ASX Reporting Season Update: Plenty of Bright Spots, despite cost pressures

by Foresight Analytics | Mar 10, 2022 | Market Insights

Key Points:  The ASX200’s heavy weight stocks such as BHP, RIO, CBA, and CSL all delivered positive earnings results and this provides comfort in our overweight position in the Australian market. Reporting season was generally very solid, with analysts providing a...

Cross Asset Review – January 2022

by Foresight Analytics | Mar 7, 2022 | Market Insights

Key Insights In our latest Cross-asset review, we note the spikes in local and US VIX (share price volatility indices) as well as the Gold price, reflecting rising risk aversion. The rise in inflationary expectations saw increases in real asset prices in January 2022...

Its on: the fight against inflation

by Foresight Analytics | Feb 23, 2022 | Market Insights

Key Points:  Stay overweight growth assets. It’s too early to position for a recessionary global equity market drawdown. Equity market Investors need to accept that returns will be more modest they have been over the past couple of years and that volatility will...

Australian and Global Market Outlook – Your Strategy for 2022

by Foresight Analytics | Feb 15, 2022 | Market Insights

Key Points The outlook for 2022 is more uncertain than 2021 was at this time last year. Last year the vaccination rollout was accelerating in developed markets and opening up was being planned. EM vaccination is still limping along and the emergence of a new variant...

Slidedeck: Your Asset Allocation Strategy for 2022

by Foresight Analytics | Feb 15, 2022 | Market Insights

Key Points The pandemic is not over Global inflation The business cycle Geopolitics Key asset class valuations TA A preferences and the AUD Please fill in your details to get report: Name * Email...

Cross Asset Review – October 2021

by Foresight Analytics | Nov 23, 2021 | Market Insights

Key Insights In this month’s Cross Asset Review, we assess the past performance of various asset classes and draw implications for multi asset investors. In October, Emerging companies, AUD Currency Index and S&P 500 delivered positive returns while bonds and...