It's all about the banks
Strong buying of the big four banks has been the main driving force behind the 4% rally in the ASX 200 index this week. Buying of bank shares has had some real urgency about it over the past three days. You'd have to think that short covering is in the mix, fuelling this rally in bank shares.
Diversified Portfolio - International Equities - 29 February
InvestSMART International Equities Portfolio February Report
Diversified Portfolio - Fixed Income - 29 February 2016
InvestSMART Fixed Income Portfolio February Report
Data Routs Bears
Hints and fears are giving way to hard numbers. And the numbers are very hard on the bears. Last night's secondary reads added to the better economic outlook, and coming ahead of important numbers from the US and China over the next two sessions saw bears capitulating after initially selling US stocks down.
Diversified Portfolios - Intelligent Investor Equity Income - 29 February 2016
Intelligent Investor Equity Income Portfolio February Report
Intelligent Investor - Diversified Portfolios - 29 February 2016
Intelligent Investor Growth Portfolio February Report
Shelter from the storm: Hunting "non-correlated" assets
Hedging against a market downturn has got harder than ever...but there are avenues to explore.
Ellerston Market Neutral Fund: Now for something completely different
A creative approach to the long/short model allows this Australian shares fund to create returns which are not correlated to the wider ASX performance
An investor's guide to looming age pension changes
Act now and optimise your position before tougher asset test changes come into effect next January.