Stocktake: ESG funds no longer a ‘bull market luxury’Survey shows 82 per cent of respondents expect to increase ESG allocations over timeTue Dec 08 2020 - 05:50
Stocktake: European stocks ‘finally ready to rebound’Stoxx 600 had its biggest-ever monthly advance in NovemberTue Dec 08 2020 - 05:40
Stocktake: Huge gains are bullish, not bearishIndices had massive gains last month but that’s par for the course, says LPL ResearchTue Dec 08 2020 - 05:10
Stocktake: Stocks may not dip for cautious investorsBuying all-time highs can be scary but the reality is new highs are normalTue Dec 08 2020 - 05:00
Stocktake: Betting against Robinhood users is profitableExperts note first-time investors tend to be drawn to ‘attention-grabbing’ stocksTue Dec 01 2020 - 05:50
Stocktake: Trump talks bull as Dow tops 30,000S&P 500 enjoys second-best post-election performance in historyTue Dec 01 2020 - 05:40
Stocktake: Can stocks keep gaining in December?Extended markets tend to be followed by mixed near-term resultsTue Dec 01 2020 - 05:10
Stocktake: Even Covid can’t save the ArmageddonistsMarkets now at all-time highs with further gains expected in 2021Tue Dec 01 2020 - 05:00
Stocktake: Another incredible week for TeslaElectric-car maker gains $100 billion in market capitalisationTue Nov 24 2020 - 05:50
Stocktake: Exuberant markets close to ‘full bull’Time to cash in on Covid-19 vaccine rally fast approachingTue Nov 24 2020 - 05:40
Stocktake: Extended markets need a breather after big gainsInflows into stock funds hit 20-year highs as equities soar on Covid-19 vaccine newsTue Nov 24 2020 - 05:10
Stocktake: Investors rotate out of tech stocksPositive news on Covid-19 vaccine led investors into under-owned value stocksTue Nov 24 2020 - 05:00
Stocktake: Market rotation sees Fang stocks falterIt may be time for tech high-flyers to take a breatherTue Nov 17 2020 - 05:50
Stocktake: Vaccine news brings respite for value stocksPfizer’s announcement last week was great for 2020’s losers but not for 2020’s winnersTue Nov 17 2020 - 05:40
Stocktake: Better times ahead for European stocks?Global investors are rotating into beaten-down value stocks and cyclicalsTue Nov 17 2020 - 05:10
Stocktake: Have stocks run too far, too fast?Is it risky to be buying at these elevated levels?Tue Nov 17 2020 - 05:00
Stocktake: For stocks, it’s been ‘America first’ under TrumpUS outperformance hasn’t been driven by president, but don’t expect him to buy that lineTue Nov 10 2020 - 05:50
Stocktake: Beware of changing post-election narrativesMarket rallies are the usual outcome of a close election despite who wins, says investorTue Nov 10 2020 - 05:40
Stocktake: Election outcome makes ‘shockingly little difference’ for stocksMarket impact of conservative versus liberal election outcomes ‘surprisingly similar’Tue Nov 10 2020 - 05:10
Stocktake: Volatility continues to frustrate stock marketsSeptember saw double-digit correction, only for stocks to rebound rapidlyTue Nov 10 2020 - 05:00
Stocktake: Do stocks do better under the Democrats?Does history offer any clues to which US political party is better for stocks?Tue Nov 03 2020 - 05:50
Stocktake: What result do markets want from US election?It’s best to keep an open mind and not let one’s politics affect one’s investment outlookTue Nov 03 2020 - 05:40
Stocktake: Contested US election the biggest worry for investorsOver 70% of fund managers believe contested election poses the biggest risk to equitiesTue Nov 03 2020 - 05:10
Stocktake: Investors should not ‘play’ the electionPredicting the election winner is one thing, predicting the market response is anotherTue Nov 03 2020 - 05:00
Stocktake: Time for some seasonal stock market strength?Analysts suggest holiday cheer helps generate outsized returnsTue Oct 27 2020 - 05:50
Stocktake: Global investors want Biden to winPro-Biden sentiment is especially strong in EuropeTue Oct 27 2020 - 05:40
Stocktake: A Biden victory is not fully priced into marketsBlue wave and substantial fiscal stimulus looks increasingly likely in USTue Oct 27 2020 - 05:10
Stocktake: Tesla profitable, but still expensiveElectric car maker now valued at more than $400 billionTue Oct 27 2020 - 05:00
Stocktake: Rapid recovery augurs well for stocksHistory shows recovery swings are almost always followed by gainsTue Oct 20 2020 - 05:50
Stocktake: Stock markets want Trump to go quietly‘Blue wave’ would likely result in higher US economic growth, major firms sayTue Oct 20 2020 - 05:40
Stocktake: US earnings season kicks into gearNetflix, Tesla and Amazon reporting earnings this weekTue Oct 20 2020 - 05:10
Stocktake: Is Europe’s old-economy label unfair?Europe has gradually shifted towards more growth-orientated sectorsTue Oct 20 2020 - 05:00
Overconfident CEOs: ‘Heads I win, tails it’s chance’Stocktake: New paper indicates cocky candidates more likely to get the top jobTue Oct 06 2020 - 05:50
Stocktake: Exxon Mobil suffers worst losing streak in 40 yearsMany of the biggest market winners eventually become the biggest losersTue Oct 06 2020 - 05:40
Stocktake: Investors spooked by market declineInvestors are more worried about a market crash than at any time over the past 20 yearsTue Oct 06 2020 - 05:10
Stocktake: Depressed analysts make better earnings forecastsA little depressive realism might do optimistic analysts no harm at allTue Oct 06 2020 - 05:00
Stocktake: Investors should not trust cheating CEOsExecutives who cheat on their spouses also cheat in the workplace, paper claimsTue Sept 29 2020 - 05:50
Stocktake: Correction time for stock marketsThis is still a bull market, so it’s wise to give stocks the benefit of the doubtTue Sept 29 2020 - 05:40
Stocktake: US election likely to provide opportunity as markets fretGood news for investors is politics-related sell-off is likely to generate a decent buying opportunityTue Sept 29 2020 - 05:10
Stocktake: Tech stocks suffer but this is no dotcom Mark IIClaims tech stocks’ recent run resembles the dotcom era are wide of the markTue Sept 29 2020 - 05:00
Stocktake: Lotteries, day trading and magical thinkingVisualise winning and make it happen – it’s nonsense of the highest order, of courseTue Sept 22 2020 - 05:50
Stocktake: Fund managers remain cautious about stocksFears of a tech bubble cited as the second-biggest tail risk (no prizes for guessing the first)Tue Sept 22 2020 - 05:40
Stocktake: More hollow stock market boasts from TrumpResearch shows the Dow has averaged annualised gains of 9.9% under Trump – right in line with historical averagesTue Sept 22 2020 - 05:10
Stocktake: Snowflake stock looks bubblyThe prevailing attitude among investors now is one of buy high, sell higherTue Sept 22 2020 - 05:00
Stocktake: Analysts still cautious on TeslaWith the stock now having lost third of its value, has valuation sanity been restored?Tue Sept 15 2020 - 05:50
Stocktake: Tech stocks still look extended after correctionBoth bulls and bears can use recent stats to support their investing thesesTue Sept 15 2020 - 05:40
Stocktake: Record roller-coaster year for stock marketsIt has been a crazy, record-breaking year, with unprecedented twists and turnsTue Sept 15 2020 - 05:10
Stocktake: Investors let politics determine investment strategyPartisan Republican investors ‘relatively unfazed’ about coronavirus impactTue Sept 15 2020 - 05:00
Stocktake: Buffett’s simplest lesson: the power of compounding interestLegendary Berkshire Hathaway chief began investing 80 years ago at the age of 10Tue Sept 08 2020 - 05:50
Stocktake: Splits drive investors crazy for TeslaValuation expert ‘floored’ by the market reactionTue Sept 08 2020 - 05:40
