13 December 2024 • By Oksana Patron • 1 min read
With an anticipated second bout of inflation following the re-election of Donald Trump, infrastructure assets – due to their “pass-through mechanism” ...
READ MOREAn unexpected drop in the unemployment rate has sharply diminished the likelihood of an RBA rate cut in the near future, erasing the optimism that ...
READ MOREThere are reasons to believe that companies aligned to AI’s adoption could deliver earnings growth significantly above consensus expectations, making ...
READ MORECompared to mid- and large-cap private equity markets, the lower mid-market offers a significantly larger opportunity set with substantial ...
READ MOREHeading into 2025, artificial intelligence (AI) remains a salient investment opportunity, particularly when packed into an ETF wrapper. The AI ...
READ MORERecent developments have underscored the view that boutique asset managers, such as GQG and Platinum, lack a sustainable competitive advantage and are ...
READ MOREIn October, Perpetual’s chair, Tony D’Aloisio, foreshadowed potential delays in the company’s deal with KKR, citing regulatory hurdles and tax ...
READ MOREThe number of Australia-headquartered active fintech businesses has dropped 7 per cent year-on-year, driven by sector consolidation, mergers and ...
READ MORERecent geopolitical events, including the fall of the Assad regime in Syria, political instability in France and a brief declaration of martial law in ...
READ MOREThe fund manager has now completed one of the largest green loan transactions in the Australian real estate sector. Charter Hall Group has executed ...
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