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Showing 101 - 110 of 826 results for "valuations"

Infrastructure's diversification benefits timely: Clearbridge

CHLOE WALKER  |  WEDNESDAY, 10 JAN 2024
... portfolio manager Nick Langley, increasing earnings and strong fundamentals in 2023 were not enough to keep infrastructure valuations from falling due to the rise in real bond yields. Langley reported that in November 2023, yields in the US increased ...

Morningstar reveals Australian equities upgrades, downgrades

ANDREW MCKEAN  |  FRIDAY, 15 DEC 2023
... Perpetual's straightforward, disciplined, and diligent process. The focus is on high-quality names that trade at reasonable valuations with considerable upside," Morningstar said. "However, Perpetual's value and quality bias and this strategy's industrials ...

Mild recession in 2024, higher interest rates: Vanguard

KARREN VERGARA  |  WEDNESDAY, 13 DEC 2023
... substantial increase in bond return expectations. For equities, however, the higher-rate environment depresses asset price valuations across global markets while squeezing profit margins, as corporations find it more expensive to issue and refinance ...

Rest welcomes chief financial officer

CHLOE WALKER  |  TUESDAY, 5 DEC 2023
... Rest chief executive Vicki Doyle, and will be responsible for overseeing financial strategy, management and reporting, valuations, actuarial, portfolio governance, taxation, and investment operations. "John's deep experience and knowledge is a welcome ...

Commercial property likely to recover in 2024: Insights

JAMIE WILLIAMSON  |  FRIDAY, 1 DEC 2023
... between formal valuation metrics and market sentiment. However, with more deal evidence now coming through and formal valuations likely to be adjusted further... we expect the gap between sentiment and formal valuations to erode substantially over the ...

Super funds increasing offshore investment, currency hedging lessens: NAB

ANDREW MCKEAN  |  MONDAY, 27 NOV 2023
... 2021, in which listed equities figured most prominently. "While there has been increasing scrutiny over illiquidity and valuations of unlisted assets, funds still view these asset classes as attractive for delivering long term returns for members. It's ...

Quality is worth paying for in 2024: UBS

CHLOE WALKER  |  THURSDAY, 23 NOV 2023
... quality-income and high-quality cyclical stocks in Europe, and in select stocks in Asia. "Quality stocks typically have higher valuations than the overall index, but we think quality is worth paying for in 2024," the team said.

Scarcity Partners brings private equity investment model to Australia

ANDREW MCKEAN  |  WEDNESDAY, 22 NOV 2023
... founded by asset management executives, generates returns for investors through a combination of increasing equity valuations of investee companies and profit sharing via management fees. Previously, investors could only participate in this type of investment ...

Currency hedging solution launched for managed accounts

JAMIE WILLIAMSON  |  WEDNESDAY, 15 NOV 2023
... ongoing basis," Rochford said. The fund is designed for wholesale investors with USD-denominated assets to protect valuations against a rising AUD. Selling USD against the AUD via foreign exchange spot and over the counter derivatives, the fund provides ...

VanEck launches AUD-hedged equity ETFs

ANDREW MCKEAN  |  WEDNESDAY, 8 NOV 2023
... return outcomes, excluding 'junk' investments, and enhanced transparency and cost-efficiency. "In light of US equity valuations, particularly the S&P 500, investors are looking for hyper-selective strategies that consider fundamentals and improved risk-adjusted ...