Stocktake: Markets shrug off Capitol riotThe simple reality is markets tend to be nonchalant about socio-political upheavalTue Jan 19 2021 - 05:00
Stocktake: Is it wise to buy absurdly expensive stocks?Number of ‘extraordinarily’ costly stocks in MSCI World index at all-time highsTue Jan 12 2021 - 05:50
Stocktake: US stock market is an ‘epic bubble’GMO founder points to share price increases, surge in IPOs and manic activity in stocksTue Jan 12 2021 - 05:40
Stocktake: Even bulls concerned by US valuationsValuations and the recent market melt-up will limit any 2021 advanceTue Jan 12 2021 - 05:10
Stocktake: Europe’s ‘paltry’ technology sector holds markets back2021 should be a better year for European stocks, but structural problems remainTue Jan 12 2021 - 05:00
Stocktake: Bad forecasts don’t deter faith in future forecastsGiven forecasters got it wrong in 2020, why believe their predictions about 2021?Tue Jan 05 2021 - 05:50
Stocktake: Strategists eye more market gains in 2021After roller-coaster ride for stock markets in 2020, a robust earnings rebound is expectedTue Jan 05 2021 - 05:40
Stocktake: Will 2021 prove better for unloved UK stocks?Mass Covid vaccination and Brexit clarity ‘may mark beginning’ of better timesTue Jan 05 2021 - 05:10
Stocktake: European market rebound can continueIn a calmer 2021, momentum is with Europe, with Euro Stoxx 600 set to make 7% gainsTue Jan 05 2021 - 05:00
Stocktake: Be wary of analyst sell ratingsStudy suggests the problem is many firms put little thought into their sell ratingsTue Dec 22 2020 - 05:50
Stocktake: Bullish investors wrongfooted by CovidBets on market falls had been at their lowest level in two decadesTue Dec 22 2020 - 05:40
Stocktake: Investors hoping for Santa Claus rallyResearch suggests Christmas strength is evident across most international marketsTue Dec 22 2020 - 05:00
Stocktake: Pension funds hire the wrong managersNew study finds funds ignore advice about past performanceTue Dec 15 2020 - 05:50
Stocktake: US stock market faces a difficult decadeEstimates that US annual returns will be as much as 8% lower over next decadeTue Dec 15 2020 - 05:40
Stocktake: Airbnb and DoorDash soar amid IPO feverAirbnb making strong comeback as market capitalisation exceeds $100 billionTue Dec 15 2020 - 05:10
Stocktake: Stock valuations not absurd after all, says ShillerEconomist agrees US stocks’ high Cape ratio is justified with zero-interest ratesTue Dec 15 2020 - 05:00
Stocktake: ESG funds no longer a ‘bull market luxury’Survey shows 82 per cent of respondents expect to increase ESG allocations over timeTue Dec 08 2020 - 05:50
Stocktake: European stocks ‘finally ready to rebound’Stoxx 600 had its biggest-ever monthly advance in NovemberTue Dec 08 2020 - 05:40
Stocktake: Huge gains are bullish, not bearishIndices had massive gains last month but that’s par for the course, says LPL ResearchTue Dec 08 2020 - 05:10
Stocktake: Stocks may not dip for cautious investorsBuying all-time highs can be scary but the reality is new highs are normalTue Dec 08 2020 - 05:00
Stocktake: Betting against Robinhood users is profitableExperts note first-time investors tend to be drawn to ‘attention-grabbing’ stocksTue Dec 01 2020 - 05:50
Stocktake: Trump talks bull as Dow tops 30,000S&P 500 enjoys second-best post-election performance in historyTue Dec 01 2020 - 05:40
Stocktake: Can stocks keep gaining in December?Extended markets tend to be followed by mixed near-term resultsTue Dec 01 2020 - 05:10
Stocktake: Even Covid can’t save the ArmageddonistsMarkets now at all-time highs with further gains expected in 2021Tue Dec 01 2020 - 05:00
Stocktake: Another incredible week for TeslaElectric-car maker gains $100 billion in market capitalisationTue Nov 24 2020 - 05:50
Stocktake: Exuberant markets close to ‘full bull’Time to cash in on Covid-19 vaccine rally fast approachingTue Nov 24 2020 - 05:40
Stocktake: Extended markets need a breather after big gainsInflows into stock funds hit 20-year highs as equities soar on Covid-19 vaccine newsTue Nov 24 2020 - 05:10
Stocktake: Investors rotate out of tech stocksPositive news on Covid-19 vaccine led investors into under-owned value stocksTue Nov 24 2020 - 05:00
Stocktake: Market rotation sees Fang stocks falterIt may be time for tech high-flyers to take a breatherTue Nov 17 2020 - 05:50
Stocktake: Vaccine news brings respite for value stocksPfizer’s announcement last week was great for 2020’s losers but not for 2020’s winnersTue Nov 17 2020 - 05:40
Stocktake: Better times ahead for European stocks?Global investors are rotating into beaten-down value stocks and cyclicalsTue Nov 17 2020 - 05:10
Stocktake: Have stocks run too far, too fast?Is it risky to be buying at these elevated levels?Tue Nov 17 2020 - 05:00
Stocktake: For stocks, it’s been ‘America first’ under TrumpUS outperformance hasn’t been driven by president, but don’t expect him to buy that lineTue Nov 10 2020 - 05:50
Stocktake: Beware of changing post-election narrativesMarket rallies are the usual outcome of a close election despite who wins, says investorTue Nov 10 2020 - 05:40
Stocktake: Election outcome makes ‘shockingly little difference’ for stocksMarket impact of conservative versus liberal election outcomes ‘surprisingly similar’Tue Nov 10 2020 - 05:10
Stocktake: Volatility continues to frustrate stock marketsSeptember saw double-digit correction, only for stocks to rebound rapidlyTue Nov 10 2020 - 05:00
Stocktake: Do stocks do better under the Democrats?Does history offer any clues to which US political party is better for stocks?Tue Nov 03 2020 - 05:50
Stocktake: What result do markets want from US election?It’s best to keep an open mind and not let one’s politics affect one’s investment outlookTue Nov 03 2020 - 05:40
Stocktake: Contested US election the biggest worry for investorsOver 70% of fund managers believe contested election poses the biggest risk to equitiesTue Nov 03 2020 - 05:10
Stocktake: Investors should not ‘play’ the electionPredicting the election winner is one thing, predicting the market response is anotherTue Nov 03 2020 - 05:00
Stocktake: Time for some seasonal stock market strength?Analysts suggest holiday cheer helps generate outsized returnsTue Oct 27 2020 - 05:50
Stocktake: Global investors want Biden to winPro-Biden sentiment is especially strong in EuropeTue Oct 27 2020 - 05:40
Stocktake: A Biden victory is not fully priced into marketsBlue wave and substantial fiscal stimulus looks increasingly likely in USTue Oct 27 2020 - 05:10
Stocktake: Tesla profitable, but still expensiveElectric car maker now valued at more than $400 billionTue Oct 27 2020 - 05:00
Stocktake: Rapid recovery augurs well for stocksHistory shows recovery swings are almost always followed by gainsTue Oct 20 2020 - 05:50
Stocktake: Stock markets want Trump to go quietly‘Blue wave’ would likely result in higher US economic growth, major firms sayTue Oct 20 2020 - 05:40
Stocktake: US earnings season kicks into gearNetflix, Tesla and Amazon reporting earnings this weekTue Oct 20 2020 - 05:10
Stocktake: Is Europe’s old-economy label unfair?Europe has gradually shifted towards more growth-orientated sectorsTue Oct 20 2020 - 05:00
Overconfident CEOs: ‘Heads I win, tails it’s chance’Stocktake: New paper indicates cocky candidates more likely to get the top jobTue Oct 06 2020 - 05:50
Stocktake: Exxon Mobil suffers worst losing streak in 40 yearsMany of the biggest market winners eventually become the biggest losersTue Oct 06 2020 - 05:40
