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27 May 2025 • By Jasmine Siljic • 1 min read

Stock pickers say volatility is their edge

Active managers argue that today’s market volatility and dislocation are creating a fertile ground for selective stock picking, reinforcing their case ...

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Citi lifts gold forecast amid tariff fears

Citi has raised its short-term gold target, citing tariff threats, global risks, and resilient demand. Citi announced last week its short-term gold ...

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Is the RBA overestimating China’s resilience?

The 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 ...

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Mid-caps offering ‘unique advantages’ amid rising regionalisation

Shifting global dynamics are setting the stage for mid-cap outperformance, with one fund manager pointing to strong earnings growth in the sector over ...

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Why the ‘stars may be aligning’ for the Aussie dollar

Deutsche Bank has changed its stance on the Australian dollar, citing China’s rebound, export strength, and easing global risks as key turning points

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Private credit continues capturing instos’ attention, despite constraints

Research shows institutional investors are increasingly turning to private credit, but the APAC region’s relatively small market size remains a key ...

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Asset manager launches private credit fund

La Trobe Financial has announced the launch of an ASX-listed private credit fund. La Trobe Financial has launched the La Trobe Private Credit Fund ...

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Pundits flag rising risk of US debt reckoning

AMP’s chief economist, Shane Oliver, has warned that a confluence of rising bond yields, expanding deficits, and political discord is reviving ...

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Mounting structural risks prompting fund managers’ pivot from US

Bigger-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 ...

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Family offices deepen shift to private assets amid endowment-style pivot

Family offices are increasingly adopting endowment-style portfolios with a growing tilt towards private assets, new research shows. Fresh data has ...

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