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Showing 361 - 370 of 11523 results for "Rate"

APAC insurers favour multi-alternatives strategies: Report

MATTHEW WAI  |  WEDNESDAY, 22 OCT 2025
... to the survey, said AXA's private market investments are concentrated in credit strategies, with a preference for floating-rate assets, which can limit exposure to interest rate duration risk. "We expect private credit to remain a growing component of ...

Listed asset managers trail ASX 200 in 2025: Morningstar

RIDDHIMA TALWANI  |  WEDNESDAY, 22 OCT 2025
... seen in 2024. Morningstar equity analyst Shaun Ler said even though equity markets appear buoyed by optimism around further rate cuts by the US Federal Reserve, it does not necessarily translate into performance for traditional active managers. "Flow ...

'We have entered a new economic era': CBA

ELIZA BAVIN  |  WEDNESDAY, 22 OCT 2025
Commonwealth Bank (CBA) chief economist Luke Yeaman has warned investors that the world has entered a "new economic era" where the rules are "very different", in his most recent economic update. "Things that have been disdained in recent decades are ...

Family trusts safe from reform for now: Mulino

JAMIE WILLIAMSON  |  THURSDAY, 16 OCT 2025
... have emerged that the government might look to reduce the capital gains tax discount currently available, or that a flat tax rate of 24-30% would be applied to distributions. Australian Unions has called for a minimum 25% on disbursements from family ...

MLC Expand targets time savings with new AI capabilities

MATTHEW WAI  |  THURSDAY, 16 OCT 2025
... that if AI is implemented "front-to-back", a business can provide "functionality and features to the market at 10% of the rate you do today." "I think AI is improving and driving adviser efficiency, which will create revenue and growth on platforms," ...

Feature: Compliance | Passing the buck

ELIZA BAVIN  |  WEDNESDAY, 15 OCT 2025
... issues within the financial services industry is the fact that investment funds themselves typically pay research houses to rate them. "The whole research industry is highly conflicted. It shouldn't be conflicted, but it is inevitably conflicted ...

FINSIA's struggle to find scale

ELIZA BAVIN  |  WEDNESDAY, 15 OCT 2025
The Financial Services Institute of Australasia (FINSIA) has a more than 135-year history in Australia. It was formed in 2005 by the merger of the Australasian Institute of Banking and Finance, which was established by a group of bankers in 1886, and ...

Superannuation system quality stagnates: Report

KARREN VERGARA  |  WEDNESDAY, 15 OCT 2025
... purpose of superannuation and moderating the assets test on the means-tested Age Pension to increase the net replacement rate for average-income earners. Raising the level of household savings and reducing the level of household debt and introducing ...

PIMCO expands active ETF offering with EARN

RIDDHIMA TALWANI  |  WEDNESDAY, 15 OCT 2025
PIMCO has launched the PIMCO Short Term Active Yield Active ETF (EARN), offering an alternative to traditional cash and term deposits by combining capital preservation and liquidity in a short-duration, actively managed strategy. EARN will invest in ...

Classic 60/40 approach underdelivers for women retirees

JAMIE WILLIAMSON  |  TUESDAY, 14 OCT 2025
... while for women it happens within 11 years (2033). However, when living a modest lifestyle, modelling suggested a 95% success rate. Switching to mean balances of $453,075 for men and $403,038 for women, neither exhausted their savings when living a modest ...