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Showing 21 - 30 of 304 results for "Industrials"

Rest boosts impact, sustainability investments

MATTHEW WAI  |  THURSDAY, 31 JUL 2025
... measurable impact on society and/or the environment. Wollemi was founded in 2021 and invests in energy, waste-to-value, industrials and natural capital, specifically for businesses and projects that are too capital-intensive for venture investors but ...

Platinum executives depart amid merger talks

ELIZABETH FRY  |  THURSDAY, 10 JUL 2025
... well-earned break as he considers his next chapter. He first joined Platinum in 2003 as an investment analyst covering industrials, and quickly became a key communicator for adviser presentations. After five years, he left the asset manager, and did ...

GQG assets hit record high despite underperformance

KARREN VERGARA  |  WEDNESDAY, 9 JUL 2025
... volatility" after US tariffs were rolled out. GQG also scaled back holdings in communication services, materials and industrials across all four flagship strategies, but not to the extent that it undercut tech and consumer discretionary investments. ...

Australian Ethical, CEFC pour $30m into climate tech venture

MATTHEW WAI  |  TUESDAY, 17 JUN 2025
... venture platform deploying capital into decarbonisation technology startups across energy, transport, mining, and industrials. The climate platform has a pipeline of "high potential" startups at Series A and, aided by deep engagement with corporate partners ...

Lower interest rates conducive for bigger risk appetite, small caps

KARREN VERGARA  |  FRIDAY, 6 JUN 2025
... and the US, where domestic revenues are 75% and 78% respectively. Small caps also have more exposure to sectors like industrials and materials, areas we expect to benefit from the onshoring and near-shoring trend," he said.

GAM nabs Janus Henderson equities team

ELIZABETH FRY  |  THURSDAY, 29 MAY 2025
... firm. Barker joined Janus Henderson's research team in 2021, having previously worked as an aerospace, defence and industrials analyst at Bank of America Merrill Lynch. O'Hara said the timing was right "It's great to be joining GAM. This ...

Jarden Strengthens advisory team with Rothschild exec

ELIZABETH FRY  |  THURSDAY, 15 MAY 2025
... franchise over a long and distinguished career, leading coverage of clients across a broad range of sectors including industrials, consumer, retail and & healthcare. Prentice had been with Rothschild for almost two decades. Before joining the firm he ...

GQG rejigs allocations amid tariff pain

KARREN VERGARA  |  WEDNESDAY, 9 APR 2025
... during the March quarter. The fund manager also scaled back its holdings in communication services, materials and industrials across all four flagship strategies, but not to the extent that it undercut tech and consumer discretionary investments. The ...

Magellan names infrastructure co-leads

ELIZABETH FRY  |  THURSDAY, 3 APR 2025
... investment committee and a member of the macro committee. He joined Magellan in 2016 in the infrastructure, transport and industrials team, looking after company analysis and portfolio management functions. He was promoted to portfolio manager one year ...

REITs to finally see 'watershed' moment: Research

KARREN VERGARA  |  WEDNESDAY, 5 MAR 2025
... considered as peak valuation/trough cap rates - mid-2022 - following that point, the devaluation cycle commenced." Industrials reported a 140bps cap rate expansion in the last 2.5 years, but interestingly had a devaluation amount of just -2.2%. The 20% ...