Category: Insights

Australia’s EPS revisions are on the rise Rising interest rates and spiralling commodity prices threaten to derail the post pandemic global recovery. However, commodity exporting

Weekly Market View from Realm Investment Management. Week ending 25th February 2022. Russia’s invasion of Ukraine dominated the news last week and caused extreme volatility

Weekly Market View from Realm Investment Management. Week ending 11th February 2022. Equity markets were generally lower last week (US small-caps managed a slight gain)

Weekly Market View from Realm Investment Management. Week ending 4th February 2022. January saw global markets lower with inflation fears and concerns over higher interest

Weekly Market View from Realm Investment Management. Week ending 28th January 2022. Intra-day on Monday the VIX measurement of market volatility rose above 38 for

                    Global equity markets were mixed in 2021 as strong performance of developed markets aided by

Weekly Market View from Realm Investment Management. Week ending 21st January 2022. Stock-markets were lower last week as concerns over inflation and central banks’ response

Weekly Market View from Realm Investment Management. Week ending 14th January 2022. Most stock-markets were lower last week with worries over rising interest rates dominating

Global pharma stocks have posted strong returns over the past two months and have outperformed broader markets aided by healthy 3Q2021 earnings season, please refer

An update on the oil sell-off and current smart-money positioning. We published a post on 20th October Oil rally may stall – what does the