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| | | ... Standard. "That may also lead to a change in investment strategy. For example, there may be a preference for high-growth stocks or stocks undertaking share buybacks as compared to dividend-paying stocks as dividends will be subject to these tax changes," ... |
| | | | ... Energy, Pilbara Minerals and Appen. Conversely, most realised their investment in the banking sector, as the most sold stocks included Westpac, Commonwealth Bank, Fortescue, and Appen. This saw retail investors' largest portfolio holdings at financial ... |
| | | | Institutional investors are aggressively buying into risk as stocks are reaching new highs, likely spurred by falling market volatility as Australia sees surges in local investments, new data from State Streeet finds. The State Street Risk Appetite ... |
| | | | ... leading the market with 26% returns for 1H25," VanEck chief executive and managing director Arian Neiron said. "Gold mining stocks have returned to form as the traditional leveraged play on gold, with two out of the top five ETFs focusing on this segment ... |
| | | | ... and L1 Capital co-founder Raphael Lamm would be distracted by the merger but reinforced that they "just want to focus on stocks." Landau and Lamm, who are currently joint managing directors of L1, will be stepping back from management responsibilities ... |
| | | | ... the SIV. Prime Value Microcap Fund portfolio managers Richard Ivers and Mike Younger said underperformance in small cap stocks over several years has created attractive valuations. "Some microcap companies are trading at single-digit P/E ratios with ... |
| | | | ... balanced and resilient portfolios." Meanwhile, Kiran Singh, co-chief investment officer, said: "The dominant US technology stocks continued their surge through to mid-March, before pulling back with the broader market following the US government's tariff ... |
| | | | ... precision tool." Scientific Beta said the need to bridge portfolio imbalances has been highlighted in recent times as US growth stocks, led by the so-called 'Magnificent Seven', have dramatically outperformed value stocks, which has resulted in many ... |
| | | | ... global credit, we allocated to a new manager, further diversifying our income sources. "Technology and large-cap growth stocks have led the charge, and our portfolios have been well-positioned to capture that upside." Shelley said the key to success ... |
| | | | ... funds, which appear to be regaining their footing after extended and unusual periods of high correlation between bonds and stocks due to post-Covid stimulus and low rates. With bond yields normalising, offering diversification benefits, we could see ... |
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