest in. The question naturally arises: when should one sector be favoured over another? It turns out there are a two handy rules of thumb that might help investors with their deliberations.
Read MoreOne of the more interesting findings in Investment Trends’ latest Exchange Traded Fund (ETF) report is the high importance that many financial planners and investors place on the low cost of Australian-listed ETFs.
Read MoreGiven the rapid growth in the popularity and market capitalisation of Exchange Traded Funds (ETFs), it is hardly surprising that an Investment Trends report describes investors as "hungry" to learn more about the products.
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