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| | | ... centres. Data centres are hard tangible assets, and the return profile you make on hard tangible assets is not normally as good as you make on intangibles." What is certain, he noted, is that global small caps are materially underpriced relative to their ... |
| | | | Extel, formerly Institutional Investor Research, has unveiled its inaugural executive survey, spotlighting Australia and New Zealand's top-ranked companies and chief executives. The survey gathered feedback from over 250 investors, fund managers ... |
| | | | ... administration's action around tariffs. "... as far as markets are concerned, a sharp increase in tariffs - it's not good for growth, it's not good for inflation, and it's not good for company earnings," he said. But, he said, the news ... |
| | | | ... business enhances our ability to focus on our high-quality core businesses of wealth and trading and market data where we see good opportunities for organic growth and higher returns for shareholders." The sale of the super business follows Iress' divestment ... |
| | | | Allan Gray chief investment officer Simon Mawhinney has sounded the alarm that the Australian stock market is dangerously concentrated, with the 'Hateful Eight' companies - the big four banks, Macquarie, Wesfarmers, Goodman Group, and Aristocrat - racking ... |
| | | | ... Asset Management, is urging clients to stay the course. "Uncertainty generates emotions, and emotions are often the enemy of good investment choices," Ward told the recent J.P. Morgan Asset Management Media Summit in London. Ward, who used to chair the ... |
| | | | ... double their money in about eight years with compounding. It then regained shareholder appetite, because it has shown to have good capital discipline," she said. Incidentally, what "turbocharged" Alibaba was DeepSeek, which made a splash at the start ... |
| | | | ... continuum of advice that gives people choice about how they engage and obtain advice." He added that people need access to good advice and that the partnership will create opportunities to deliver it to many. While most of Entireti's advice practices ... |
| | | | ... Ian Knox discussed the shifting nature of Australia's wealth management industry, saying he's never seen it look so good - but it could still be better. While there are some sectors that are struggling, the broader wealth management industry ... |
| | | | ... equity in bonds isn't one, then you're going to get that diversification," he said. "We've been through a very good period for balanced portfolios over the past 10-plus years where the correlation between equity and bonds has been negative. ... |
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