Recent Commentary
Gold loses its allure as a defensive asset
The gold price fall in recent weeks has prompted many to rethink their traditional view of the asset. What factors will drive its performance over the next years and months?
Is North Korea bluffing and what does it mean for markets?
The North Korean threats could just be a lot of hot air and angling for concessions from developed powers but what if they’re not? Will markets nosedive?
Residential property the next market to watch
It looks like the residential property market is finally going to offer some solid returns for investors. A rebound in prices is on the cards and in this, our first week of a five week property specia..
Shop till you drop – David Jones, Ten, News set for a rebound?
One of the quiet achievers in the current rally has been the consumer discretionary sector. Some shares in this sector are up by more than 50% over the past six months, which mean others might be due ..
The worst of the downgrade cycle is over
All indicators point to the most recent interim reporting season being the end of the earnings downgrade cycle. The question is whether or not earnings will lift quick enough to support the recent mar..
Resources on the rebound
The news supporting sustainable growth in the Chinese economy is building and that augurs well for resource stocks. If the worst of the downturn is behind us, companies in this sector could be worth a..
