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| | | ... little DeepSeek-type moments along the way and little corrections along the way, but fundamentally we can see a path to some pretty meaningful upside for a lot of the stocks over the next multi-year period," Moore said. He noted that the November pullback ... |
| | | | ... companies, and then their alpha shrinks, because if you look more like the index, you can't generate alpha. That's a pretty common path for fund managers." Despite the fiercely competitive landscape, the collapse of some fund managers has not ... |
| | | | ... superannuation sector specifically for its work with ASIC in being transparent with its private market investments. "We get pretty good data and information about private markets investment when it's held through APRA-regulated super, for example. And ... |
| | | | ... one-year performance post drawdown tends to be a period of outperformance for trend following systems," she said. "I am pretty optimistic that we are coming into a period where trend following systems will perform, recognising the power of diversification ... |
| | | | ... feeling positive about the China play, Elia was steadfast that the fund would "never bet against the US". "We've been pretty open and upfront. We're never going to bet against the US. If you're a genuine long-term investor, then you are looking ... |
| | | | ... approach to this misconduct, a lot of Australians were talked into moving their super on the same day or the next day. It's pretty bad." |
| | | | ... months, we're starting to see an increasing number of debt defaults," Colosimo said. "In all cases, there's been pretty egregious fraud involved but it's just increased concerns over private credit generally and that it could have an impact ... |
| | | | ... "now work", but it is a matter for the investment community to "get on with it". "Absent the carbon tax, we've got pretty much most things you'd want in place to incentivise investment. So, the economics now actually work. It's really a question ... |
| | | | ... boost in performance. "I think we can do something similar in the equity space as well. So, we're working through that pretty aggressively to make sure we've got the best products we can deliver at the best price we can," he said. "What I'm ... |
| | | | ... of that is sequencing risk is always there anyway, right? The chance that all of us invest at the top of the market is pretty high." It's often said that you could get around this with dollar-cost averaging through a lifetime, something Hunt says is ... |
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