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Showing 1 - 10 of 121 results for "Supply chains"

AI could see emerging markets flourish: Experts

MATTHEW WAI  |  THURSDAY, 12 SEP 2024
... and creating new end markets. A driver of future capital formation is likely to be the re-architecting of global supply chains away from China toward other regions. We expect this to provide a secular tailwind in capital investment in places such as ...

Short-termism damaging Australian economy: CEDA

ELIZA BAVIN  |  TUESDAY, 27 AUG 2024
... success but warned that policymakers need to focus on future potential. "We must remain open to global markets, supply chains, investment and relationships," Wilson said. "But we cannot presume previous strengths will continue to support future prosperity. ...

MLC awards $285m mandate to Janus Henderson

ELIZA BAVIN  |  TUESDAY, 16 JUL 2024
... analysts based in Singapore and Boston. ​"The most innovative and disruptive companies of this generation have supply chains that begin in emerging markets," Graña said. "Their growth is creating several tailwinds in sectors such as biopharmaceuticals ...

Rest's MySuper option returns 8.67% in FY24

ANDREW MCKEAN  |  WEDNESDAY, 3 JUL 2024
... Impact Climate Solutions (LOGICs) Fund. Rest believes these investments will benefit from the deglobalisation of supply chains, the decarbonisation of the economy, and the digitalisation of commerce and retail. "We've also made a $1 billion commitment ...

HESTA returns 9.1% to members

ANDREW MCKEAN  |  WEDNESDAY, 3 JUL 2024
... "However, we're still seeing investment opportunities in the climate transition, governments pushing to diversify supply chains, and the potential productivity benefits from the adoption of AI," she said. She emphasised a focus on remaining nimble, ensuring ...

Where does the world's largest active manager say to invest?

ANDREW MCKEAN  |  FRIDAY, 21 JUN 2024
... issues during the COVID pandemic forced many companies to adopt a 'China Plus One' strategy, diversifying their supply chains out of China," the report said. This resulted in emerging markets benefiting from new trade partners and opportunities. Reynolds ...

BlackRock to launch new ETF

ELIZA BAVIN  |  FRIDAY, 7 JUN 2024
... a broad range of opportunities across emerging markets outside China that may warrant a separate allocation. "As supply chains are globally rewired, countries such as India, Mexico, and Brazil are capitalising on reshoring or friendshoring, while South ...

Morningstar warns of stretched valuations in Australian equities

ANDREW MCKEAN  |  TUESDAY, 9 APR 2024
... global conflicts, China's stimulus inflating commodities, and an acceleration in deglobalisation, such as shifting supply chains to domestic or friendly sources, could be triggers." Morningstar senior equity analyst Adrian Atkins said that the rally ...

Rest teams up with Fidelity to launch new fund

ELIZA BAVIN  |  TUESDAY, 9 APR 2024
... worldwide economic and geopolitical factors." Lill added that other drivers of demand included the re-onshoring of supply chains and the continued expansion of e-commerce retail. Rest's impact investments include unlisted infrastructure-focused Palisade ...

Global dividends reached record high in 2023

ELIZA BAVIN  |  WEDNESDAY, 13 MAR 2024
... have diversification across industries and across geographies. The changing global cost of capital and shifts in supply chains underscore the importance for investors to closely monitor their impact on high dividend-paying shares." Globally, 86% of companies ...
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