by Foresight Analytics | Jul 17, 2024 | Blogs, Market Insights
Overview The slowdown in US economic growth has broadened. Weakness in manufacturing is now being joined by services and there is modest upward pressure on the unemployment rate. This should give the Fed room to begin cutting rates broadly in line with market... 
by Foresight Analytics | May 1, 2024 | Blogs, Market Insights
SME Financing – Apricity Apricity Finance Group (‘Apricity’) was established in 2013. Bowral-based Apricity offered an invoice financing product under which it would lend up to 95 per cent of the value of approved invoices to business borrowers. Like many... 
by Foresight Analytics | Apr 23, 2024 | Blogs, Market Insights
Overview The strong returns in IT are underpinned by solid fundamentals, but the trade has become crowded to a point where stocks are being priced for earnings perfections. This is reflected in valuations, which look stretched. By comparison, cyclical stocks have... 
by Foresight Analytics | Apr 9, 2024 | Blogs, Market Insights
Overview Foresight knows from reviewing long-standing private debt managers that their investor base is extremely loyal, generally wealthy and largely retired. The asset class is growing strongly, mostly by word of mouth. Semi-permanent capital, in evergreen funds... 
by Foresight Analytics | Mar 28, 2024 | Blogs, Market Insights
Overview Inflation is proving more stubborn than consensus expected at the start of the year. The US economy continues to remain resilient and the Fed has no option but to continue with tight policy. Clearly, the neutral rate is higher than we had thought and a...
Australia’s Labour Market at a Crossroads: Employment Holds, but Hours Tell a Different Story
Press Release | Foresight Ratings Reassigns ‘SUPERIOR’ Rating to Remara Credit Income Fund and ‘VERY STRONG’ Ratings to Remara Cash Management & Remara Credit Opportunities Funds.
U.S. Labour Market Cracks: July Jobs Miss Signals a Turning Point
Press Release | Foresight Ratings Assigns a ‘VERY STRONG’ Rating to Aura Core Income Fund & and a ‘SUPERIOR’ Rating to Aura Private Credit Income Fund.