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Showing 361 - 370 of 3941 results for "Trend"

MIESF adjusts insurance premiums

ANDREW MCKEAN  |  MONDAY, 3 JUN 2024
... had a "considerable impact on group insurance," resulting in higher premiums. This increase, however, is part of a broader trend. TAL Life research indicates that from 1 July 2022 to 30 June 2023, there were 25 premium rate changes to super funds, with ...

BT Panorama launches first-of-its-kind private market managed account

ANDREW MCKEAN  |  THURSDAY, 30 MAY 2024
... recently as the number of local HNWs has mushroomed and information about the sector has increased. Another factor driving this trend is the rising number of companies delisting from the ASX and privatising. Notably, funds allocated to alternative assets ...

Super fund engagement peaks among members with $250k+ balances: Report

ANDREW MCKEAN  |  THURSDAY, 30 MAY 2024
... satisfaction and Net Promoter Scores (NPS) have continued to decline, though a few non-defined benefit funds bucked the trend. Meanwhile, super fund switching activity slightly decreased to 8% from 9% last year. However, the intention to switch remains ...

Super pool jumps to $3.9tn

KARREN VERGARA  |  WEDNESDAY, 29 MAY 2024
... $542.1 billion. Self-managed super funds (SMSFs) grew 9% p.a. to reach $932.9 billion. Corporate super funds bucked the trend, shrinking 18% on the prior corresponding period to end up with $46.7 billion at the end of March. There are now only seven ...

Family offices up active management, eye generative AI: UBS

ANDREW MCKEAN  |  THURSDAY, 23 MAY 2024
... from 320 family offices with an average net worth of US$2.6 billion and covering over US$600 billion in wealth, said this trend comes amid a widening gap in stock performance. "Amid rapid technological change, shifting rate expectations and uneven growth ...

Major themes to watch in the ETF space

ELIZA BAVIN  |  THURSDAY, 23 MAY 2024
... the inaugural Financial Standard Future Investing Forum this morning. Global X chief executive Evan Metcalf said a major trend he has noticed was those wanting to invest in gold ETFs, despite the high interest rate environment. "Gold markets have really ...

SMSFs' use of advisers plummets: Research

ANDREW MCKEAN  |  WEDNESDAY, 22 MAY 2024
The number of self-managed super funds (SMSFs) using advisers has reached a new low, with the proportion of SMSFs using advisers falling to 23% from 27% in the past 12 months, according to a Vanguard/Investment Trends report. The number of SMSFs without ...

Private markets demand cools: bfinance

KARREN VERGARA  |  TUESDAY, 21 MAY 2024
Investors' appetite for private market strategies appears to be waning as capital raisings fail to keep pace with the frenzied demand in 2023. According to a new report from bfinance, Manager intelligence and market trends, global private markets ...

Value versus growth: Market expectations in 2024

ANDREW MCKEAN  |  THURSDAY, 16 MAY 2024
... delivered also saw gains. Conversely, any stock that disappointed, regardless of its category, "got crunched." He said this trend has continued into 2024, but market dynamics could "turn on a dime." The implications of the direction of interest rates ...

Wealth firms 'still have PTSD from the Royal Commission': Deloitte

ANDREW MCKEAN  |  TUESDAY, 14 MAY 2024
To better understand global investor expectations and practices, Deloitte, in partnership with a global marketing agency, developed a report from a survey of 2000 investors and 250 wealth management providers. The report provided several calls to action ...