Investors face a tricky backdrop as they head into 2025. Valuations are high in both Australia and the United States, the bull market is stretching into its third year, and the inauguration of Donald Trump looks set to turn geopolitical uncertainty up to 11. With this in mind, we sought… Read More »Ten top fund managers reveal their long-term stock picks
Brighter prospects for global growth and tamer inflation should lift Australian shares to record-breaking territory in 2025, but unlike the thunderous rallies of 2024, future gains will come with greater volatility. Equity strategists predict shares are set to capitalise on easier monetary settings, improved business sentiment and household rate relief.… Read More »ASX to forge ahead in rocky 2025 as bull market limps on
Stocks declined on Friday, led by technology names, but major indexes still posted a positive holiday week. The blue-chip Dow Jones Industrial Average shed 333.59 points, or 0.77%, to 42,992.21, falling for the first time in six sessions. The S&P 500 fell 1.11% to 5,970.84. The Nasdaq Composite slid 1.49% to 19,722.03, as Tesla dropped about 5% and Nvidia fell… Read More »Dow falls more than 300 points Friday but breaks 3-week losing streak: Live updates
As President-elect Donald Trump prepares for his second inauguration in January, a majority of investors are optimistic on his impact on the U.S. economy, according to the latest CNBC Delivering Alpha Stock Survey. In all, 71% participants in the survey think Trump “will be great for the economy and markets,” while 29%… Read More »Most investors think that President-elect Trump will boost markets and the economy, a CNBC survey found
We began the year encouraging investors to lean into risk, and many of the positive market markers we saw at the onset of 2024 will continue as we head into 2025. Growth is slowing but not collapsing, inflation continues to moderate towards targets, and most central banks are lowering interest rates. Source:… Read More »Why investors should be cautiously optimistic about 2025
Shares wavered on Wall Street in afternoon trading on Thursday, as gains in tech companies and retailers helped temper losses elsewhere in the market. The S&P 500 was up less than 0.1 per cent after drifting between small gains and losses. The benchmark index was coming off a three-day winning… Read More »ASX to rise after US stocks waver in thin post-Christmas trading
Iron ore is tipped to trade below $US100 a tonne for most of next year as new supply from Rio Tinto’s long-awaited African project adds to giant stockpiles at Chinese ports, and US tariffs whack steel demand in the world’s second-largest economy. While markets are divided about the size and… Read More »Iron ore faces ‘riot point’ in 2025 as Rio Tinto floods the market
The Dow Jones Industrial Average erased earlier losses and squeezed out a small gain in thin trading Thursday after the market’s strong back-to-back gains at the start of the holiday week. The blue-chip Dow closed the day 28.77 points, or 0.07%, higher to 43,325.80 after losing about 182 points earlier in the… Read More »Dow ekes out small gain in thin holiday trading, rising 5 days in a row: Live updates
As Michael MacGillivray saw artificial intelligence becoming more ubiquitous in everyday life, the 25-year-old wanted his investments to reflect that. It didn’t take long to figure out how he wanted to play the trend. “Whenever you look at AI, it’s like, all the roads lead to Nvidia,” said MacGillivray, who’s spent… Read More »Nvidia sees ‘remarkable’ influx of retail investor dollars as traders flock to AI darling
There is very bad news for risky assets in the humiliating policy reversal that a politically compromised US Federal Reserve has had to effect since the November presidential election. And the clear signal is in the savage price action: the S&P500 Index slumped more than 3 per cent after the Fed’s decision… Read More »The Fed’s humiliating reversal is toxic for stocks