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Showing 11 - 20 of 285 results for "Investor sentiment"

WAM delivers standout 41% return in 2025

RIDDHIMA TALWANI  |  WEDNESDAY, 7 JAN 2026
... officer Geoff Wilson said. Weick said in recent weeks the fund manager has seen a material shift in domestic investor sentiment as the outlook for inflation and interest rates has been reassessed higher. "Whilst capital markets activity has generally ...

Retail investors cautiously confident in 2026: ASA

ANGELIQUE MINAS  |  MONDAY, 5 JAN 2026
... Captial (ASX: HMC) recorded -59%, making it the bottom performing stock. As we ease into the new year, retail investor sentiment remains stable while displaying a cautious confidence. More than 75% of respondents indicated that over the next 12 months ...

An outlook for fixed income allocations in 2026

ANGELIQUE MINAS  |  TUESDAY, 23 DEC 2025
... 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 implementation, we've seen ...

Magellan global equities lead exits amid investigation

JAMIE WILLIAMSON  |  THURSDAY, 20 NOV 2025
... robust than we hoped," Morningstar said. "Should this persist, the negative hit to net flows, fee margins, and investor sentiment would intensify."

Listed asset managers trail ASX 200 in 2025: Morningstar

RIDDHIMA TALWANI  |  WEDNESDAY, 22 OCT 2025
... the start of 2025. The latest industry pulse noted shares of asset managers are likely to remain volatile, as investor sentiment remains vulnerable to US tariffs and macroeconomic uncertainties. The research estimated modest returns for listed asset ...

Warakirri brings US manager to Australia

JAMIE WILLIAMSON  |  WEDNESDAY, 6 AUG 2025
... focused on "identifying 'underappreciated growth' - where behavioural biases have created a gap between investor sentiment and improving fundamentals." The fund invests in between 80 and 160 global small cap companies. Since its April 2020 inception ...

Lack of confidence in US equities brings investors back home

MATTHEW WAI  |  THURSDAY, 3 JUL 2025
Geopolitical tensions and US trade policy uncertainty have continued to dampen investor sentiment, with many shifting their attention to Australian equities, new research found. According to Investment Trends' 2025 First Half Australia Online Investing ...

Managed fund inflows jump over 20x: Report

ANDREW MCKEAN  |  THURSDAY, 26 JUN 2025
... Marsha Lee noted that it was interesting how relatively insulated Australia was from the Trump tariff fallout. Investor sentiment in Australia, nevertheless, underwent extraordinary shifts. Calastone said that optimism surged in January following US ...

Investor optimism premature, fund flows in firing line

KARREN VERGARA  |  WEDNESDAY, 18 JUN 2025
While investor sentiment has improved since Liberation Day, geopolitical and tariff uncertainties will continue to deteriorate fund flows for asset managers, Morningstar predicts. The latest Industry Pulse shows how fund manager flows dwindled in the ...

Insignia lost a suitor, but takeover isn't off the table: Morningstar

ANDREW MCKEAN  |  THURSDAY, 15 MAY 2025
... moderated in recent weeks. The research house noted constructive US-China tariff negotiations have improved investor sentiment, and if that continues, capital markets could return to more benign conditions. "While we can't rule it out, we think it's ...