Stock market risk adjustment complete
The equity market's adjustment to remove the uncertainty risk premium built into prices after the weekend attacks in Paris has been quick. Investors are again returning focus to the underlying macro themes confronting markets for the remainder of the year.
Business as Usual
In an emphatic rejection of terrorism, markets around the globe rallied despite the IS attack on western values. Although initially weak, European markets turned up and finished in the green. The positive momentum spilled into the US session, and local futures are pointing to gains of around 1% at the Asia Pacific opening. However, today's market picture is clouded by mixed signals from commodity markets.
What's on at Eureka Report and model portfolio updates
Don't miss Compumedics founder David Burton, while star fund manager Stuart McAuliffe has some new plans to share with retail investors.
Meet the powerful investors who like gold
Gold prices are weak but claims gold is finished are 'tripe'... ask a central banker.
Raising DWS's valuation
The IT services stock's positive trading update offers investors some extra confidence.
Taking advantage of a downturn
The LIC model portfolio is buying stock... and downgrading Magellan Flagship Fund.
Staying with GWA Group
The building fixtures and fittings supplier's recent share price drop seems overdone but the story here will take some time to unfold.
Global stocks: Earnings shine
Many of our international stock picks reported strong results and we upgrade Facebook's valuation.
Investors wait on evidence of terrorist attacks' impact
Traders will be watching market action this morning to assess what the impact of the terrorist attacks will have on investor sentiment. This will need to be unravelled from what was going to be a weak opening in any event. Market sentiment this morning will also be negatively impacted by lower US and European markets as well as a sagging oil price.
Local and/or General
Australian investors have a job to do today - resolve the price conflict between yesterday's strong local jobs numbers and weak international leads.
Jobs jobs jobs
Weakening share and commodity prices will see the Australian share market open on the back foot this morning, largely due to China data released after market yesterday that fell short of expectations.
Likely super changes: A user's guide
Transition to retirement provisions could be limited and contribution caps could be overhauled.
Super alarm: Don't hike taxes, do cut spending
There is an ideological battle over the best way to shrink the Budget deficit.
Blue Sky's liquid alternative
The alternative asset manager invests in water entitlements, property and private equity using an investor-friendly LIC structure.
The "first ever simple corporate bond"
Australian Unity is offering retail investors a rare chance to invest in senior ranking bonds.
Tax with Max: Withdrawing a lump sum from super
Taking extra funds out of a pension account and considering a possible future tax on super earnings.