And just like that… December is upon us. It’s been a volatile handover from November with U.S. major indices underperforming, dragged down by steep declines for the Nasdaq. Europe’s Stoxx 600 managed to hold onto gains, making November the fifth positive month in a row. But tech stocks also suffered,… Read More »Global week ahead: The start of a Santa Rally or more ‘bah humbug’?
We should be celebrating another spectacular year in financial markets, but it’s all taken place against the backdrop of stalling productivity. As we enter the twilight of 2025 we should be celebrating another spectacular year for superannuation. Balanced funds are again nudging double-digit returns. Global equity markets are up around… Read More »Here’s what 2026 holds for your super returns
n February 18 this year, I happened to bump into a former Reserve Bank of Australia governor on the street in Sydney. This wasn’t just any other morning. The financial markets were betting and Treasurer Jim Chalmers was supremely confident that the RBA was primed to cut the 4.35 per… Read More »Has the RBA cut interest rates too hard and too fast?
A solid gross domestic product figure this week is set to further complicate the Reserve Bank’s challenge of curbing high inflation, with investors already ramping up bets that the next interest rate move will be an increase. Futures indicate that the S&P/ASX 200 Index will rise four points, or 0.1… Read More »ASX set to edge up before key GDP data
Wall Street thinks you don’t own enough stock. Not “you,” specifically, but investors as a collective are viewed as too lightly exposed to equities given the S&P 500 is three years into a bull market and is back to within 1% of its all-time peak from a month ago. Deutsche Bank’s comprehensive… Read More »December will begin with investors owning little stock. Is a year-end rally at play?
A key rotation away from artificial intelligence stocks may be underway in the market. According to Astoria Portfolio Advisors’ John Davi, a broader range of stocks are getting a “green light” because liquidity is returning to the system. “The Fed cut rates four times last year. They cut rates twice already. They’re going to… Read More »‘Green light’ away from AI trade: Two ETF executives see a key market shift underway
Another green night on Wall Street, more gains on global markets, and a sigh of relief from investors after last week’s ugly sell-off. Those artificial intelligence doubts are still very much front of minds, but global markets are taking succour from one of the most remarkable reversals we’ve seen in… Read More »The stunning market backflip that could spark a Santa rally
Australia’s largest industry super funds are spending up to five times more on sponsorship and marketing than similar-sized retail rivals, despite persistent warnings from regulators that they are forking out millions of dollars without any clear benefit to their members. New disclosures from nine major industry and retail funds show… Read More »Industry super funds are outspending retail rivals on marketing
Australian shares are poised for a modest fall at the open, while global markets were mostly sidelined by the US Thanksgiving public holiday. The S&P/ASX 200 is on track to close out the week with a solid 2 per cent gain. US markets were closed on Thursday (Friday AEDT), and… Read More »ASX to fall; Corporate Travel suspends UK boss, withdraws guidance
Thanksgiving in the U.S. takes place on Thursday stateside, but the feasting might have begun a day early for investors. The S&P 500, Dow Jones Industrial Average and Nasdaq Composite all recorded a fourth straight day of gains. Source: https://www.cnbc.com/2025/11/27/cnbc-daily-open-thanksgiving-cheer-comes-a-day-early-for-us-markets.html