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Showing 1 - 10 of 2648 results for "Outlook"

Former AMP Capital research lead joins family office

ELIZABETH FRY  |  MONDAY, 15 APR 2024
Luke Dixon, the former research and investment strategy lead at AMP Capital, has joined RW Capital as the head of institutional capital and research. The White family office, led by the head of the Ray White Group, invests in direct lending, real estate ...

ETF market to soar 30%: State Street

KARREN VERGARA  |  TUESDAY, 9 APR 2024
... generally fee sensitive and are only willing to pay more if there is value," he said. State Street's latest Global ETF outlook also predicts that the active ETF segment will recover from its 2022 slowdown when flows sunk to US$1.4 billon. In 2023, flows ...

Morningstar warns of stretched valuations in Australian equities

ANDREW MCKEAN  |  TUESDAY, 9 APR 2024
The Australian equity market is slightly overvalued following a strong rally, according to Morningstar's Q2 2024 outlook. The S&P/ASX 200 benchmark has climbed about 15% from its October 2023 lows to hover around 7800, signalling what Morningstar called ...

BlackRock faces 'stiff competition' from APAC asset managers

ANDREW MCKEAN  |  TUESDAY, 2 APR 2024
... economic and geopolitical uncertainty, downward pressure on fees, and an increasingly onerous regulatory burden. "A cautious outlook continued throughout the year, and investors prioritised regular payouts in an uncertain climate. The beneficiaries of ...

Investment managers embracing AI: Mercer

ANDREW MCKEAN  |  THURSDAY, 28 MAR 2024
... Despite this, two-thirds of managers (67%) are confident that AI will increase their product range, revealing a positive outlook on AI's future role in business.

Infrastructure a foundational portfolio asset class: IFM Investors

ANDREW MCKEAN  |  THURSDAY, 28 MAR 2024
... for institutional investors as traditional asset classes, according to the latest annual IFM Investors Infrastructure Outlook. Although infrastructure has a proven track record as a standalone asset class in the Australian market, investors in the UK ...

Vanguard lowers management fees

ELIZA BAVIN  |  WEDNESDAY, 27 MAR 2024
... said. "Following the Reserve Bank of Australia keeping rates on hold last week and removing their tightening bias, our outlook for bonds remains positive and we expect interest rates to ultimately settle at levels above those in recent memory."

Why BlackRock is taking a risk-on view

ELIZA BAVIN  |  TUESDAY, 26 MAR 2024
... forecasts are starting to reflect our view of rates staying higher for longer than pre-pandemic. Markets are not eyeing that outlook for now. Second, stocks could grow more sensitive to macro news as profit margin pressures mount." BlackRock said it ...

Why this fundie sees the economy making a hard landing

ANDREW MCKEAN  |  MONDAY, 25 MAR 2024
'Goldilocks' soft-landing view, deteriorating consumer health and a poor growth outlook this Australian reporting season hints at a hard landing. "After digesting the latest information from reporting season results and company meetings our analysis ...

Chalmers expected to deliver Budget surplus

ELIZA BAVIN  |  THURSDAY, 21 MAR 2024
... less than the $69 billion we booked in the latest mid-year budget update." In the 2023-24 Mid-Year Economic and Fiscal Outlook (MYEFO) the government revealed a deficit reduction of $1.1 billion, an improvement of $12.8 billion from earlier projections. ...
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