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Showing 121 - 130 of 951 results for "valuations"

Alternatives high on the radar to escape Trump's tariffs: Fidante

MATTHEW WAI  |  THURSDAY, 5 JUN 2025
... portfolio." In November 2024, Fidante's inaugural Adviser Markets Survey found advisers were most concerned about high equity valuations and inflation, but those fears have been overtaken, with one in two advisers (50%) now ranking Trump's economic policies ...

Stakeholders ask ASIC for tougher private markets regulation

KARREN VERGARA  |  WEDNESDAY, 4 JUN 2025
... stay and grow" albeit with the need for regulatory guidance and alignment to international standards. With respect to valuations, additional supervision was warranted in this area, along with guidance on valuing assets, managing conflicts of interests ...

Allan Gray exposes 'hateful eight' bubble threat

ANDREW MCKEAN  |  FRIDAY, 30 MAY 2025
... currently knowingly or unknowingly allocating a huge part of their exposure to banks, which are trading at eyewatering valuations. A purely passive approach may leave you exposed..." Mawhinney said. Allan Gray believes investors in the local share market ...

GAM nabs Janus Henderson equities team

ELIZABETH FRY  |  THURSDAY, 29 MAY 2025
... Botton." The team also believes the macro backdrop is shifting decisively in Europe's favour. "For decades, cheap valuations alone weren't enough to catalyse change in Europe. But that's no longer the case. Geopolitical realignment sparked ...

Super funds covet more global equities: Research

KARREN VERGARA  |  MONDAY, 19 MAY 2025
... appealing, offering super funds diverse opportunities, lower trading costs and, in certain sectors, less stretched valuations. In that vein, one could reasonably assume that mega-cap US tech would hold a particular appeal for super funds." Super funds ...

Benchmark-clinging passive investors risk meagre returns: Perpetual

ANDREW MCKEAN  |  TUESDAY, 13 MAY 2025
... and momentum investors, whereas the rewards from diversification have been meagre. But looking ahead, elevated stock valuations in the US suggest more muted returns. The Perpetual Capital Markets Estimator, which projects 10-year expected returns across ...

US financial market dominance can't last indefinitely: MSCI

ANDREW MCKEAN  |  MONDAY, 12 MAY 2025
... slowdown" in distributions reflects that many assets are being held - let's say, private equity positions - at valuations investors are struggling to find buyers for. "At the start of this year, there was a lot of optimism that there would be a revival ...

Super moves: QIC, VFMC, ESSSuper, Aware Super

ELIZABETH FRY  |  THURSDAY, 8 MAY 2025
... Lend Lease, he hunted for deals and managed the due diligence process for acquisitions. At JLL, Walsh sat with the valuations and advisory team. After four years at Aware Super, ESG manager Louise Bradshaw has switched superannuation funds. She has joined ...

The top-performing (and worst) asset classes of the past year

ANDREW MCKEAN  |  THURSDAY, 8 MAY 2025
... listed property returned a "modest" 4% for the year, while Australian direct property, which suffered due to lagged valuations, returned -6% - last year's poorest performing asset class. Other defensive assets like global listed infrastructure and ...

Australian private capital sector totals $139bn: Report

MATTHEW WAI  |  THURSDAY, 8 MAY 2025
... level at $45 billion since 2022. Preqin blamed global slowdown in fundraising and deal-making, as well as falling asset valuations as the factors behind the sluggishness. However, the report found that investors from both Australia and New Zealand, as ...