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Showing 21 - 30 of 761 results for "Conservative"

An outlook for fixed income allocations in 2026

ANGELIQUE MINAS  |  TUESDAY, 23 DEC 2025
... 2026, Wood concluded: "Fixed income is playing a more prominent role in portfolio construction, appealing both to conservative investors focused on stability and to those looking to diversify sources of return."

Hearts & Minds, WAM slash stakes in Corporate Travel Management

KARREN VERGARA  |  FRIDAY, 12 DEC 2025
... $20.1 million that was written off this week. "In the absence of an observable market price, we have adopted a very conservative position of carrying the holding at zero," HM1 said, noting it expects the holding to realise value over time and will adopt ...

Datt Capital opens small cap fund to retail investors

ELIZA BAVIN  |  MONDAY, 8 DEC 2025
Datt Capital has expanded access to its high conviction small cap strategy, launching the Datt Capital Small Companies Fund Class B, a retail friendly version of its previously wholesale-only fund. The original Small Companies Fund, launched in 2023 ...

AI to maximise returns for super members: Report

ANGELIQUE MINAS  |  FRIDAY, 28 NOV 2025
... higher-return investments could be more beneficial for younger workers. The study and Urwin highlighted a dissonance between conservative investment strategies and the need for better long-term returns to finance their retirement. To bridge this gap ...

PE activity to continue momentum in 2026: Corrs

RIDDHIMA TALWANI  |  FRIDAY, 21 NOV 2025
... Barwon global private equity portfolio manager Bob Liu said: "Investors have traditionally seen private equity NAVs as conservative, with uplifts on exit reinforcing that perception. "But in today's market, those assumptions need to be revisited. Valuations ...

SQM Research faces court over 'favourable' rating of Shield

MATTHEW WAI  |  THURSDAY, 13 NOV 2025
... Keystone Asset Management, the responsible entity of Shield, engaged SQM Research to provide ratings for its Balanced, Conservative and Growth classes in August 2021, according to the court filing. However, throughout the exchange, Ilya Frolov, director ...

Macquarie half-year profit rises to $1.7bn

RIDDHIMA TALWANI  |  FRIDAY, 7 NOV 2025
... reported operating expenses of $6.2 billion during this period. Macquarie continues to maintain a cautious stance with a conservative approach to capital, funding and liquidity. It flagged geopolitical events, volatility, global economic conditions ...

Feature: Retirement | The right mix

LACHLAN COLQUHOUN  |  WEDNESDAY, 5 NOV 2025
... resulting in unspent balances, it can result in people "making poor choices and lead to many retirees being overly conservative spenders." In a recent whitepaper Lifetime Income and the Annuity Puzzle, Huppert notes that Treasury's Retirement Income ...

APRA tackles 'weak demand' for longevity products in second consultation

KARREN VERGARA  |  WEDNESDAY, 29 OCT 2025
... The first round of consultation, which was held in June, tackled two issues: that the framework imposes relatively conservative capital requirements and it is insufficiently risk sensitive and may exacerbate procyclicality by requiring life insurers ...

Vanguard partners to launch core-satellite portfolios for advisers

MATTHEW WAI  |  THURSDAY, 16 OCT 2025
... to advisers as separately managed accounts (SMAs) and encompass five multi-asset portfolio options ranging from 'Conservative' to 'All Growth'. Designed for long-term outperformance, the portfolios leverage Vanguard's globally recognised approach to ...