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Showing 1 - 10 of 63 results for "Return expectations"

Baby boomers look to switch benefactors' advisers: Natixis

RIDDHIMA TALWANI  |  MONDAY, 20 APR 2026
... positioned to retain their clients and help them to navigate a path through market volatility, asset allocation and return expectations to achieve financial security." Baby boomers remained the most conservative in managing wealth, with only 27% of them ...

Geopolitical risks to drive infra investments: Report

ANGELIQUE MINAS  |  THURSDAY, 11 SEP 2025
... allocating to private markets. Investors said infrastructure equity and debt investments have met or exceeded return expectations in the last 12-18 months, with 57% of respondents enjoying outsized equity returns, and 49% signalling the same for debt ...

World's pension market hits $36.9tn

ELIZA BAVIN  |  TUESDAY, 9 SEP 2025
... complex landscape. Macroeconomic volatility, geopolitical shifts and concentrated market risks are reshaping return expectations. The current backdrop has tested even well-diversified portfolios, highlighting the difficulty of today's investment ...

SSGA expands risk-based ETF model portfolios

ELIZA BAVIN  |  WEDNESDAY, 17 JUL 2024
... ETF model portfolios employ a strategic asset allocation framework focused on risk tolerances and long-term return expectations. "Our process considers ETFs from all providers to ensure portfolio investment selection is not limited by sector, asset class ...

Australian Ethical eyes small caps as play for advisers

ANDREW MCKEAN  |  FRIDAY, 22 MAR 2024
... include responsible investing in their advice proposition, driven by rising socially responsible behaviour and return expectations, with over 90% recommending it to clients either actively or upon request. "That's a really good indication of the demand ...

Fund selectors harbour AI bubble fears, affirm belief in its longevity

ANDREW MCKEAN  |  THURSDAY, 8 FEB 2024
... concerns, and rising interest rates. This complex environment has led to a nearly 28% reduction in long-term return expectations, from 8.8% last year to 6.3%. Recession fears top their concerns at 52%, with war and terrorism at 50%, and central bank ...

Bond ETFs poised for growth in 2024: Vanguard

ANDREW MCKEAN  |  THURSDAY, 18 JAN 2024
... anticipate bond ETFs to remain popular with Australian investors in the coming year, particularly as domestic bond return expectations have substantially increased since 2022 from 1.3-2.3% to 4.3-5.3% per annum over the next 10 years. "Hopefully stabilising ...

Mild recession in 2024, higher interest rates: Vanguard

KARREN VERGARA  |  WEDNESDAY, 13 DEC 2023
... nominal return of 7%. "This is due in part to higher interest rates spurring a substantial increase in bond return expectations. For equities, however, the higher-rate environment depresses asset price valuations across global markets while squeezing ...

Vanguard reveals the premier asset class of the last 30 years

ANDREW MCKEAN  |  WEDNESDAY, 9 AUG 2023
... perfect storm of surging inflation, rate hikes, and an unusual correlation with equities. This year however, return expectations for bonds have significantly improved, and yields and spreads have stabilised. Investors are again realising the diversification ...

Online investor numbers dip as cost-of-living bites

CHLOE WALKER  |  FRIDAY, 4 AUG 2023
... yielding savings accounts (9% in May 2023, up from 8% in November 2022 and 6% in May 2022). It also found market return expectations hold steady at +1.2% versus +1.3% in November 2022. The challenging environment is fertile ground for new opportunities ...
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