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17 December 2024 • By InvestorDaily team • 1 min read

Tax liabilities sink Perpetual–KKR deal as not in shareholder interests

Perpetual’s $2 billion deal to sell its wealth management and corporate trust businesses to KKR is in jeopardy, with an independent ...

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Shrinking ASX presents prime opportunity for private markets

The ASX is on track to end 2024 with fewer listed companies than it kicked the year off with, signalling a significant shift towards private markets

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Gold has had a record-breaking year, will it do the same in 2025?

An international trade association has outlined potential scenarios in which the yellow metal could surge in 2025, or veer sideways. Gold is on ...

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Secular growth trends and inflation resilience make global infrastructure valuable choice in 2025

With an anticipated second bout of inflation following the re-election of Donald Trump, infrastructure assets – due to their “pass-through mechanism” ...

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Surprise drop in unemployment dims RBA rate cut expectations

An unexpected drop in the unemployment rate has sharply diminished the likelihood of an RBA rate cut in the near future, erasing the optimism that ...

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Are markets undervaluing generative AI’s earnings potential?

There are reasons to believe that companies aligned to AI’s adoption could deliver earnings growth significantly above consensus expectations, making ...

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Lower mid-market private equity offers ‘outsized returns’, says manager

Compared to mid- and large-cap private equity markets, the lower mid-market offers a significantly larger opportunity set with substantial ...

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AI ETFs gain traction amid expanding market opportunities

Heading into 2025, artificial intelligence (AI) remains a salient investment opportunity, particularly when packed into an ETF wrapper. The AI ...

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Boutique managers struggle against rising competition

Recent developments have underscored the view that boutique asset managers, such as GQG and Platinum, lack a sustainable competitive advantage and are ...

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Perpetual chair’s early hints on deal delays gain relevance amid tax issues

In October, Perpetual’s chair, Tony D’Aloisio, foreshadowed potential delays in the company’s deal with KKR, citing regulatory hurdles and tax ...

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