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ANTHONY FENSOM News & Analysis

Positioning for reflation
Markets
Positioning for reflation
History shows commodities have outperformed during periods of high inflation compared to stocks, writes Anthony Fensom.
Anthony Fensom | 24 November 2020
Suganomics: Abenomics rebooted
Stocks
Suganomics: Abenomics rebooted
Slashing red tape and raising the minimum wage are among the priorities for new leader Yoshihide Suga. Anthony Fensom shows how investors can...
Anthony Fensom | 26 October 2020
Investing for the recovery with ETFs
ETFs
Investing for the recovery with ETFs
Whether the rebound is V, U or L-shaped there’s a portfolio mix to suit your risk profile, writes Anthony Fensom.  
Anthony Fensom | 22 September 2020
Asian stocks: Picking the recovery
Stocks
Asian stocks: Picking the recovery
Markets in the region have posted gains over the past month, particularly in those nations showing progress in combatting the coronavirus.
Anthony Fensom | 18 May 2020
Japan 2020: From boom to gloom
Markets
Japan 2020: From boom to gloom
The virus may have postponed the Olympics, but the world’s third-largest economy is tipped for a V-shaped recovery.
Anthony Fensom | 15 May 2020
Earth Week: plotting a path to more responsible investing
Stocks
Earth Week: plotting a path to more responsible investing
There are more opportunities than ever to build a ‘responsible’ portfolio of ethical investments without sacrificing returns.  
Anthony Fensom | 22 April 2020
Shares vs property: How COVID-19 is harming returns
Markets
Shares vs property: How COVID-19 is harming returns
Fears of rising unemployment are tipped to affect house prices while there is talk the corona crisis could fuel a 50pc fall in the US share market.
Anthony Fensom | 30 March 2020
Staying on target: Portfolio rebalancing and ETFs
ETFs
Staying on target: Portfolio rebalancing and ETFs
Exchange-traded products can help investors strike the delicate balance between being too hands-on with their portfolios and fiddling too much. 
Anthony Fensom | 16 February 2020
Asia's rat year: pestilence or promise for investors?
Markets
Asia's rat year: pestilence or promise for investors?
Asia's Year of the Rat has begun inauspiciously, with the coronavirus crisis scaring investors after the early optimism of a US-China trade...
Anthony Fensom | 31 January 2020
Why investors are racing to fixed-interest ETFs
Funds
Why investors are racing to fixed-interest ETFs
From barely a dozen fixed-interest ETFs five years ago, there are now nearly 30 Australian and global funds, with more in the pipeline, writes...
Anthony Fensom | 26 November 2019