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With FAANG growth slowing, focus shifts to quality: Analysts

The giant tech companies that have dominated the equity rally are showing signs of slowing growth, prompting crowding and valuation risk for investors. According to Bell Asset Management’s Ned Bell and Redwheel’s John Malloy, it could be a “pivot moment” for equity markets.

Staff Writer | 5th Jul 2023 | More
‘Rampant speculative activity’ coming to an end

Inflation and rate rises are back on the table it seems, after this week’s US Federal Reserve Board meeting, Chairman Jerome Powell indicated that rate hikes could come in 2023, but no mention of when scaling back of bond buying would begin. His comments took markets by surprise signalling a change in policy sooner than…

Ishan Dan | 28th Jun 2021 | More