Recent Commentary
2013 off to a flying start – the seasonal effect on the Australian stock market
The year is off to a flying start with the S&P/ASX 200 jumping 5% in January. Could this be a good omen for the rest of the year, or will the market fall victim to seasonal effects?
Question for 2013: cyclicals or chase the yield?
In 2012, investors chased the yield. Will this trend continue, or will we switch back to resources/cyclicals? That’s the big question for 2013.
The US market is due for a burst
There is a lot of 'talk' about the worries surrounding the fiscal cliff, but investors are moving ahead in preparation for a good 2013.
Emerging markets looking cheap
The pull-back in the emerging markets is opening up a buying opportunity. But where are they headed and should you buy these two ASX-listed index trackers?
Four high-yielding investment options compared
A year ago, I recommended my preferred choice out of the four high-yielding exchange-traded funds (ETFs). I'm pleased to say my pick has been performing well. Here's an update.
Deep value in Shanghai stocks as index slides
China is moving closer to a leadership handover on November 8, but will the change be able to arrest a slide in Chinese stocks? And with a rebound likely, is the market ready to buy into?