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Showing 31 - 40 of 438 results for market+forces

Global active equity managers suffer their worst year in decades

ANDREW MCKEAN  |  THURSDAY, 27 FEB 2025
... faced their toughest year in over two decades in 2024, according to Frontier Advisors. Frontier Advisors said heightened market concentration and US equity dominance created formidable headwinds, with most managers struggling to meet benchmark returns. ...

Next decade could bring back the conservative portfolio

ELIZA BAVIN  |  FRIDAY, 21 FEB 2025
... progress, and in particular, the rise and rise of AI, offset those pressures. They are without a doubt massively deflationary forces, but we don't know to what extent they offset those other or fundamental inflationary pressures."

Aussie shares cost 8% more on rebalance days: Dimensional

KARREN VERGARA  |  FRIDAY, 24 JAN 2025
... the indices. "A better approach to portfolio design and management would be a daily process that uses information from market prices every day and spreads turnover across all trading days in the year, with flexibility across stocks, quantities, and time," ...

MUFG Pension & Market Services awards tech mandate

KARREN VERGARA  |  WEDNESDAY, 15 JAN 2025
MUFG Pension & Market Services (MPMS) has awarded Tata Consultancy Services (TCS) a mandate to help transform its retirement solutions business. The Memorandum of Understanding (MOU), in the new partnership, outlines joint initiatives in product development ...

Invest Blue expands offering with new acquisition

ELIZA BAVIN  |  TUESDAY, 17 DEC 2024
... expertise to expand in this critical space." Invest Blue is now one of the largest wealth protection advice providers in the market, with over 30,000 clients and in-force premiums of over $100 million per annum. In September 2023 Ironbark and Invest ...

Asena Family Office adds chief investment officer

ELIZABETH FRY  |  TUESDAY, 5 NOV 2024
... forces with boutique investment and tax advisory firm Giles Wade in February. The family office raises capital for private market opportunities for its US and Australian clients. Chief executive and managing director Liza Janakievski said: "Welcome to ...

BlackRock partners to build $1.5bn life sciences platform

MATTHEW WAI  |  FRIDAY, 1 NOV 2024
BlackRock and Wentworth Capital have joined forces to acquire two life sciences seed assets as part of a plan to build a $1.5 billion platform. BlackRock, through its real estate division, and Wentworth Capital have acquired two assets in Sydney to ...

European private equity strategy launches down under

KARREN VERGARA  |  THURSDAY, 10 OCT 2024
Global firms S64 Capital and HG Capital have joined forces to bring their flagship private equity offering to Australia. The firms are launching the Hg Fusion Private Capital Fund (HFPCF) to local investors as a feeder fund in the form of a unit trust. ...

Federal Reserve rate cuts beckon

ANDREW MCKEAN  |  MONDAY, 16 SEP 2024
... unfolding. AMP deputy chief economist Diana Mousina said some people believe the Fed is behind the curve and that the labour market will weaken further. They posit that a 50-basis point rate cut now could prevent the need for a larger cut right before ...

Schroders expands stable of global equity funds

JAMIE WILLIAMSON  |  THURSDAY, 5 SEP 2024
... overweight quality and growth, distinctively targeting companies that have strong growth prospects yet to be recognised by the market," Schroders said. The underlying strategy has been operating for 18 years with an investment philosophy based on the ...