by Foresight Analytics | Sep 25, 2023 | Blogs, Market Insights
Overview The decline in inflation at record low unemployment rates is welcome news, but there is uncertainty about how much further it will fall. This will keep rates higher for longer and ensure full pass-through of the work done thus far. A US recession is only...
by Foresight Analytics | Sep 25, 2023 | Blogs, Market Insights, Reports
Overview Thematic investing has generated significant interest across the investment community in recent years. In tandem, thematic index investing is increasingly making headlines as investors seek passive options that offer the same exposure as an active thematic...
by Foresight Analytics | Sep 20, 2023 | Market Insights, Reports, Investment Ratings Report
Key Points: The Coolabah Active Composite Bond Fund (Hedge Fund) (the Fund or FIXD) is an active, fixed-income strategy. It is listed on the CBOE. Its focus is on mispricing in the government and corporate bond markets, with the aim of delivering superior...
by Foresight Analytics | Aug 25, 2023 | Market Insights
Key Points: A global recession remains our base case, although we now concede it is more likely H1 next year. The US has been more resilient than we had anticipated and is propping up the global economy making the global economy vulnerable to a US downturn. The...
by Foresight Analytics | Aug 23, 2023 | Blogs, Market Insights, Reports
Overview Unlike equities, ETF trading is heavily influenced by institutional brokers/investors referred to as authorised participants (APs) or market makers. Though these two terms are sometimes used interchangeably, they have distinct functions. APs manage the...
by Foresight Analytics | Jul 7, 2023 | Blogs, Market Insights
Short Term Resilience Insufficient to Change Base Case Key Points Better-than-expected economic data over the past few months does not mean a recession is not around the corner. The market has latched onto more resilient economic data, particularly in the US...
