Posts tagged with XSO
17 June 2011 - Australian fund managers – nervously long?
Caught up with a colleague who has just spent two weeks drinking coffee with portfolio managers around Australia – he is an economist by trade, it’s a perk of the profession. He noted that the only time he could remember fund managers being this bearish was in the depths of the GFC. Now, one of [...]
19 November 2009 - ASX200 sector relative performance – financials on the nose
Scalpel? Tweezers? Face mask on? Maybe a little eucalyptus oil on your upper lip too… It’s not been a great sign of strength for the global equity markets that indexes like the All Ordinaries, Canada’s TSE and the Russell have not joined the S&P at new highs. Well let’s see what is happening in the [...]