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Analysis

23 July 2024 • By Robert Arnott • 1 min read

Nearly 40% of Australian asset managers open to outsourcing their trading

In today’s economic landscape, asset managers in Australia are increasingly focused on driving quality to attract and retain assets. Consider the...

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Go beyond the data to find quality sustainable investments in emerging markets

As investors look for new opportunities across the globe, emerging markets are increasingly attractive for those looking to benefit from technological...

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You can’t time the market

When American billionaire investor Kenneth Fisher quipped, “Time in the market beats timing the market”, he was highlighting the general upward tr...

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Australian equity capital markets could be better used

Public capital markets remain the primary forum to raise capital, provide liquidity and price transparency for companies and investors. They are a ...

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From pollution to solution – are we there yet?

The history of plastic is full of important inventions that have changed many parts of our lives. From everyday convenience to a danger to the plan...

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Marketing spin disguises reality of private debt

Rapid growth in the private debt industry means Australian investors should prioritise transparency as rates remain higher for longer. Much is writ...

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Small company buyout funds could deliver more to investors than larger buyout funds

A fall in interest rates towards the year’s end could prompt investors to increase allocations to private equity and see a rise in merger and acquis...

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Vale value investing

Value investing sounds good in theory, however, strategies based on buying the cheapest stocks and short selling the most expensive have underperforme...

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Too much of a good thing may turn bad

While investors may have benefited from the strong rise of the Magnificent Seven, the tide could turn and the risks of being concentrated in these sto...

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A deeper look at diversification

It was the late great (at least in economic circles) Noble Prize-winning economist Harry Markowitz who said the only free lunch in investing is divers...

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