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Showing 21 - 30 of 2570 results for "Volatility"

Powerwrap bleeds $334m in outflows

KARREN VERGARA  |  WEDNESDAY, 17 JAN 2024
... period, outflows on Powerwrap built up to more than $500 million. "Operating in this market segment can lead to greater volatility as flows can be impacted by relatively small numbers of client movement," Praemium chief executive Anthony Wamsteker said. ...

Balanced portfolios to reap rewards in 2024: UBS

CHLOE WALKER  |  TUESDAY, 9 JAN 2024
... equity, private credit, and real assets could increase annual returns 80-100 basis per year with 50-75 basis points less volatility." This significant increase in portfolio efficiency can drive additional long-term wealth creation, with a smoother ride ...

Morningstar reveals Australian equities upgrades, downgrades

ANDREW MCKEAN  |  FRIDAY, 15 DEC 2023
... downgraded, with Morningstar citing a slow evolution in the process and reliance on a recovery in the fortunes of the minimum volatility style factor. The First Sentier Equity Income fund was handed a downgrade as some share classes had dropped in relative ...

Local investors continue to flock to ETFs: VanEck

ANDREW MCKEAN  |  THURSDAY, 14 DEC 2023
VanEck's latest annual investor survey has found that despite volatility, most Australian investors are set to increase their investments in exchange-traded funds (ETFs) within the next six months. Additionally, around 50% of investors intend to boost ...

Mild recession in 2024, higher interest rates: Vanguard

KARREN VERGARA  |  WEDNESDAY, 13 DEC 2023
... strategy group Joe Davis. "There is a powerful paradox to this new higher-rate world - while near-term financial market volatility is likely to remain elevated, long-term and well diversified investors stand to benefit from a return to positive real ...

Agricultural sector in for a mixed 2024: Outlook

JAMIE WILLIAMSON  |  WEDNESDAY, 13 DEC 2023
... trade deal with the United Arab Emirates. An expansion of the AI-ECTA is also on the horizon," it said. It added that volatility in global grain markets remains a concern, and above average freight costs are expected as high fuel costs offset smaller ...

APRA flags premium volatility in superannuation group life insurance

ANDREW MCKEAN  |  FRIDAY, 8 DEC 2023
... has lifted the lid on the key sustainability challenges of group life insurance in superannuation, notably premium volatility and data availability. At the end of 2022, APRA conducted a survey involving RSE licensees, life insurers, and reinsurers, assessing ...

Private markets make concrete inroads with advisers

KARREN VERGARA  |  WEDNESDAY, 6 DEC 2023
... portfolio context, an allocation to private markets can enhance the overall return whilst reducing the underlying capital volatility." The return dispersion between managers in private markets, however, is "high due to various factors, including access ...

Macro environment trumps inflation for asset owners: Research

KARREN VERGARA  |  FRIDAY, 1 DEC 2023
... Institute director Jessica Gao said asset owners from sovereign wealth funds to pension funds have navigated a year when volatility and uncertainty in the global economy have been at their highest in a generation - with often divergent outcomes. "The ...

LGT Crestone offers exclusive access to the Princely family fund

CHLOE WALKER  |  MONDAY, 27 NOV 2023
... is aimed at providing broad diversification and exposure to global private markets and alternative assets with lower volatility. "We are excited to offer our clients the opportunity to invest in the Princely Strategy alongside the Princely Family, a ...