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06 January 2025 • By InvestorDaily team • 1 min read

Private markets and AI emerge as key themes in shifting investment strategies

The latest biennial global asset owner survey by independent global investment consultancy bfinance has revealed a shift in investment priorities as ...

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Qantas set to gain from ‘premiumisation’ trend amid rising consumer wealth, says Morgan Stanley

Premium airlines are emerging as alternatives for investors seeking exposure to growing consumer wealth, and the trend favouring services and ...

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Cautious optimism for Australian shares in 2025

The Australian share market faces 2025 with a mix of uncertainty and opportunity, according to Shawn Lee, portfolio manager at SG Hiscock & ...

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AI, energy, and 'Made in America': Trends to watch in 2025

Munro Partners portfolio manager Qiao Ma has painted a compelling vision of the investment landscape, identifying pivotal trends poised to reshape ...

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Top investment picks from industry leaders: Part 3

As we approach 2025, a range of investment opportunities are emerging across various sectors, with asset managers identifying ...

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7 key threats and reasons for optimism in 2025, according to Shane Oliver

As we kick off 2025, the global economic landscape presents a complex mix of challenges and opportunities. AMP’s chief economist Shane Oliver has ...

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Top investment picks from industry leaders: Part 2

Portfolio managers are identifying key investment opportunities across various sectors, each reflecting their belief in significant growth potential

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2024: Markets, politics, and super funds – A year of uncertainty and shifting fortunes

From global tensions to domestic issues, the year has seen dramatic highs and lows, testing both investors and policymakers. Financial markets have ...

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Chief economist captures 2024 in one chart

As Australia counts down to a rate cut, an economist has emphasised the critical need for a boost in productivity. While it’s difficult for one ...

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Manager forecasts strong 2025 returns for REITs and private equity real estate

Real estate investment trusts (REITs) and private equity real estate are projected to deliver strong returns in 2025, with easing financial conditions ...

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