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Showing 151 - 160 of 907 results for "valuations"

Older clients boost book values

KARREN VERGARA  |  THURSDAY, 13 JUN 2024
A client book full of older clients are fetching a higher premium compared to last year, new advice practice valuations show. The Radar Results June 2024 price guide reveals that books of investment and super clients aged 80+ years old have seen their ...

Principal Finisterre launches new debt fund

ELIZA BAVIN  |  MONDAY, 27 MAY 2024
... market growth, prudent risk pricing, and easing US financial conditions. "Right now, we are seeing a squeeze in terms of valuations which are positively impacting investors, allowing them to access the benefits of fixed income at potentially higher returns," ...

New platform launches for high-net-worth families

ELIZA BAVIN  |  FRIDAY, 24 MAY 2024
... platform promises to change the way families see, track and discuss their wealth. "The platform provides visibility and valuations across traditional investments and alternatives, but it also uses artificial intelligence to bring that sentimental aspect ...

Family offices up active management, eye generative AI: UBS

ANDREW MCKEAN  |  THURSDAY, 23 MAY 2024
... allocation to real estate dropped to 10% in 2023 from 13% in 2022, driven by ongoing uncertainty about when property valuations will stabilise and the increasing appeal of liquid, yield-generating assets. "I can well understand the finding as we have ...

Value versus growth: Market expectations in 2024

ANDREW MCKEAN  |  THURSDAY, 16 MAY 2024
... is optimistic, inflationary pressures must be considered. If a less benign scenario unfolds, it will impact business valuations. She noted that currently there is a significant disparity between expensive and cheap stocks in the US. Overvaluation is ...

Price dislocations pave way for active managers

KARREN VERGARA  |  WEDNESDAY, 15 MAY 2024
... Alphabet, Amazon, Apple, Meta, Nvidia, and Microsoft. Compared to their 2021 levels, Liu said the Magnificent Seven's valuations are not as stretched. "If you think of the earnings capability of these companies ever since accelerated computing and disruptive ...

Stockspot plots entry into superannuation space

JAMIE WILLIAMSON  |  TUESDAY, 7 MAY 2024
... ensures the investments are valued every market day, and won't be invested in "unlisted assets that are prone to delayed valuations and unfair prices for members." In terms of fees, Stockspot Super will charge 0.53% per annum in administration fees ...

S&P/ASX200 tipped to hit 8300: VanEck

KARREN VERGARA  |  TUESDAY, 23 APR 2024
... upside potential through market share expansion and have historically outperformed in prolonged market recoveries. Valuations are attractive with 12-month forward price to earnings below the historical average. Mid-caps also reported the highest upside ...

Perennial launches new investment fund

ELIZA BAVIN  |  FRIDAY, 19 APR 2024
... attractive for Perennial's PPP strategy. "In terms of deployment, the domestic private market remains favourable with lower valuations and attractive terms, and few suppliers of this type of private capital," Lyons said. "On the other hand, we have seen ...

Morningstar warns of stretched valuations in Australian equities

ANDREW MCKEAN  |  TUESDAY, 9 APR 2024
The Australian equity market is slightly overvalued following a strong rally, according to Morningstar's Q2 2024 outlook. The S&P/ASX 200 benchmark has climbed about 15% from its October 2023 lows to hover around 7800, signalling what Morningstar called ...