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Showing 1 - 10 of 509 results for "Historically"

Investors being influenced by the 'Powell pivot'

ELIZA BAVIN  |  WEDNESDAY, 20 MAR 2024
... bets. "Beating the benchmark does not define 'success,' especially in sectors where the majority of managers have historically outperformed the index - such as investment grade credit." Additionally, the report found that for investment grade credit ...

Hamilton Lane debunks private market myths

ANDREW MCKEAN  |  MONDAY, 11 MAR 2024
... given 39% of sustainable investments are in the venture sphere - for sustainable and non-sustainable investments historically have virtually the same return profiles, suggesting that focusing on sustainable investments will not necessarily have material ...

Super funds in pole position for expanded advice

KARREN VERGARA  |  MONDAY, 26 FEB 2024
... funds to say, 'well, what are the capabilities am I going to need to [implement these] because they have not historically done it," she told last week's SMSF Association Conference. Last year, assistant treasurer Stephen Jones said that superannuation's ...

REITs primed for investor cash amid uncertainty

CHLOE WALKER  |  FRIDAY, 2 FEB 2024
... market may lose their ability to maintain prices during a downturn. On the other hand, Rush stated that REITs have historically proven to be a defensive investment option during the more common recessions of the past 35 years, indicating that COVID-19 ...

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 ...
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