An annual study of US investment fund performance has some important takeaways.
The recovery from the coronavirus shock is not expected to be like previous more cyclical changes in the markets.
In the end, when interest rates are near zero, they can only go in one direction. Some analysts are expecting bond yields to rise and negatively affect the share market.
The divergence between ESG dreams about a low carbon world and the world economy's massive dependence on fossil fuels is getting wider.
In traditional financial analysis bonds were compared with shares to see which is better. But in such a distorted market that does not work.
The Evergrande collapse could signal an earthquake is coming in China's, and therefore the world's, financial markets.
What will happen to Real Estate Investment Trusts when there is a reopening?
Conventional investment analysis is like chess moves, but is that the game we are in?
A pessimistic look at the financial system.
Over a fifth of Australian super funds' assets are in overseas stock markets, mainly in the US. American shares have been booming, but where are they headed?
The sophistication and volume of financial market trading is rendering 'normal' judgements problematic. But knowing that you don't know can help in setting a direction.
Some investment assessments of iron ore companies and how global markets have had the usual surprises this year.