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Friday 3rd May 2024
Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here.
They dominated the global share market last year and many have enjoyed tremendous growth so far this year, with NVIDIA as the clear outperformer. Whilst there’s a been a bit of an adjustment lately, Katie Stockton, founder of Fairlead Strategies in Connecticut, says there’s still plenty of momentum and their own analysis points to prices pushing higher. Katie’s approach is to build a portfolio based on technicals. “I do read macro strategists work”, she says in this weekend’s podcast, ”but it won’t drive our decision making process”. In other words, any macro development will be reflected in the indicators they follow at some point. And those technicals are painting a positive picture for most of the big tech stocks right now.
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Friday 14th June 2024
Please note this communication is not a research report and has not been prepared by NAB Research analysts. Read the full disclaimer here.
There’s been growing interest in private credit markets lately. So, what exactly is it? Phil talks to Gillian Gordon, Head of...
Published 06/14/24
Friday 14th June 2024
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You might have expected that bond yields would start creeping back up again after the Fed’s hawkish ‘one dot plot’ meeting yesterday. Instead yields fell, as the latest producer...
Published 06/13/24