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Showing 11 - 20 of 515 results for "Historically"

Balanced portfolios to reap rewards in 2024: UBS

CHLOE WALKER  |  TUESDAY, 9 JAN 2024
... stakes in companies from existing private equity investors who are seeking an early exit from the market. "Secondaries historically have had a discount of 5% net asset value (NAV), but following an institutional overallocation and need for liquidity ...

Industry funds gear up for brand transformation post-merger

ANDREW MCKEAN  |  TUESDAY, 19 DEC 2023
... were exploring a merger in December 2022, saying "the two funds share a strong heritage of "member first values" as historically important profit to member industry super funds."

Private markets make concrete inroads with advisers

KARREN VERGARA  |  WEDNESDAY, 6 DEC 2023
... essential when selecting a manager," Mackay said. Several indicators both here and overseas show that private assets have historically outperformed public markets. Over the past decade, private equity and venture capital yielded an 18% return on investment ...

Income investors to thrive in 2024: Report

CHLOE WALKER  |  MONDAY, 4 DEC 2023
... base rates, while also being aware of risks involved. "We've seen significant price falls in asset classes that were historically considered 'low-risk' by textbook definitions, including the Morningstar Australia 10+ Yr Treasury Bond Index which is down ...

Global X slashes ETF fees

CHLOE WALKER  |  FRIDAY, 1 DEC 2023
... conditions," Metcalf said. "We observe increased investor interest in the role of bonds within a portfolio, driven by historically robust yields, and a positive market outlook further fuelled by the anticipation of the US Federal Reserve initiating rate ...

Super funds increasing offshore investment, currency hedging lessens: NAB

ANDREW MCKEAN  |  MONDAY, 27 NOV 2023
... assets have for the most part overridden the incentives to reduce foreign currency exposure and take advantage of the historically cheap levels of the AUD, given the perceived defensive qualities of running significant short AUD exposure," Bennett sa ...

LGT Crestone offers exclusive access to the Princely family fund

CHLOE WALKER  |  MONDAY, 27 NOV 2023
... asset classes, it has a relatively high exposure to private markets assets, including private equity, which have historically been a source of outperformance to public markets and are not otherwise easily accessible. "We expect our Australian clients ...

Australia a central focus for alternatives: Apollo

CASSANDRA BALDINI  |  FRIDAY, 10 NOV 2023
... wealth investors are making is sometimes below minimums, so you couldn't get access to the product," he said. "Historically, even if you did access alternatives, it could be complicated to manage your portfolio between the capital calls, distributions ...

Betashares to bring Cash Flow Kings ETF to market

JAMIE WILLIAMSON  |  FRIDAY, 10 NOV 2023
... flow generation and sharemarket performance, as well as persistence. Companies with a strong free cash flow have historically tended to outperform broad global equity benchmarks over the medium to long term," Betashares said. Explaining the purpose of ...

Institutions must come to the table now: First Australians Capital

CASSANDRA BALDINI  |  FRIDAY, 27 OCT 2023
... being asked." Saulo clarified that conventional risk assessment criteria often don't align with the needs of historically excluded populations lacking generational wealth and assets due to limited financial access. "So, there's a realisation ...