Stocktake: Are global equity valuations getting lofty?Most markets trading at forward price/ earnings ratios ‘not seen since late 1990s’Tue Jun 23 2020 - 05:00
Stocktake: Market optimism is ‘neurotic’ and ‘fragile’Majority say this is a bear market rally, not a new bull marketTue Jun 23 2020 - 04:50
Stocktake: Nothing boring about 2020 for investorsSell-off a reminder the rollercoaster ride is not over yetTue Jun 16 2020 - 05:40
Stocktake: A new global bull market for stocks?Three-quarters of stock markets around the world have gained at least 20%Tue Jun 16 2020 - 05:30
Stocktake: Markets may price in tax hikes under BidenBiden’s tax hikes could cut S&P 500 earnings by 12%, Goldman Sachs saysTue Jun 16 2020 - 05:00
Stocktake: Fed reminds markets of the long road aheadInvestors finally getting the message that pandemic has some way to go yetTue Jun 16 2020 - 04:50
Making the right choices when it comes to investmentsTop 1000: With the world in turmoil, is an ethical investing mindset a luxury you can’t afford? Or is it just the right approach in a radically changed world?Thu Jun 11 2020 - 14:00
Stocktake: Stocks gain in the face of rising social unrestThe odds of less market-friendly policies under a Democrat administration are risingTue Jun 09 2020 - 07:15
Stocktake: Stock markets are ignoring rising risks, says GranthamInvestor expectations are ‘achievable but optimistic’ – GMO founder, veteran investorTue Jun 09 2020 - 07:00
Stocktake: Stock market strength hits historic heightsBig tech stocks lead way as S&P enjoys biggest 50-day gain ever despite pandemicTue Jun 09 2020 - 05:40
Stocktake: Market strength hits historic heightsSome 97 per cent of S&P 500 stocks were trading above their 50-day moving average last weekTue Jun 09 2020 - 05:08
Stocktake: Stock markets are ignoring rising risks, says GranthamUS market valuation contrasts starkly with economy, veteran investor warnsTue Jun 09 2020 - 05:00
Stocktake: Stocks gain in the face of rising social unrestS&P 500 registers its biggest 50-day rally in history as 2020 resembles 1968Tue Jun 09 2020 - 04:50
Stocktake: High market volatility likely to be the ‘new norm’History shows that while volatility can rise rapidly, it often declines slowlySun Jun 07 2020 - 15:19
Stocktake: Bored punters are dabbling in stocksThe Financial Times reported Japan’s five main online brokerages recorded over 500,000 new account in March and AprilTue Jun 02 2020 - 05:40
Stocktake: Arguing against rally is getting priceyIncredibly the tech-heavy Nasdaq 100 is actually up 8% this yearTue Jun 02 2020 - 05:30
Stocktake: Has Warren Buffett lost the magic touch?Buffett’s defenders might say he has been wrongly written off in the past after prior periods of underperformanceTue Jun 02 2020 - 05:00
Stocktake: O’Leary is right to query Ireland’s flight restrictionsIrish approach in tightening visitor restrictions is increasingly out of step with our European neighboursTue Jun 02 2020 - 04:50
Stocktake: Active fund managers fail to earn their keepManagers unable to take advantage of market opportunities in volatile periodTue May 26 2020 - 05:40
Stocktake: History says this is not a bear market rallyData from Strategas indicates advances augur well for future returnsTue May 26 2020 - 05:30
Stocktake: Valuation gap widens as tech stocks advanceMarket capitalisation of FANGMAN stocks equal to GDP of Germany and ItalyTue May 26 2020 - 05:00
Stocktake: Fund managers don’t trust the market rallyLatest Bank of America Bull & Bear Indicator is striking in its pessimismTue May 26 2020 - 04:50
Stocktake: Uncertainty at unprecedented levels, says Howard Marks‘If you’ve never experienced something before you can’t say you know how it will turn out’Tue May 19 2020 - 05:40
Stocktake: Ordinary investors are fearfulOrdinary investors far more pessimistic about future than institutional investorsTue May 19 2020 - 05:30
Stocktake: Trump unimpressed by market warningsWhile David Tepper and Stanley Druckenmiller are cautious, the US president is still the stock market’s biggest cheerleaderTue May 19 2020 - 05:00
Stocktake: Billionaire investors warn of trouble ahead for stocksDavid Tepper and Stanley Druckenmiller say indices look particularly precariousTue May 19 2020 - 04:50
Stocktake: US companies more scared than in 2008Dramatic spike in financing concerns in September 2008 didn’t normalise for a yearTue May 12 2020 - 05:40
Stocktake: No sign of greed from cautious BuffettBuffett’s inaction suggests this is not a time to be bold – it’s a time to be cautiousTue May 12 2020 - 05:30
Stocktake: Investors betting on handful of tech stocks to drive returnsInvesting in small group of top performers has risks for all investorsTue May 12 2020 - 05:00
Stocktake: Is light at end of tunnel an oncoming train?Hard economic data suggest a deep recession but markets remain buoyant ... and in denialTue May 12 2020 - 04:50
Stocktake: Expect more ‘violent’ market movesMarch was worst month for S&P 500 since 2008 but April was best in decadesTue May 05 2020 - 13:05
Stocktake: Bored and broke? Trading is not the answerResearch confirms majority of novice investors will lose moneyTue May 05 2020 - 05:30
Investing during the coronavirus: moral outrage is misplacedControversial short-sellers deliver messages that people would rather not hearTue May 05 2020 - 05:15
Stocktake: Three reasons to scale back on tech stocks investmentMega-cap stocks like Apple have proved remarkably resilient since outbreakTue May 05 2020 - 05:00
Stocktake: Stock markets chase hints of post-coronavirus recoveryStocks soar on promising news remdesivir an effective treatment for virusTue May 05 2020 - 04:50
Stocktake: Is O’Leary right about ‘idiotic’ seat rules?Keeping middle seats empty may be medically ineffective, but it makes for good PRTue Apr 28 2020 - 05:40
Stocktake: Oil forecasters stunned – againNo one foresaw oil prices dropping into negative territory for first time in historyTue Apr 28 2020 - 05:30
Global stocks: what’s cheap and what’s not?Health threat posed by coronavirus means cheap stocks could still fall in valueTue Apr 28 2020 - 05:15
Stocktake: ‘World seems to be more than 15% screwed up’Positivity about market bounce may be overplayed in uncertain Covid-19 worldTue Apr 28 2020 - 05:00
Stocktake: Dominance of tech stocks sees risks risingMicrosoft’s valuation is now almost as big as that of the FTSE 100, as is Apple’sTue Apr 28 2020 - 04:50
Stocktake: Market sentiment – in numbersNinety-three per cent expect a global recession this yearTue Apr 21 2020 - 05:40
Stocktake: Don’t get mixed up with ‘moral responsibility’ and dividendsInvestors often see dividends as additional income but that’s not how it worksTue Apr 21 2020 - 05:30
Coronavirus may have ended the buyback boomControversial practice likely to be out of favour for several years, causing higher volatilityTue Apr 21 2020 - 05:15
Stocktake: Stock market gains no cause for outrageStocks often rise when headlines are negative and fall when headlines are positiveTue Apr 21 2020 - 05:00
Stocktake: Could stocks actually close higher in 2020?Investors may need to be patient and assume that further twists and turns lie aheadTue Apr 21 2020 - 04:50
Stocktake: This may not be ‘just a bear market rally’While coast not yet clear, investors should not assume recent strength is temporaryTue Apr 14 2020 - 05:40
Stocktake: Market volatility falls but remains sky high2020 shaping up to be the year of record volatility, says Bespoke InvestmentTue Apr 14 2020 - 05:30
‘Dumb money’ acting smart while institutions jump shipOrdinary investors not panicking in coronavirus crash, data strongly suggestsTue Apr 14 2020 - 05:15
Stocktake: Howard Marks says don’t wait for stocks to bottomThe Oaktree Capital founder’s current memos are required reading for serious investorsTue Apr 14 2020 - 05:00
Stocktake: Strategists stay cautious as stocks go ‘from 1929 to 1999’Rebound means stocks are now back to where they were just 10 months agoTue Apr 14 2020 - 04:50
