David Bassanese

Global marketsThe intensification of Russia’s invasion of Ukraine – along with Putin’s nuclear talk – saw world oil prices surge 26% last week to US$115 a barrel, which in turn saw global equities...

Global Markets Last week was clearly volatile for global markets, with the attack on Ukraine initially causing a risk-off move, followed by a risk-on recovery on relief that Russian sanctions did not...

It was another rocky week for global equities, with war tensions in Europe and hot producer prices in the United States. Stocks got an early lift last week on reports that Russia might be scaling...

Global markets A hot U.S. consumer inflation report and fears of a Russian invasion of Ukraine dominated market sentiment last week, resulting in global equities retreating after bouncing back over...

Key global market moves – rate fears rattle stocks Global equities suffered a sharp fall in January as rising bond yields placed downward pressure on price-to-earnings valuations, especially among...

Despite rising bond yields last year, the strong V-shaped recovery in global equity markets from the COVID crisis of early 2020 largely continued over 2021, powered by ongoing growth in corporate...

Property gains on lower rates Australian listed property was the best performing of our seven major asset classes* in March, benefiting from a steep drop in global bond yields as central banks moved...

Week in Review Global equities recovered somewhat last week, perhaps encouraged by the fact that while most global growth indicators have softened in recent months, they’re overall still...

With global growth slowing there is understandable concern that the decade long global bull market could be finally coming to an end. This note suggests, however, that bear markets still remain a...

Week in review Global equity markets nervously retreated on the back foot last week and bond yields dropped further – reflecting soft US and European manufacturing data, a surprisingly dovish...