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29 July 2025 • By Georgie Preston • 1 min read

US–Europe deal encourages domestic investment, says ECP

The US and Europe trade deal reached on Monday has led to increased volatility in European markets, which the asset manager says could be a lesson on ...

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Higher interest rates the ‘biggest’ short-term risk for markets, says CIO

Infinity Asset Management has warned interest rates will be a critical driver for markets over coming months, ahead of the Fed’s rate decision this ...

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Valuations for high-yield credit ‘extremely rich’ in US and Europe

The fundamentals for high-yield credit remain attractive but valuations have become extremely stretched, according to Allspring Global Investments

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RBA’s July decision ‘a pause, not a pivot’ in monetary policy, says Morningstar

Morningstar expects the Reserve Bank will still make around three cuts in this cycle, bringing the cash rate to a neutral level of around 3 per cent

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Magnificent 7 not dead yet despite concerns, says VanEck

The first wave of earnings reports for mega-cap tech stocks has led some to declare the end of the Magnificent Seven era, but VanEck remains broadly ...

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Australian equities ‘overvalued’ again but opportunities remain: Morningstar

The Australian sharemarket is back to overvalued following the sharp rally since April, but many sectors still offer attractive stocks, according to ...

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Positive investment performance drives surge in FUM for Regal Partners

Client inflows and solid investment performance across a range of investment strategies has boosted funds under management and commitments to $18

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Federated Hermes bullish on Japanese equities despite tariff disappointment

Following Japan’s 15 per cent tariff agreement reached with the US this week, Federated Hermes says other countries should take heed. As the clock ...

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AUSTRAC closes enforceable undertaking with NAB following audit

The agency has finalised an enforceable undertaking with NAB after the major bank demonstrated it had improved its systems and processes

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Rise in Japanese bonds not entirely bearish for fixed income, says AXA

AXA remains optimistic about the bond market, dismissing concerns that rising Japanese government bond yields spell trouble for global fixed income

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