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Showing 111 - 120 of 3304 results for "Yield"

Private markets, asset class correlations upending 60-40 portfolio

KARREN VERGARA  |  WEDNESDAY, 17 SEP 2025
... Sydney. Marshall points to the correlation of stocks within the top S&P500 increasing as well as correlation within high yield. "It makes it harder to build diversified, single-asset portfolios. It is more difficult to build multi-asset 60-40 portfolios," ...

Family offices up equities, dial down alternatives: Goldman Sachs

KARREN VERGARA  |  FRIDAY, 12 SEP 2025
... redeploy capital into risk assets. About one quarter intend to increase private credit investments, reflecting an appetite for yield and bespoke financing solutions.

Partners Group launches royalties fund for local investors

RIDDHIMA TALWANI  |  FRIDAY, 12 SEP 2025
... its royalties strategy. The fund will accept a minimum investment of $20,000 and targets 10% net returns as well as a cash yield of 4-6% yearly. "Partners Group's royalties portfolio has low correlation with other asset classes, providing diversification ...

Fewer global equity managers underperform: SPIVA

KARREN VERGARA  |  TUESDAY, 9 SEP 2025
... horizons respectively. For the rest of 2025, bond managers face increasingly challenging market conditions. "In 2024, inverted yield curves allowed for the harvesting of higher yields with less duration risk, while narrowing credit spreads typically ...

ASIC lands special leave against Block Earner

KARREN VERGARA  |  FRIDAY, 5 SEP 2025
... Federal Court granting a special leave to appeal an April decision that found that an AFSL was not necessary to offer a fixed-yield digital asset-related product. ASIC said its appeal seeks the High Court's ruling on what falls within the definition ...

IML debuts income-focused ETF

KARREN VERGARA  |  TUESDAY, 2 SEP 2025
... Investors Mutual Equity Income Fund Complex ETF (EQIN) was admitted on the exchange yesterday. EQIN aims to provide a dividend yield after fees and expenses and before taxes that exceeds 2% above the S&P/ASX 300 Accumulation Index on a rolling four-year ...

Platinum client yanks $580m

KARREN VERGARA  |  TUESDAY, 2 SEP 2025
... will also deliver further expense control and efficiency, and we believe the combination of two highly talented teams will yield major benefits for shareholders as we move forward." Rainmaker's latest Mandate Chaser report shows State Street Investment ...

Betashares launches first private credit fund

ELIZA BAVIN  |  MONDAY, 1 SEP 2025
... conditions. For eligible Australian investors and financial advisers, the new fund offers a projected 12-month distribution yield of 8-9% p.a. and is currency hedged back to Australian dollars. The fund will be available to financial advisers and their ...

Revolution private credit trust to launch on ASX

KARREN VERGARA  |  WEDNESDAY, 27 AUG 2025
... Debt Fund II had 54 loans at the end of June with an average expected life of the portfolio being 1.1 years. The portfolio yield to maturity was 9.1%, with a credit spread of the portfolio above the BBSW benchmark rate of 536 basis points. The average ...

CBA appoints head of Australian economics

ELIZA BAVIN  |  TUESDAY, 26 AUG 2025
... global financial markets. He will also lead the development of views on funding markets, swaps and various bond markets and yield curves. Lastly, Joseph Capurso will continue as head of international economics and foreign exchange, responsible for developing ...