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Showing 21 - 30 of 1104 results for %22Investment Trends%22

Impact of debt on retiree confidence a mixed bag

CHLOE WALKER  |  TUESDAY, 12 DEC 2023
... rate fluctuations, and presenting an evolving challenge in financial planning for retirement." However, TAL and Investment Trends' recent Retirement Income report found fewer than 5% of retirees are concerned about still having debts to pay off in retirement. ...

Former Schroders executive enters VC space

ELIZABETH FRY  |  FRIDAY, 1 DEC 2023
... help the venture capitalist deepen ties with large asset managers in the Asia Pacific and look at boosting super fund investment. Before taking on this position, Mather was head of business strategy, product and distribution at Schroders Australia. He ...

Don't abandon 60/40: J.P Morgan

CHLOE WALKER  |  THURSDAY, 30 NOV 2023
... and enhance with active alpha," it said. For instance, by adding a 25% allocation to alternative assets, the global investment giant said 60/40 forecast returns can be increased by 60 basis points and the Sharpe ratio (which compares the return of an ...

Aussie fintech growth counteracted by local challenges: EY

CASSANDRA BALDINI  |  WEDNESDAY, 29 NOV 2023
... still in the growth stage, and so the case is strong for concerted action to support the sector. "After a decade of investment in fintech success, we can't afford to let this important growth sector fall behind other global financial hubs just as ...

Macquarie brings long-awaited ETFs to market

CHLOE WALKER  |  WEDNESDAY, 22 NOV 2023
... equity markets. MQDB invests in global fixed income instruments, with a focus on quality growth through long-term investment trends. The fund is managed by MAM head of global fixed income Matthew Mulcahy, and senior portfolio managers Shaughn Wilkie ...

Advisers turning to cash, fixed income: Data

CHLOE WALKER  |  FRIDAY, 17 NOV 2023
... increasingly leaning towards cash and fixed income, making up 15% of new client inflows this year, according to Investment Trends. The 2023 Adviser Product and Marketing Needs report revealed that one in four advisers recognise the significant impact ...

Praemium partners for adviser insights

CHLOE WALKER  |  TUESDAY, 14 NOV 2023
... creation of educational resources, webinars, and workshops designed to empower clients with the latest industry insights, trends, and best practices. Finally, by jointly conducting research, publishing whitepapers, and participating in industry events ...

Insurers drop allocation to risk assets: Research

CASSANDRA BALDINI  |  MONDAY, 13 NOV 2023
... signalling their intent to decrease exposure to risk in the coming six months. Janus Henderson, in collaboration with Investment Trends, released its 2023 Insurance Asset Management Report, which draws on insights from 25 firms across general, life and ...

Inflation still too sticky: Report

CHLOE WALKER  |  MONDAY, 13 NOV 2023
... market, but the trade-off is longer time to achieve its mandated inflation goal." Elsewhere, abrdn head of multi-asset investment solutions APAC and strategy Irene Goh said inflation is "a little stickier than what we would have liked" although the downward ...

Large Australian corporations pay record tax: ATO

ANDREW MCKEAN  |  THURSDAY, 9 NOV 2023
... industry sector reported higher tax obligations compared to the previous year, with the mining sector, in line with ongoing trends, contributing a significant rise in tax payments - a reflection of the robust commodity markets. "The 2022 income year ...