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Showing 21 - 30 of 302 results for "Industrials"

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% ...

Local family office backs new venture to invest in climate tech

ANDREW MCKEAN  |  WEDNESDAY, 12 FEB 2025
... 15 early-stage companies in Australia and overseas developing solutions in energy, power, transport, logistics, and industrials. Climate Tech Partners focuses on identifying the transition technology needs of large corporates. It then sources and invests ...

Global X launches Russell 2000 ETF

ANDREW MCKEAN  |  WEDNESDAY, 12 FEB 2025
... 2000 (ASX: RSSL) offers exposure to small cap stocks listed in the US. The index has higher weightings in financials, industrials, and healthcare - sectors often underrepresented in large-cap benchmarks like the S&P 500. Global X senior investment strategist ...