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Showing 121 - 130 of 6307 results for "Stocks"

Climate funds see first year of outflows

ROSE MARY PETRASS  |  FRIDAY, 24 JAN 2025
... mandates than new fund launches. "High interest rates continued to penalise some areas of the market, such as clean energy stocks and other growth stocks," explained Morningstar Sustainalytics sustainable investing research head Hortense Bioy. The median ...

Depreciating Aussie dollar could prove opportunistic

MATTHEW WAI  |  FRIDAY, 24 JAN 2025
... Australian dollar is down 9%, around $0.06, to the US dollar, which Griffin said is not reflected in consensus numbers for most stocks. "Sell-side estimates always become a bit stale at the start of the year, as analysts haven't updated their number ...

Aussie shares cost 8% more on rebalance days: Dimensional

KARREN VERGARA  |  FRIDAY, 24 JAN 2025
... information from market prices every day and spreads turnover across all trading days in the year, with flexibility across stocks, quantities, and time," Dimensional said. "Such an approach can help investors target higher expected returns while also ...

Australian Ethical 'cautious' on valuations

ELIZA BAVIN  |  THURSDAY, 23 JAN 2025
... same'. Markets are dynamic and there's always curveballs to contend with," it said. "Investment experts will say many AI stocks are 'priced to perfection', which essentially means that all the expectation for the future growth of these companies is already ...

Where to invest when local equities look expensive

ANDREW MCKEAN  |  MONDAY, 20 JAN 2025
... For diversification and better value, Halloway said the world's largest stock market is first to mind. "Small and mid-cap stocks trade below fair value, while large caps generally look expensive," Halloway said. He noted that 10 stocks, including the ...

Investors should avoid overvalued US sectors: Talaria

ELIZA BAVIN  |  FRIDAY, 17 JAN 2025
... Selby-Smith said. Selby-Smith said strong growth in US equity markets has stemmed predominately from a narrow cohort of stocks and valuation expansion rather than solid earnings growth, creating significant risk for investors. With the S&P 500 up 23% ...

GIC's investment chief to step down

ELIZABETH FRY  |  THURSDAY, 16 JAN 2025
... diversifying GIC's investments into alternative assets like unlisted companies and real estate and reducing reliance on stocks and bonds. For his part, Yeo joined GIC in 2003 as a portfolio manager with the fixed income team before holding senior ...

Monetary policy to underscore 2025 allocations

ANDREW MCKEAN  |  FRIDAY, 10 JAN 2025
... Australian market where we saw a sharp rotation from banks to resources following the stimulus announcement," he said. Chinese stocks have also turned a corner, outperforming the US market year-to-date, for the first time since 2017. But it remains to ...

Bull market buoys super funds' 2024 returns

MATTHEW WAI  |  WEDNESDAY, 8 JAN 2025
... reflects strategic allocation and active performance by our equity and credit managers to asset classes and our overweight to stocks which we expected to perform strongly during the year, and this strategy has been successful," Shelley said. "We've ...

Boutique global asset management firms' investment outlook

ANDREW MCKEAN  |  FRIDAY, 20 DEC 2024
... "Concentration risk remains the evident challenge with the US constituting two-thirds of the MSCI ACWI and the ten largest US stocks being more than one fifth of the global index," he said. "While opportunities will always present for active managers ...