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| | | ... proliferation of perpetual capital funds," the report said. "We expect that investors who shift from the traditional 60-40 stock-bond portfolio to a 40-30-30 stock-bond-alternatives, with a diversified mix of private equity, private credit, and real ... |
| | | | ... managing executive officer and business head of MUFG investor services, said The Trust Bank is "one of the largest pension and stock administration providers in Japan and we look forward to jointly growing in this space". "Also, we truly believe that ... |
| | | | On completion of Australian Equities reviews, Morningstar upgraded its ratings for three share classes across three strategies and downgraded 10 share classes across 10 strategies. Realindex Australian Share Value Class A was called an excellent choice ... |
| | | | ... collar agreement. A fixed-dollar value collar is a strategy where a company that may be acquired can protect itself from the stock price fluctuations of the acquiring firm. Earlier in the month, WHSP said its takeover proposal offered Perpetual shareholders ... |
| | | | ... values since February has been relatively thinly traded and occurred against a backdrop of low inventory. "As advertised stock levels rise to above-average levels in some cities, the housing upswing has lost momentum," the report said. "Downside risk ... |
| | | | ... June, GQ expanded its pipeline to 3650 apartments in both Melbourne and Brisbane, in a bid to deliver "much needed apartment stock" to the market. |
| | | | ASIC's Markets Disciplinary Panel (MDP) has fined a Nomura subsidiary almost $700,000 for failing to comply with market integrity rules. Instinet Australia, the local arm of the global, Nomura-owned stockbroker, was issued the infringement notice after ... |
| | | | ... hold was expected, the governor's statement was more dovish than many had envisaged. "The RBA's data dependency remains a stock response for the sake of policy optionality, but conditionalities around the statement err the remarks towards a dovish outcome ... |
| | | | Diversa Trustees sub-plans Smartsave and Superhero Super have merged as the latter announces significant changes to its fees, structure, and investment menu. On October 26, Smartsave moved into Superhero Super. This was after a "thorough evaluation ... |
| | | | For new money, the current income landscape is the most attractive it's been in at least a decade, according to Morningstar chief investment officer Matt Wacher. Wacher, who shared his top investment ideas in Morningstar wealth's 2024 outlook report ... |
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