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Showing 21 - 30 of 310 results for "US equities"

J.P. MAM slashes recession probability to 30%

KARREN VERGARA  |  TUESDAY, 20 MAY 2025
... elevated compared to a normal year. At the beginning of the year, the fund manager was long equities, particularly US equities. But since Liberation Day, its overall equity position has moved from overweight to neutral, maintaining small, long positions ...

Benchmark-clinging passive investors risk meagre returns: Perpetual

ANDREW MCKEAN  |  TUESDAY, 13 MAY 2025
... Estimator, which projects 10-year expected returns across various assets, indicates that due to the "extreme valuation" of US equities and their dominant 70% share of the MSCI World Index, investors in conventional global market cap indices shouldn't ...

Clime awarded $183m mandate from US firm

ELIZA BAVIN  |  THURSDAY, 1 MAY 2025
... expected to grow revenues by $350,000. Additionally, Clime has entered into a heads of agreement with Dallas-based US equities manager Acruence Capital to strengthen both entities' research capabilities and collaborate on opportunities in the US ...

REITs see best start versus equities in a decade: Principal AM

ANDREW MCKEAN  |  THURSDAY, 24 APR 2025
Listed real estate investment trusts (REITs) are off to one of their strongest starts relative to equities in the past decade, according to Principal Asset Management, which sees the asset class as a compelling opportunity for navigating a challenging ...

Nearly $9bn leaves Perpetual

KARREN VERGARA  |  WEDNESDAY, 16 APR 2025
... Bernard Reilly said: "Our asset management business was impacted by outflows in the quarter, mainly in global and US equities and cash, due to a range of reasons including client mergers, clients reallocating or rebalancing their portfolios and continued ...

Macquarie terminates Aussie equity funds

MATTHEW WAI  |  THURSDAY, 3 APR 2025
Macquarie Group has terminated two of its equity offerings, saying they've failed to achieve scale. The Macquarie Australian Equities Fund and the Macquarie Active Plus Equities Fund were terminated late last month. Macquarie said both did not "have ...

US equities face volatility as growth risks mount: Morgan Stanley

ANDREW MCKEAN  |  TUESDAY, 11 MAR 2025
US equities face a volatile path ahead as policy uncertainty, fiscal constraints, immigration enforcement, the lagged impact of interest rate hikes, and strong dollar combine to pressure earnings forecasts, according to Morgan Stanley. The investment ...

Bitcoin returns 147%, outshines bull market

KARREN VERGARA  |  FRIDAY, 10 JAN 2025
Bitcoin reaped nearly four times more in returns compared to US equities during 2024, achieving 147% and trumping all the major asset classes. According to a VanEck and Bloomberg analysis, US equities delivered 38.2% for the year while global equities ...

Investors should stay the course in 2025: Expert

MATTHEW WAI  |  THURSDAY, 9 JAN 2025
... Morningstar tends to favour the Chinese and the South Korean markets for specific asset classes against the "expensive" US equities, but ultimately it sees more value in the latter. "We have noted in our paper that we also like China and South Korea... ...

ETF industry scales to new heights: VanEck

ANDREW MCKEAN  |  FRIDAY, 13 DEC 2024
... industry is expected to surpass $300 billion by the end of 2025. International equities led net flows in November, with US equities and global small caps benefiting from the US presidential election outcome. Meanwhile, Australian equities saw relatively ...