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Showing 311 - 320 of 1637 results for "valuation"

Value versus growth: Market expectations in 2024

ANDREW MCKEAN  |  THURSDAY, 16 MAY 2024
In 2022, concerns about rising interest rates and the Russia-Ukraine war brought fundamentals back into focus, creating numerous opportunities for value investing to generate alpha. Then transitioning to the first half of 2023, that period saw significant ...

Price dislocations pave way for active managers

KARREN VERGARA  |  WEDNESDAY, 15 MAY 2024
... value of these company and the cash flow generation multiples of these companies, I would still try to argue that the valuation for these tech companies are not that stretched," Liu said. She also pointed out that investors should consider looking outside ...

Discover the best performing asset class of 2023: Mercer

ANDREW MCKEAN  |  THURSDAY, 9 MAY 2024
... domestic and traditional industries," Mercer said. Conversely, Australian direct property declined 7.2% in 2023 because of valuation lags, though this drop was said to be relatively moderate. Interestingly, this asset class was the best performer in ...

Morningstar unsure if KKR's Perpetual bid benefits shareholders

ANDREW MCKEAN  |  THURSDAY, 9 MAY 2024
... KKR offered $2.2 billion in cash, which equates to $19.20 per share. This offer is higher than Morningstar's combined valuation of $1.5 billion or $13.60 per share, for the wealth management and corporate trust businesses. "This means that for the deal ...

Perpetual seals $2.18bn deal with KKR, chief to retire

ANDREW MCKEAN  |  WEDNESDAY, 8 MAY 2024
... Arrangement was a superior path for our shareholders compared to other options available, delivering certainty, an attractive valuation and nearer-term returns to shareholders. "KKR offered both compelling value for shareholders as well as the highest ...

Stockspot plots entry into superannuation space

JAMIE WILLIAMSON  |  TUESDAY, 7 MAY 2024
Stockspot is preparing to launch a superannuation offering that would see members' retirement savings invested exclusively in ETFs. The trading platform is planning to launch Stockspot Super later this year, first bringing an accumulation product to ...

ClearBridge launches first local global equity fund

KARREN VERGARA  |  MONDAY, 29 APR 2024
... portfolio manager Michael Testorf and portfolio manager Pawel Wroblewski. Mazen said the team focuses on investment thesis, valuation, risk assessment, as well as ESG factors, to select high-quality businesses, with sustainable growth characteristics ...

The funds delivering up to 30% returns: Mercer

ELIZA BAVIN  |  MONDAY, 29 APR 2024
... "Over the three-year period, leadership across the Australian equity active manager universe has again been mixed, with valuation-sensitive strategies maintaining a slight advantage to their growth-oriented peers."

Proposed super tax obfuscates legacy pensions rules: SMSFA

KARREN VERGARA  |  WEDNESDAY, 24 APR 2024
... pensions do not have a family law split value, meaning under the draft regulations it will require a different set of valuation factors to be used rather than the default law split factors, that appeared to be the intent of the regulations," SMSFA chief ...

Franklin Templeton's Brandywine Global launches new fund

ANDREW MCKEAN  |  TUESDAY, 23 APR 2024
... value-driven research. "Unlike traditional value strategies, our distinct investment process is premised on the philosophy that valuation alone is not a catalyst. The fund's approach helps us to avoid value traps and style drift while enhancing the strategy's ...