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Showing 51 - 60 of 1655 results for "Asset Classes"

Income investors to thrive in 2024: Report

CHLOE WALKER  |  MONDAY, 4 DEC 2023
... navigate shifts in base rates, while also being aware of risks involved. "We've seen significant price falls in asset classes that were historically considered 'low-risk' by textbook definitions, including the Morningstar Australia 10+ Yr Treasury Bond ...

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

CHLOE WALKER  |  THURSDAY, 30 NOV 2023
... Assumptions (LTCMAs) report, now in its 28th edition, provides a 10-15-year outlook for risks and returns across asset classes. According to the report, the forecasted annual return for a USD 60/40 stock-bond portfolio over the next 10-15 years remains ...

ASX calls time on mFund settlement service

ANDREW MCKEAN  |  TUESDAY, 28 NOV 2023
... impacted the willingness of issuers and brokers to offer a broad range of alternative investment strategies and asset classes to investors through mFund. Consequently, ASX questioned the effectiveness of resolving mFund's operational and connectivity ...

Super funds increasing offshore investment, currency hedging lessens: NAB

ANDREW MCKEAN  |  MONDAY, 27 NOV 2023
... report also revealed that while funds are continuing to increase offshore holdings, they are also favouring unlisted asset classes, with private credit and unlisted international infrastructure the most favoured asset class, followed by unlisted property. ...

LGT Crestone offers exclusive access to the Princely family fund

CHLOE WALKER  |  MONDAY, 27 NOV 2023
... returns without high correlation to global share markets." While the Princely Strategy still invests in traditional asset classes, it has a relatively high exposure to private markets assets, including private equity, which have historically been a source ...

Betashares launches cash plus managed fund

CASSANDRA BALDINI  |  MONDAY, 27 NOV 2023
... year, as investors have sought to benefit from rising interest rates and preserve capital amid volatility in other asset classes. It further pointed to data from ICI and Bloomberg which indicated that US money market assets have increased from approximately ...

Maple-Brown Abbott loses sales head

ELIZABETH FRY  |  FRIDAY, 24 NOV 2023
... whilst providing recurring income, capital preservation, low volatility in returns and low correlation to other asset classes through the cycle represents a compelling proposition." Epsilon launched the Epsilon Direct Lending Senior Loan Fund in June ...

Advisers turning to cash, fixed income: Data

CHLOE WALKER  |  FRIDAY, 17 NOV 2023
... countries), the pendulum has certainly fully swung the other way, reigniting demand for cash and fixed income as asset classes of choice," Investment Trends head of research Irene Guiamatsia said. Elsewhere, the report said advisers are becoming more ...

Super funds missing out on rich returns from Aussie agriculture

ANDREW MCKEAN  |  FRIDAY, 17 NOV 2023
... closely resemble that of the benchmark, regardless of whether it is classified in the equity, property or other asset classes," the report said. Nevertheless, McKay highlighted to Financial Standard the significant potential of the agricultural sector ...

First Sentier, AlbaCore complete partnership

CHLOE WALKER  |  THURSDAY, 16 NOV 2023
... that AlbaCore brings to the table complements our existing investment capabilities and enables us to unlock new asset classes and structures for our clients." Meanwhile, AlbaCore managing partner and chief investment officer David Allen said the firm ...