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Trump inaugurated as 47th President

ELIZA BAVIN  |  TUESDAY, 21 JAN 2025
... expected, and the disinflation we have seen over the last 12 to 18 months in the US economy has run into headwinds. That is now starting to challenge US equity market valuations," Hennessy said. "Looking back to September and the lows in bond yields ...

Super admin providers face reckoning in 2025: Finura

KARREN VERGARA  |  MONDAY, 20 JAN 2025
... scrutiny from the regulators. ASIC suing Cbus for poor member claims experience and the 70% decline in Link Group's (which is now MUFG Pension & Market Services) share price are just some examples prompting superannuation funds to reassess their ...

Insignia grants CC Capital limited due diligence

ELIZA BAVIN  |  MONDAY, 20 JAN 2025
... informed in accordance with its continuous disclosure obligations, but it will not otherwise be commenting on the process that is now underway with CC Capital. Insignia Financial has engaged Citigroup and Gresham Advisory Partners as its financial advisers ...

Coalition members call for superannuation guarantee reform

ANDREW MCKEAN  |  FRIDAY, 17 JAN 2025
... "The last time the Coalition were in power, they froze super and forced people to raid their super to get by in a pandemic. Now, they're talking about cutting super and getting workers to raid what's left for more expensive houses. "It's clear that working ...

Dimon 'cautiously pessimistic' on US economy

KARREN VERGARA  |  FRIDAY, 17 JAN 2025
... geopolitical tensions underpin his stance in the face of the US reporting GDP levels that were equivalent to Europe but are now 30% higher. Dimon attributes this to the country's culture of innovation, growth, and capital investment that led to plentiful ...

Partners Group promotes local staffers

ELIZABETH FRY  |  THURSDAY, 16 JAN 2025
... Krish Vaswani has been with the global private market asset management firm since 2016 and joined the royalties team which is now the manager's fifth asset class after private equity, infrastructure, real estate and debt. Previously, Vaswani was ...

Top asset management trends for 2025

ANDREW MCKEAN  |  WEDNESDAY, 15 JAN 2025
... an up and to the right trend that's flattered many asset managers' businesses. However, themes that will shape the industry now, and in the years ahead, are emerging, according to Oliver Wyman. The management consulting firm's 10 Asset Management Trends ...

Economist's wishlist: Lower tariffs, bond yields settling

ELIZA BAVIN  |  WEDNESDAY, 15 JAN 2025
... inflation surprises and the high likelihood of higher tariffs, it is difficult to see headline inflation slowing to 2% for now," she said. "So, a good outcome for 2025 would be no further acceleration in inflation from current levels, which would help ...

Trump's response to global conflict adds uncertainty to private markets: IFM

ANDREW MCKEAN  |  TUESDAY, 14 JAN 2025
... would've expected from even 12 months ago. IFM Investors co-head of Australian diversified credit Lillian Nunez said the firm now predicts that base rates will likely remain elevated throughout the year, with the first rate cut not expected before May ...

Channel Investment Management secures RE mandate

KARREN VERGARA  |  TUESDAY, 14 JAN 2025
... strategies. CBRE Investment Management's Global Infrastructure Securities Fund and Global Property Securities Fund are now under the remit of Channel IM. The Global Property Securities Fund is actively managed and invests in a portfolio of 60% to ...