Search Results | Showing 11 - 20 of 617 results for %22Return expectations%22 |
| | | ... better-than-expected performance of listed companies in the past 12 months. The information technology sector turned in a solid return of 11% per annum, while discretionary companies, the banks and even REITs did well, he said. The mining sector, however ... |
| | | | ... infrastructure from 1.7% to 3.2%. This demonstrates family offices are seeking new sources of diversification and different return characteristics, Preqin said. "Family offices have tended to focus on venture capital for the higher absolute returns available ... |
| | | | ... the benchmark disclosed in the relevant PDSs for five or more years. Several of the options reviewed failed to meet their return or benchmark objectives in the PDS by a significant amount and over a significant period, ASIC said. Overall, the annualised ... |
| | | | ... impose 'one-size-fits-all' solutions onto members at retirement," he said. The poll also revealed members' expectations from super funds - which is to prioritise generating competitive investment returns (38%) followed by low-income earners ... |
| | | | ... concerns, and rising interest rates. This complex environment has led to a nearly 28% reduction in long-term return expectations, from 8.8% last year to 6.3%. Recession fears top their concerns at 52%, with war and terrorism at 50%, and central bank ... |
| | | | ... strong growth across the fund." According to Rainmaker Information, Australian Ethical's balanced option achieved a 10% return in the year ending 30 December 2023, with a five-year return of 7.1%, and a 6.3% return over the past decade. Concurrent ... |
| | | | ... Australians' retirement confidence is weakening, according to a State Street Global Advisors survey. Contrary to expectations, State Street's Global Retirement Reality report found that factors like inflation, the cost-of-living crisis, housing costs ... |
| | | | ... anticipate bond ETFs to remain popular with Australian investors in the coming year, particularly as domestic bond return expectations have substantially increased since 2022 from 1.3-2.3% to 4.3-5.3% per annum over the next 10 years. "Hopefully stabilising ... |
| | | | ... institutional overallocation and need for liquidity, NAV discounts have remained near 15%," it said. "Lastly, despite expectations of slower growth and rates settling higher than before COVID, private credit fundamentals remain attractive." |
| | | | ... nominal return of 7%. "This is due in part to higher interest rates spurring a substantial increase in bond return expectations. For equities, however, the higher-rate environment depresses asset price valuations across global markets while squeezing ... |
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