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Showing 111 - 120 of 951 results for "valuations"

HUB24, Netwealth projected to overtake Insignia: Morningstar

MATTHEW WAI  |  TUESDAY, 29 JUL 2025
... Morningstar has revised its forecasts for HUB24 and Netwealth, with continued strong performance from the pair pushing their valuations higher. Total shareholder returns for HUB24 and Netwealth since the start of the year to 24 July 2025 were around ...

American Century cuts US outlook amid tariff impacts

MATTHEW WAI  |  TUESDAY, 29 JUL 2025
... forecasts for longer-dated bonds remains healthy. However, the firm lowered return forecasts for all equities and reduced valuations for US stocks. "We expect P/E multiples for US large-cap stocks to decline over the next five years, reducing our (arithmetic ...

Investors 'ignoring' volatility: Schroders

ELIZA BAVIN  |  THURSDAY, 17 JUL 2025
... uncertainty. Schroders said instead, investors are choosing to look to fundamentals in an environment where stretched valuations, policy divergence and asset price inflation dominate the narrative. Schroders head of multi-asset and fixed income Sebastian ...

GQG assets hit record high despite underperformance

KARREN VERGARA  |  WEDNESDAY, 9 JUL 2025
... investors. The fund manager continues to be defensively positioned with the goal of protecting client capital amid valuations and macro-economic volatility. In the March quarter, GQG slashed its consumer discretionary and information technology holdings ...

Prime Value expands microcap fund

ELIZA BAVIN  |  MONDAY, 7 JUL 2025
... 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 double-digit earnings growth and delivering a good dividend ...

Local assets help deliver 12% for ART

KARREN VERGARA  |  WEDNESDAY, 2 JUL 2025
... Domestic infrastructure's contribution to returns was also notable, thanks to investments in Australian airports, with valuations reverting to pre-COVID levels over the course of the year. Of the $33.6 billion invested in infrastructure, 6% or nearly ...

Regal Partners adds to stable, plans hotels strategy

JAMIE WILLIAMSON  |  THURSDAY, 26 JUN 2025
... the real estate investment sector, supported by an attractive seed asset purchased at a significant discount to prior valuations that we anticipate will have the ability to generate strong risk-adjusted returns for our clients," O'Connor said. "We believe ...

Increased local, international demand drives practice valuations

MATTHEW WAI  |  WEDNESDAY, 18 JUN 2025
... for practices, rising between 10% and 30%. The guide said there were several themes reflected in the data, including valuations for client registers filled with older clients - 80 years and over - skyrocketing. They are now achieving 1.5x recurring revenue ...

ASIC takes action on Australian Fiduciaries

KARREN VERGARA  |  MONDAY, 16 JUN 2025
... a complex group of entities controlled by related parties is also a concern. Another failure is to conduct regular valuations of its schemes, as well as the loss of value in the underlying assets. In a June 12 investor update, Australian Fiduciaries ...

Aussies feeling FOMO on private markets: Survey

MATTHEW WAI  |  THURSDAY, 12 JUN 2025
... improves for individual investors as platforms build the technology to deal with lower liquidity and less frequent valuations, and investment managers create more evergreen funds," Watson said. It comes as the industry urged ASIC to ramp up scrutiny ...