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Showing 331 - 340 of 2910 results for "Volatility"

JPMAM, iCapital launch new private market fund for wholesale investors

ANDREW MCKEAN  |  TUESDAY, 18 JUN 2024
... conditions. It also provides diversification from traditional core investments and can help lower a portfolio's volatility. The underlying solution has returned 46.17% since inception in July 2023. However, the Australian fund's performance will ...

Innova backs using leverage in super for housing

ELIZA BAVIN  |  MONDAY, 17 JUN 2024
... given the superannuation system has been established for decades. Superannuation is a 40-plus year investment where volatility, which can be amplified by moderate leverage, can be managed," he said. "Most superannuation funds have met their long-term ...

Lazard enters local ETF industry with infra offering

JAMIE WILLIAMSON  |  WEDNESDAY, 12 JUN 2024
... global infrastructure market that Lazard believes provides higher revenue predictability, profitability, and lower volatility." According to the Target Market Determination (TMD), it invests only in "listed companies that own physical infrastructure ...

Macquarie AM bags top manager gong

KARREN VERGARA  |  FRIDAY, 7 JUN 2024
... Information conducted the analysis across the major asset classes, taking into account the products' performance, volatility, downside risk, and performance ratios. The awards were presented in line with the MAX Awards, which recognise industry excellence ...

HNWIs wealth reaches unprecedented levels

ANDREW MCKEAN  |  FRIDAY, 7 JUN 2024
... Additionally, the HNWI population increased by 5.1% to 22.8 million worldwide, continuing to expand despite market volatility. This growth reverses the previous year's decline, putting HNWI trends back on an upward trajectory. In 2023, North America ...

ETFs dominate client portfolios: Study

KARREN VERGARA  |  WEDNESDAY, 5 JUN 2024
... on clients' portfolios and retirement savings is the next hot topic of conversation (73%), followed by general volatility (62%). More than half (56%) of advisers said they have re-evaluated client portfolios in the last three months. This is mainly ...

Principal Finisterre launches new debt fund

ELIZA BAVIN  |  MONDAY, 27 MAY 2024
... during 2023 and in particular 2022. However, our total return approach will be well geared to ride out these periods of volatility." The Finisterre Emerging Markets Debt Total Return Strategy is managed by Principal Finisterre, a boutique firm owned ...

Morningstar unsure if KKR's Perpetual bid benefits shareholders

ANDREW MCKEAN  |  THURSDAY, 9 MAY 2024
... through, Perpetual shareholders will retain ownership of Perpetual Asset Management but would likely face greater earnings volatility because the asset management business' more "competitive intensity" compared to wealth management and corporate trust. ...

J.P. Morgan hit with $775k penalty

ELIZA BAVIN  |  THURSDAY, 9 MAY 2024
... have a central role in detecting, preventing and disrupting suspicious trading activity, particularly in periods of volatility as was the case here," she said. "The MDP's decision emphasises that market participants cannot solely rely on automated trade ...

Macquarie Group profits falls 32% to $3.52bn

ANDREW MCKEAN  |  FRIDAY, 3 MAY 2024
... Macquarie Capital and most CGM businesses saw a net profit of $A3.7 billion, a 40% drop from FY23, influenced by high volatility in commodity markets that previously boosted FY23 results. Macquarie's net operating income fell by 12% to $16.9 billion ...