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| | | The 32 nd annual Marketing, Advertising and Sales Excellence (MAX) and Investment Leadership Awards hosted by Rainmaker Group and its publication Financial Standard were presented in Sydney last night. Macquarie Asset Management (MAM) and MLC Asset ... |
| | | | ... headwinds from the tightening monetary and fiscal policies. The global asset manager will continue to be overweight on US equities given its advantage as a net energy exporter and its sizable exposure to AI-related companies. T. Rowe Price also cautioned ... |
| | | | ... should be overweight on tech and US tech in your portfolio." Despite this, Burns said there is still high demand for US equities, and the role they play in portfolios. "We're taking that into account and our house view on markets has certainly got ... |
| | | | ... towards the bottom quintile by end-January." According to the indicators, institutional investors remain overweight on US equities. Meantime, cross-border equity flows to Europe also held up, despite being weaker than the US, Japan and Oceania. "This ... |
| | | | ... tensions and trade policy changes have destabilised the global investment landscape. In 2025, the historic dominance of US equities was challenged as global investor sentiment began to shift in the wake of Liberation Day tariffs, Wood described. "Post-tariff ... |
| | | | ... critically evaluate their global footprint and vendor dependencies. "As interest in near round-the-clock trading of US equities grows, we are meeting this demand by extending our clearing hours to support our clients and further strengthen the safety ... |
| | | | UniSuper head of fixed income David Colosimo has warned that despite US share markets appearing to have performed very well over the month of October, the reality is more complex. "In October, US shares were actually quite strong, up about 2.25%. But ... |
| | | | ... concentration risk. It will provide a pathway for Australian investors to diversify away from over-concentration in US equities, which currently make up 70% of developed market indices, Betashares said. Betashares is also introducing the Betashares FTSE ... |
| | | | ... billion investment in the US at the time would grow to about US$1 trillion over a decade. Most of this is invested in US equities and bonds, on top of significant investments in US infrastructure, real estate and private equity. At an event to celebrate ... |
| | | | ... best described as "mixed," as North America remains the most favoured region for equities, with further buying of US equities adding to the existing overweight position. "As for fixed income overall demand remains tepid, at best. At least, that is, when ... |
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