Ben Potter

The ECB’s boost for Aussie banks

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The ECB's move into negative rates will lift demand for Australian bank bonds and mortgage-backed securities, driving bank funding costs lower.

The market correction that wasn’t

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Equities have held up against expectations of a decline, but even if there is a pullback, several large-cap yield stocks remain attractive.

Equities are not the only asset class rallying

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What lies behind the sudden surge in US Treasuries prices?

The ups and downs of a strong currency

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As the Reserve Bank fights its currency war with a slingshot, forecasts on the Australian dollar have become incredibly fraught with risk.

Clouds gather over the market

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Investors face a tense month ahead, with the challenges of fiscal austerity at home and geopolitical uncertainty abroad.

Sell in May and go away?

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Volatility has risen across equity markets and expensive growth stocks have come under pressure. Is it time to follow the old adage?

Time to drill down on miners

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Resource companies that are hoarding cash now are setting up conditions for future tightness in the supply of key commodities.

Why high-flyers can still outperform

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Against common perceptions, stocks that are near 52-week or all-time highs are more likely to keep on outperforming than they are to sell off.

China lets loose the bears

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When irrational fear grips a market, as happened with iron ore this week, forecasts are pretty much useless.

Stockmarket faces heavy weather

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Equity markets could be headed for a tough few months, as concerns resurface over the economic data from the US and China.

Time to clean up your portfolio

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Wishing and hoping doesn’t make a stock go up, so it might be time to cut those underperformers from your portfolio.

MARKETS SPECTATOR: Shifting global goalposts

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Around the world, markets are in flux, with trouble in London, movement in Tokyo and wobbles in Oz.

MARKETS SPECTATOR: Fat equities retain the edge

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UBS says excessive valuations in the Australian equity market will be more than offset by dour bond yields and cash rates.

MARKETS SPECTATOR: Rocky months ahead

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Although history points to a pick-up in April, likely to be backed by strong US earnings, the outlook beyond is mired by the miners.

MARKETS SPECTATOR: Fortescue fancy

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After a recent share price decline exceeding that of the iron spot price, JPMorgan has been the first to declare an upside for Fortescue.

MARKETS SPECTATOR: Fallen Apple looks tempting again

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Developing world sales potential coupled with the doyen of design teams suggests investors have gone sour on Apple far too soon.

MARKETS SPECTATOR: Goldman delivers an iron fist

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Mid-tier iron ore producers have had their earnings forecasts slashed by Goldman Sachs after the investment bank reigned in its price outlook for the resource.

MARKETS SPECTATOR: Cometh the mid-caps

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The blue chips have nearly been tapped out, according to some brokers, paving the way for a move to smaller stocks.

MARKETS SPECTATOR: Bank withdrawal

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Official cash rate expectations and falling institutional lending spreads have led CIMB to downgrade the banking sector.

MARKETS SPECTATOR: Matter over mind

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As pullbacks take hold, there has been a lot of doubt in the markets lately. But the price is the thing, and it will vanquish the bears.

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