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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 9

Trade Hopes
By David Bassanese - Nov 05, 2018
Originally published by BetaShares Week in review Global stocks and bond yields staged a rebound last week, reflecting strong US economic data and hopes that US and China could be edging closer to a...
Originally published by BetaShares The recent decline in equity prices has once again highlighted the importance of asset allocation and portfolio diversification. As will be demonstrated in this...
Originally published by BetaShares Week in review Global equity market weakness – led by Nasdaq's tech darlings – was again the dominant market feature of the past week. That said, what...
Uneasy Calm
By David Bassanese - Oct 21, 2018
Originally published by BetaShares Week in review An “uneasy calm” is perhaps the best way to characterise global markets last week – with little in the way of major events and...
Originally published by BetaShares The recent pull back in global equity markets has tended to fall most heavily on growth orientated stocks, which have also run the hardest in recent years. Given the...
Originally published by BetaShares Week in review The highlight of the past week was the sell-off in global equities, which seemed a delayed reaction to the surge in US bond yields one week earlier....
Originally published by BetaShares The recent surge in US bonds yields has caught the attention of investors worldwide and forced a re-think over the equity outlook. This note suggests, however, that...
Bond Breakout
By David Bassanese - Oct 08, 2018
Originally published by BetaShares Week in review The highlight of the past week was clearly the surge in US bond yields which helped drag down equity prices to a degree. Having broken through...
Wage Watch
By David Bassanese - Oct 02, 2018
Originally published by BetaShares Week in review It was a moderate risk-off week for equities thanks to both disappointment that China essentially called off new trade talks with the US and because...
Originally published by BetaShares Although American based tech giants – such as Google (NASDAQ:GOOGL), Facebook (NASDAQ:FB) and Amazon (NASDAQ:AMZN) – are already household names, it may...