July 2020
Chinese trade bounce seeds third quarter rebound
China's exports rose 0.5 per cent and imports 2.7 per cent in June, beating expectations and setting the scene to overtake US growth and underwrite two-thirds of Australia's exports.
Watch AFR Inside Markets Episode 6: What’s next for the economy?
Join Markets Editor Vesna Poljak, senior Economics Writer John Kehoe, and their expert guests for a discussion of Australia's economic outlook.
Super funds ponder getting off the tech train
The COVID-19 crisis has made tech stocks the surprise defensive allocation, super fund chief investment officers agree.
Watch AFR Inside Markets Episode 5: Chief Investment Officer Insights
Join the Financial Review's Jonathan Shapiro and Joanna Mather, alongside leading Chief Investment Officers, to discuss investment strategies for changing market conditions.
June 2020
Watch AFR Inside Markets Episode 3: International Equities
Join the Financial Review's Jonathan Shapiro and Tom Richardson, alongside expert guests, as they talk trends and strategies for global equity investors.
Housing market intact for now, say experts
There are mixed signals when it comes to measuring the health of the housing market as the fiscal cliff looms.
Oversupply and weak demand to hit house prices further
Ongoing weakness in buyer demand combined with large numbers of houses coming online are set to dampen price recovery this year.
Watch AFR Inside Markets Episode 4: Residential property
Join the Financial Review's Jonathan Shapiro and Nick Lenaghan, alongside expert guests, as they talk trends and strategies for residential property investment.
Investors of all sizes capable of crazy bets
There are pockets of irrationality – and not just in the retail segment – of the stockmarket after an incredible rally from March, global fund managers say.
Fund managers tip rich pickings among global equities
There's equal opportunity for growth and value investors alike across Asian and US equity markets according to a panel of leading investors.
Top fund managers wary on buy now, pay later sector
Huge success is already priced into the valuations of buy now, pay later players according to top fund managers.
Australian sharemarket in the 'eye of the storm'
While the great Aussie stock rally is largely justified, top fund managers say the market may now have run ahead of earnings.
Watch AFR Inside Markets Ep 2: Australian Equities
Join the Financial Review's Jonathan Shapiro and Tom Richardson, alongside expert guests, as they talk trends and strategies for Australian equity investors.
Watch AFR Inside Markets Ep 1: What's next for the economy?
Join markets editor Vesna Poljak, economics correspondent Matt Cranston, and their expert guests for a discussion of Australia's markets outlook.
'Never say never' when it comes to negative rates
The RBA is not interested but the day may come when it has to openly admit negative interest rates are part of the monetary toolkit.
May 2020
Get expert insight with Inside Markets, our new webcast series
Join veteran markets reporters Vesna Poljak and Jonathan Shapiro, plus expert guests, for a weekly deep-dive into market conditions and investment strategies.