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Showing 121 - 130 of 1170 results for "Macro"

Quant fund hires from JP Morgan

ELIZABETH FRY  |  THURSDAY, 30 JAN 2025
... returns with a low correlation to traditional asset classes. The ECCM Systematic Trend Fund was recently awarded Best Global Macro and Managed Futures Fund for 2024 at the Hedge Funds Rock & Australian Alternative Investment Awards.

Realm House hires from Plato

ELIZABETH FRY  |  THURSDAY, 30 JAN 2025
A former Plato Investment Management credit specialist has joined contrarian credit and fixed income manager Realm Investment House. Simon Tung has been appointed portfolio manager within the boutique asset manager's strategy and risk division. ...

Martin Currie adds to active ETF stable

KARREN VERGARA  |  TUESDAY, 28 JAN 2025
... terminated three of its funds - Martin Currie Diversified Income Fund, Martin Currie Tactical Allocation Fund, and Western Asset Macro Opportunities Bond Fund.

Trump inaugurated as 47th President

ELIZA BAVIN  |  TUESDAY, 21 JAN 2025
... stopped short of introducing fresh tariffs in his first address, it is widely accepted that he will enact them. Saxo chief macro strategist John Hardy said Trump's address marked out a confrontational policy both domestically and internationally, but ...

Where to invest when local equities look expensive

ANDREW MCKEAN  |  MONDAY, 20 JAN 2025
Australian equities are richly priced, yet local portfolios remain heavily skewed towards the domestic market; investors have avenues to seek out diversification and better value, according to Morningstar market strategist Lochlan Halloway. Australian ...

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

ANDREW MCKEAN  |  TUESDAY, 14 JAN 2025
... and Israeli-Palestinian conflict, will inject uncertainty to private markets, according to IFM Investors' Private Markets Macro Outlook. IFM Investors chief economist Alex Joiner added political risk will be considered equally important, particularly ...

Investors should stay the course in 2025: Expert

MATTHEW WAI  |  THURSDAY, 9 JAN 2025
Despite some critical short-term influences markets are currently withstanding, Morningstar portfolio manager Bianca Rose is advising investors to tread into the new year carefully without committing their investments solely to those events. Rose told ...

ASX bleeds $41bn from delistings

KARREN VERGARA  |  THURSDAY, 9 JAN 2025
The number of companies that delisted from the ASX in 2024 took $40.5 billion in market capitalisation with them. A total of 78 companies left the ASX in the 12 months to December, netting a total of 2116 entities that remained listed on the exchange. ...

SG Hiscock adds to Melbourne team

ELIZABETH FRY  |  THURSDAY, 19 DEC 2024
... also maintains an exclusive distribution partnership with abrdn. Early this year, UniSuper's head of fixed interest and macro research Robert Hogg, joined SG Hiscock as its new group chief investment officer.

Macquarie AM puts money in Aussie real estate investment firm

MATTHEW WAI  |  THURSDAY, 19 DEC 2024
Macquarie Asset Management's Real Estate division (MAM RE) has invested in IDA - an Australian specialist real estate private credit and investment manager - via its Macquarie Real Estate Partners (MREP) fund. Under the deal, IDA founding partners ...