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Showing 21 - 30 of 575 results for "Historically"

Outlook favourable for practice valuations: Guide

JAMIE WILLIAMSON  |  FRIDAY, 28 FEB 2025
... level of interest they would provide to the adviser. Now the fees clients pay is far more important than it has been historically," Centurion said. Multiples for a transaction are also heavily dependent on the terms of the transaction, Centurion noted ...

MLC wary of but not opposed to bitcoin

ELIZA BAVIN  |  MONDAY, 24 FEB 2025
... perform poorly, bitcoin's price has typically fallen even harder. When the share market is strong, its price has historically outperformed." Farmer added that bitcoin is "impossible" to value by orthodox standards, which adds to concerns from investors. ...

Superannuation powerbrokers bound for US investment summit

ANDREW MCKEAN  |  FRIDAY, 21 FEB 2025
... Currently, large super funds invest around 20% of members' retirement savings in the US. US-listed equities have historically outperformed Australian stocks, lifting members' investment returns, while funds also have "substantial holdings" in US private ...

Schroders launches new active ETFs

JAMIE WILLIAMSON  |  THURSDAY, 20 FEB 2025
... stocks across various jurisdictions, and industries. The management fee is 0.65% and no performance fees are charged. "Historically global markets have outperformed domestic equities over the longer term, certainly for the last decade. For example, the ...

ETF industry passes $250bn mark

ELIZA BAVIN  |  WEDNESDAY, 12 FEB 2025
... saw $4.6 billion in net flows with the total market cap increasing by $11.1 billion. Betashares said January has historically been a quieter month for the Australian ETF industry, however this year has bucked that trend, beating the prior flows record ...

Almost half of HESTA members retire involuntarily

ELIZA BAVIN  |  MONDAY, 10 FEB 2025
... 80% of our members are women and they have diverse needs as they approach or enter into retirement," Blakey said. "Historically, financial advice has not targeted women, and this needs to change. Often, women discover they have more choices than they ...

Wilson Asset Management launches Founders Fund

ANDREW MCKEAN  |  TUESDAY, 4 FEB 2025
... expects the anticipated rate cuts in 2025 to provide a tailwind for the IPO market, noting that founder-led IPO's have historically outperformed their non-founder led counterparts. Documents from the fund manager show that there have been over 300 industrial ...

Vanguard fined US$106m for investors' massive tax bill

KARREN VERGARA  |  TUESDAY, 21 JAN 2025
... Investor TRF retail investors who did not switch and continued to hold their fund shares in taxable accounts faced historically larger capital gains distributions and tax liabilities and were deprived of the potential compounding growth of their investments ...

ETFs, global equities dominate retail portfolios: Data

MATTHEW WAI  |  TUESDAY, 21 JAN 2025
... "With sentiment at a 10-year high and returns expectations climbing, dormant investors are re-entering the market in historically high numbers," Gunhan said. "It's a testament to the resilience and adaptability of Australia's retail investing landscape. ...

Bitcoin returns 147%, outshines bull market

KARREN VERGARA  |  FRIDAY, 10 JAN 2025
... the election of Donald Trump as US President last November, trading above US$68,000 to currently about US$92,000. "Historically, cryptocurrencies like Bitcoin have operated in an environment where governments were either disengaged or openly opposed ...