24 September 2024 • By David Page • 1 min read
The US presidential race has tightened since Vice-President Kamala Harris became the Democrat nominee. She is now betting markets’ favourite. But...
READ MORE
Global asset markets are made up of dozens of asset classes and millions of individual securities. Within all this, there are a few important facto...
READ MORE
AustralianSuper this week learned the perils of “so-called” risky US private credit by writing off $1.1 billion of their members’ capital from a...
READ MORE
The recent period of market turmoil has shifted the spotlight back to the role of bonds in investment portfolios. Government bond markets performed...
READ MORE
It’s possible that investors will remember the past couple of months as the turning point, the beginning of the end, the moment things started to un...
READ MORE
Since we first grew more cautious on stocks in early July – particularly growth stocks and international – markets have entered a period of higher...
READ MORE
The past 12 months have seen Australian companies step up their hunt for M&A opportunities to accelerate their earnings growth. But in a market...
READ MORE
In financial markets, a paradox exists – while the opportunity to exploit stock market pricing inefficiency has attracted a global mass of fund mana...
READ MORE
Many investors may already have a global corporate bond portfolio. But if they were to expand that universe just a little, and encompass the fuller gl...
READ MORE
In today’s economic landscape, asset managers in Australia are increasingly focused on driving quality to attract and retain assets. Consider the...
READ MORE
Subscribe to our newsletter
