27 May 2025 • By Jasmine Siljic • 1 min read
Active managers argue that today’s market volatility and dislocation are creating a fertile ground for selective stock picking, reinforcing their case ...
READ MORECiti has raised its short-term gold target, citing tariff threats, global risks, and resilient demand. Citi announced last week its short-term gold ...
READ MOREThe Reserve Bank appears to view China as the victor of the US-driven trade war; however, questions have been raised about the board’s seemingly ...
READ MOREShifting global dynamics are setting the stage for mid-cap outperformance, with one fund manager pointing to strong earnings growth in the sector over ...
READ MOREDeutsche Bank has changed its stance on the Australian dollar, citing China’s rebound, export strength, and easing global risks as key turning points
READ MOREResearch shows institutional investors are increasingly turning to private credit, but the APAC region’s relatively small market size remains a key ...
READ MORELa Trobe Financial has announced the launch of an ASX-listed private credit fund. La Trobe Financial has launched the La Trobe Private Credit Fund ...
READ MOREAMP’s chief economist, Shane Oliver, has warned that a confluence of rising bond yields, expanding deficits, and political discord is reviving ...
READ MOREBigger-picture concerns are prompting fund managers to pare back exposure to the US, with T. Rowe Price and GQG Partners among the latest to signal a ...
READ MOREFamily offices are increasingly adopting endowment-style portfolios with a growing tilt towards private assets, new research shows. Fresh data has ...
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