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Markets

01 July 2024 • By Maja Garaca Djurdjevic • 1 min read

Market volatility predicted for 2024–25 FY

More constrained and more volatile returns are likely over the 2024–25 financial year, an economist has said. Persistent inflation, high interest ...

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Future Fund warns era of govt bonds to diversify equity-related risk is ‘over’

Australia’s sovereign wealth fund has identified geopolitics as fundamental to a new investment paradigm, highlighting heightened risks as a primary ...

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Fund managers see exciting potential in healthcare

The healthcare sector is poised for long-term growth as advancements in AI and GLP-1 agonists continue to evolve. The healthcare sector has seen a ...

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Now is the time to strategise for the ‘back nine’, says market specialist

A market specialist has urged investors to keep their eyes forward as several macro trends are set to come to a head in the second half of 2024

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Stafford, First Super shake hands on $220m evergreen co-investment

Stafford Capital has secured a $220 million mandate, its second co-investment with a super fund in recent weeks. First Super and Stafford Capital ...

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Fund manager suggests cutting exposure to ‘overcrowded’ tech sector

This fund manager believes it may be time to retreat from the tech sector, as it has become an increasingly crowded space. While Jordan ...

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Fundies warm up to China amid compelling opportunities

Several fund managers argue that now is an opportune moment to explore Chinese markets and possibly discover “the next big thing” at discounted rates

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Focusing solely on nuclear will jeopardise net zero targets, says BloombergNEF

New research suggests developing Australia’s nuclear capability could spell trouble if it takes centrestage over renewable energy options

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Active management to spot ‘winners and losers’ in higher rates

The current higher-for-longer rate regime underscores the importance of selectivity and an active investment approach, according to an asset manager

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Qualitas secures further $300m from ADIA

The Australian alternative real estate investment manager has welcomed its third commitment from the Abu Dhabi Investment Authority (ADIA)

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