ASX 200 Stocks at Risk During Recession – Having a Look Under the Bonnet

by Foresight Analytics | Oct 14, 2022

Key Points: We recently updated our TAA/DAA outlook and are now positioned for recession.  We recommended a weight of 3/10 in Growth assets and 4/10 in defensive assets with our highest weight 7/10 in cash (TAA Updated Q3 2022 – 15 September).  Equities are unlikely...

Strategy Update – ‘Its Time”

by Foresight Analytics | Sep 22, 2022

A ‘higher for longer’ Scenario was negative for Bonds and Equities

by Foresight Analytics | Sep 22, 2022

AUD Cheap against JPY and USD

by Foresight Analytics | Sep 22, 2022

ASX Reporting Season Update – Good enough for the optimists

by Foresight Analytics | Sep 5, 2022