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David Bassanese

  • Analysis & Opinion

David Bassanese's Comment & Analysis
A complete archive of David Bassanese's articles, including current analysis & opinion - Page 4

Major Asset Classes – Oz equities shine Australian equities were the best performing of our seven major asset classes in February, with good gains across several sectors. Relief that the Hayne...
Week in review It was a relatively subdued week on global markets with little in the way of major data or key news events. While hopes of an eventual US-China trade deal continues to underpin...
Originally published by BetaShares Week in review It was another positive week for global equities thanks to still reasonably reassuring growth indicators, dovish Fed commentary and ongoing hopes...
Buy The Rumour
By David Bassanese - Feb 18, 2019
Originally published by BetaShares Week in review It was another positive week for global stocks, as ongoing encouraging talk about progress in US-China trade talks remained the gift that keeps on...
Originally published by BetaShares While my “on hold” call for the RBA turned out correct last year, I now expect the RBA to cut the cash rate this year, and twice by early-2020. This...
Originally published by BetaShares Week in review Global stocks were largely flat last week, with the main “new news” being concerns over progress in US-China trade talks –...
Originally published by BetaShares Global equities returned a strong 7.3% in local currency terms during January, unwinding their 7.2% slump in December. The return in Australian dollar terms,...
Originally published by BetaShares Week in review Global equities posted further gains last week on the back of very dovish Fed commentary, capping off what’s been a promising start to the year...
Originally published by BetaShares The current equity market slump, including ‘Shocktober”, has once again shown the value that bonds can play in investors’ portfolios in terms of...
Originally published by BetaShares Week in review Despite positive noises on US-China trade talks, global stocks saw fit to focus on the negatives last week, such as signs of weaker growth in Europe...