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Showing 291 - 300 of 925 results for "valuations"

Big tech, interest rates dominate reporting season

KARREN VERGARA  |  MONDAY, 21 FEB 2022
... reflecting the significant growth of technology spend as a percentage of GDP, however, as inflation rises and fears about valuations climb, investors have responded by savaging technology companies," he said. However, good tech companies with strong ...

Australian market praised in latest pension study

JAMIE WILLIAMSON  |  THURSDAY, 17 FEB 2022
... ratio at 213% while Australia's comes in at 172% (local currency). "This ratio reflects a number of factors from market valuations and allocations to pensions inflows - but captures how pension assets have substantially outpaced economic growth in each ...

What fund selectors want: Natixis

ELIZABETH MCARTHUR  |  WEDNESDAY, 16 FEB 2022
... selectors globally see interest rates as a key portfolio risk in 2022, followed by 68% who ranked inflation as a top risk. Valuations were cited as the top portfolio concern, with 84% of fund selectors believing that low rates have distorted valuations. ...

Investors should embrace alternatives: J.P. Morgan

CHLOE WALKER  |  MONDAY, 24 JAN 2022
... Morgan Asset Management head of alternatives Anton Pil said. "While investors are clearly challenged by both stretched valuations in traditional markets and persistently low bond yields, we see ample opportunities for those investors willing to embrace ...

American Century introduces small-cap fund

KARREN VERGARA  |  WEDNESDAY, 19 JAN 2022
... the Australian market is an opportune time given the positive outlook for small-cap earnings growth and attractive valuations relative to large caps. "We utilise a distinct approach to growth investing which we believe takes advantage of persistent market ...

Demand for retiree client book increases

KARREN VERGARA  |  SATURDAY, 1 JAN 2022
... practice. The December Radar Results reveal that near-retirees or retirees are highly sought after by financial advisers. Valuations for investment and superannuation clients aged 65-79 years old have increased to 1.7x to 2.3x (previously 1.7x to 2.2x). ...

Morningstar cuts fair value estimate for Magellan

ELIZABETH MCARTHUR  |  TUESDAY, 21 DEC 2021
... net outflows amounting to between 25% (bull case) and 50% (bear case) of Magellan's November 2021 FUM. This yields valuations of between $23 and $51 per share."

Firetrail Investments launches global equity fund

CHLOE WALKER  |  FRIDAY, 17 DEC 2021
... "Companies that have already been identified as high quality, sustainable leaders aren't attractive investments as valuations can get too high," he said. "Overpaying for hyped-up business can lead to capital losses." Using forward looking, deep fundamental ...

T. Rowe Price launches two new products

ELIZABETH MCARTHUR  |  THURSDAY, 16 DEC 2021
... and in particular, to shift from growth to a more style-neutral strategy as inflation concerns challenge corporate valuations. This partnership has delivered exceptional results for our clients," Emanuel Whybourne partner Ryan Loehr said.

Super funds handed holdings disclosure win

JAMIE WILLIAMSON  |  FRIDAY, 12 NOV 2021
... yesterday, the final legislation shows a softening of the government's approach to unlisted assets, with aggregate valuations by asset type now the requirement as opposed to individual valuations per unlisted asset. Industry stakeholders were concerned ...