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MARKET REGIME CHANGE News & Analysis

Wall Street legends flag a potential regime change in markets
Markets
Wall Street legends flag a potential regime change in markets
Two respected investors with very different approaches seem to agree on where financial markets stand today.
James Gruber | 02 July 2025
Protecting against an expensive market
Markets
Protecting against an expensive market
A column from the archives on value investing, emerging-markets stocks, and preferred stocks.
John Rekenthaler | 31 March 2021
Global Market Report - 18 February
Markets
Global Market Report - 18 February
Australian shares are set to follow Wall Street lower as inflation fears spurred a retreat from tech stocks.
Lex Hall | 17 February 2021
Stocks versus bonds: A potential paradigm shift
Stocks
Stocks versus bonds: A potential paradigm shift
Investors should at least consider the possibility that the long-standing inverse relationship between stocks and bonds has ended.
John Rekenthaler | 27 May 2020
Looking at Australian fixed income through a global lens
Funds
Looking at Australian fixed income through a global lens
The performance drivers of Australian fixed income market performance, including its corporate credit sector, are more international than many...
Andrew Canobi | 02 April 2019