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Showing 271 - 280 of 1586 results for "valuation"

Perennial launches new investment fund

ELIZA BAVIN  |  FRIDAY, 19 APR 2024
Perennial has announced the launch of its latest private company investment fund for wholesale investors. The new Perennial Private to Public Evergreen Fund, called PPP+, is an evergreen version of Perennial's existing Perennial Private to Public (PPP) ...

Small cap investors told to 'stop whinging'

ELIZA BAVIN  |  THURSDAY, 18 APR 2024
... remain in the dumps." Johnson said Forager sold a meaningful percentage of its investment in some small caps due to valuation but said there were exceptions where good progress was not reflected in share prices. "Overall, the market mood for small caps ...

WTW to launch dedicated private equity fund

ANDREW MCKEAN  |  MONDAY, 15 APR 2024
... therefore where long-term illiquid DC asset strategies should start. The WTW PEAF will include mechanisms to ensure valuation alignment to the net asset value of the underlying assets and liquidity alignment to redemption timing. The process will include ...

Equity Trustees welcomes new chief financial officer

ELIZA BAVIN  |  THURSDAY, 11 APR 2024
... interim chief financial officer at ISPT and responsible for the finance, procurement, insurance, tax, treasury, and valuation functions of the business. Prior to this, she was Vanguard Australia chief financial officer from 2017 to 2022, where she led ...

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 ...

IMF flags concerns over 'risky' private credit market

ELIZA BAVIN  |  TUESDAY, 9 APR 2024
... regulated banks and transparent public markets to the more opaque world of private credit creates potential risks. "Valuation is infrequent, credit quality isn't always clear or easy to assess, and it's hard to understand how systemic risks may be building ...

Treasury mulls transfer balance credit provision reforms

JAMIE WILLIAMSON  |  THURSDAY, 4 APR 2024
... original income stream being treated as ceasing and a new one beginning with the successor fund. As it stands, a new valuation of the capped defined benefit income stream would then be required, which could result in a higher value for transfer balance ...

Evolution of investment operations spurs new recruitment trends

JAMIE WILLIAMSON  |  TUESDAY, 2 APR 2024
With demand for experienced investment operations talent outstripping supply, local employers are increasingly looking offshore for candidates with end-to-end skillsets. It's also impacting salaries. According to insights from Kaizen Recruitment, investment ...

Why this fundie sees the economy making a hard landing

ANDREW MCKEAN  |  MONDAY, 25 MAR 2024
... the companies which have pricing power, resilient volumes, and capacity to manage margins, while avoiding stocks with valuation risk," Birtles said. Internationally, an investor note from Ophir Asset Management casts a similarly grim outlook. The Sahm ...

Australian Ethical eyes small caps as play for advisers

ANDREW MCKEAN  |  FRIDAY, 22 MAR 2024
... topping up their Australian equity allocations, specifically looking at small cap sleeves because there's a reasonable valuation gap between large and smalls," head of distribution and client relationships Leah Willis told Financial Standard. "We're ...