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Showing 441 - 450 of 6309 results for "Stocks"

Australian equities funds downgraded

ANNABELLE DICKSON  |  MONDAY, 1 MAR 2021
... and Yarra's ratings due to mistakes in stock selection while Perpetual has suffered from the narrowing of its investable stocks. The Ausbil Australian Emerging Leaders slipped down to neutral from bronze, as did BlackRock Concentrated Industrial, Perpetual ...

Chief economist update: Amber alert

BENJAMIN ONG  |  WEDNESDAY, 17 FEB 2021
... to mention (again), the psychological fear of missing out (FOMO) and TINA (there is no alternative) to higher yielding stocks. However, all these "euphoria" have taken the US equity market to overvalued levels. The S&P 500's P/E ratio currently stands ...

Aware to focus on unlisteds over equities

ELIZA BAVIN  |  TUESDAY, 9 FEB 2021
... says the super fund is focused on building its unlisted infrastructure portfolio before it puts any more of its cash into stocks. Following the COVID crash in the first quarter last year, Graham said Aware was able to bounce back, finishing the year ...

Antares promotes on equities team

KANIKA SOOD  |  TUESDAY, 9 FEB 2021
... strategy is managed by John Guadagnuolo as the portfolio manager and invests in a concentrated portfolio of ASX-listed stocks outside the 20 largest by market cap. It has returned 4.8% p.a. above the benchmark (S&P/ASX 200 Total Return Index excluding ...

No tech bubble: BlackRock

ELIZABETH MCARTHUR  |  TUESDAY, 9 FEB 2021
... potential for these assets, BlackRock said. "Stock markets have hit new highs, led by the steady outperformance of tech stocks. We don't see overall equity valuations as obviously stretched, as we expect low interest rates and a vaccine-led economic ...

Chief economist update: Oil gush

BENJAMIN ONG  |  THURSDAY, 4 FEB 2021
... that got underway in earnest during 3Q20. Assuming OPEC+ achieves 100% compliance with the latest agreement, global oil stocks could draw by 1.1 mb/d, or 100 mb, in 1Q21, with the potential for much steeper declines during the second half of the year ...

What to expect from February reporting season

KANIKA SOOD  |  WEDNESDAY, 3 FEB 2021
... Morgan Stanley analysts led by Chris Nicol said in a January 28 note. This reporting season comes as nearly 57% of the stocks in Morgan Stanley's coverage universe withdrew guidance. However, about 80% of them providing a "trading update". "The earnings ...

Chief economist update: Overvaluation tests FOMO and TINA trades

BENJAMIN ONG  |  MONDAY, 1 FEB 2021
... "...Bank of Montreal chief economist Doug Porter said the Reddit army's attack on GameStop and other highly shorted stocks could foreshadow a more significant shift." "...a case can be made that such speculative outbursts could hasten the end of ...

You can't hate Trump but love the S&P 500: Research

KANIKA SOOD  |  FRIDAY, 29 JAN 2021
If you disliked Donald Trump, you may want to reconsider your investment in S&P 500 stocks as new research shows these companies are likely to donate more to the Republicans than to the Democrats. Goods Unite Us mapped political donations from S&P 500 ...

Ord Minnett expands footprint

ANNABELLE DICKSON  |  FRIDAY, 29 JAN 2021
... 11, as a senior research analyst (healthcare). He previously worked as pharmacist and most recently covered healthcare stocks at Blue Ocean Equities. It has also added four analysts, James Casey, Nic Burgess, Luke Macnab and Supun Wijerathna, from its ...