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Markets

29 May 2025 • By Jasmine Siljic • 1 min read

SSGA switches gears on equities, eyes fixed income and EMs

State Street Global Advisors has been gradually reducing its equity exposure, instead emphasising fixed income and emerging markets as key growth ...

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Regal optimistic offshore presence will grow ‘materially’ on expanded product range

Regal Partners is the latest Australian fund manager to open up about its expansion plans, forecasting offshore flows to “grow materially” in 2025

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Trump’s nuclear push reignites uranium market and ETF inflows

Trump’s deregulation move has increased flows into global uranium ETFs, as the commodity’s spot price climbs on renewed investor interest

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T. Rowe Price PM diverges from the crowd on US sentiment

A T. Rowe Price portfolio manager remains bullish on US stocks despite recent headwinds, taking a stance that contrasts with some of his ...

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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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