by Foresight Analytics | Oct 19, 2021 | Market Insights
Key Points: Stay overweight Australia. Australia is beginning to outperform the US and history shows this can last for at least 12 months. Furthermore, Australia tends to outperform when the US yield curve is steepening. This outperformance was absent during the...
by Foresight Analytics | Oct 11, 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 September, Emerging companies and Commodities delivered high positive returns as nation’s vaccination rate...
by Foresight Analytics | Oct 1, 2021 | Market Insights
Key Points: In our previous note, we argued Fed tapering should not be feared by risk assets even though volatility is likely to increase. We have not changed our view and continue to run a modest overweight to risk assets, with a preference for Aussie equities over...
by Foresight Analytics | Sep 14, 2021 | Market Insights
Key Points- August 2021 Market Review Value and Small Cap outperform all other factors over 1 year period. Value style recovery slows down across Global markets. Developed market outperforms Frontier markets and EM. Top 2 Developed markets countries- Austria and...
by Foresight Analytics | Sep 13, 2021 | Market Insights
Key Points: The prospect of Fed tapering should not be feared by risk assets, although asset allocators should be prepared for increased volatility. We continue to run a modest overweight to risk assets, with a preference for Aussie equities over the US and Europe....
by Foresight Analytics | Sep 7, 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 August, risky assets like EM equities and REITs deliver high positive returns as vaccine roll-out accelerates...