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Markets

16 February 2024 • By Rhea Nath • 1 min read

Global listed infrastructure’s pivotal opportunity in 2024

Two portfolio managers have explained why the macroeconomic environment, including potential interest rate cuts, have set the stage for the asset ...

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Could Japan and UK recessions affect Australia?

Given much furore around the Asian giant at the start of the year, a surprising technical recession has left market watchers concerned. Japan and ...

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Magellan’s CEO transition seen as positive after George’s challenging tenure

Magellan’s executive leadership restructure has not impacted its ratings. On Thursday, it was revealed that Magellan nabbed Maple-Brown Abbott’s ...

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GQG notches 37% FUM growth for CY2023

In its full year results, the fund manager has highlighted “solid business momentum” across its various geographies and channels. GQG Partners has ...

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The profitable strategy behind focusing on overlooked stocks

Much like Warren Buffett, Merlon Capital Partners’ Andrew Fraser has a preference for companies that are typically unpopular but have a good history ...

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Recession risks lurk beneath the surface

AMP’s chief economist has cautioned that, while economic growth has held up far better than expected, Australia is not out of the woods yet

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Rate cuts in 2024 more likely after jobless data surprise

Economists believe the unemployment rate could rise more quickly than the RBA anticipates in 2024. Economists concur that the recent speed at which ...

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Magellan announces new product alongside statutory profit growth

Magellan has announced the launch of a new product and an enhanced US distribution platform in an attempt to win back trust. In an ASX listing on ...

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Swiftie economist predicts $400m economic boost from Eras tour

Termed Swiftonomics, the economic boost from Taylor Swift’s tour is now occupying the minds of Australian economists as the artist heads to Melbourne ...

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Investment managers wary of emotional investing ‘trap’

A portfolio manager has explained the market opportunities that can arise when managers have a deeper understanding of human behavioural biases

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