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Showing 61 - 70 of 338 results for "Thematic"

Partners Group buys local data centre operator

MATTHEW WAI  |  MONDAY, 10 MAR 2025
... Partners Group managing director of infrastructure Asia Nicholas Kuys said the development of data centres are supported by thematic tailwinds, including the increasing use of generative AI, cloud adoption and migration of workloads. "The sector has ...

Monetary policy not the only game in town: Brian Redican

ANDREW MCKEAN  |  TUESDAY, 25 FEB 2025
... Beyond defence, Redican noted the recent US earnings season saw strong profits from big tech companies, with a standout thematic being their investment in artificial intelligence. He pointed to Meta's planned $65 billion in capital expenditure over the ...

CSC sells down data centre holdings to Future Fund, Infratil

KARREN VERGARA  |  TUESDAY, 18 FEB 2025
... CDC "has lived up to our expectations as a unique, trusted and innovative provider of highly secure data centres." "Our thematic foresight, coupled with a capability to identify the best asset through which to gain managed-risk exposure to technological ...

ASIC updates on SMSF advice review

ELIZA BAVIN  |  THURSDAY, 13 FEB 2025
... SMSF may not be suitable for them and may adversely affect their retirement outcomes," ASIC said. The last review in thematic SMSF advice was released in June 2018, and ASIC said this project follows on from what it gathered from that report. ASIC said ...

Local family office backs new venture to invest in climate tech

ANDREW MCKEAN  |  WEDNESDAY, 12 FEB 2025
The family office of Daniel Besen has become an anchor investor in new venture capital firm Climate Tech Partners, investing in "innovative software and hardware companies" accelerating decarbonisation. Climate Tech Partners was founded by Patrick Sieb ...

System Capital joins Fidante stable

JAMIE WILLIAMSON  |  MONDAY, 3 FEB 2025
... cashflows over the medium term and in a strong, competitive position. "Our fund is not constructed with a specific investment thematic or qualitative overlay. Rather, we look to take advantage of structural winners and losers within specific industries ...

Climate funds see first year of outflows

ROSE MARY PETRASS  |  FRIDAY, 24 JAN 2025
... deposits in 2024, with net outflows reaching US$24 billion, according to fresh data from Morningstar. In Europe, climate thematic funds experienced the largest outflows of any category during 2024. In December, Article 9 funds shed €4 billion, marking ...

Trustee valuation processes 'concerning': APRA review

JAMIE WILLIAMSON  |  TUESDAY, 17 DEC 2024
... involve staff members whose remuneration is tied to asset values in the process. APRA has released the findings of its thematic review of trustees' implementation of Prudential Standard SPS 530 Investment Governance, which was updated in January 2023. ...

Investors plan to continue private markets love affair

JAMIE WILLIAMSON  |  MONDAY, 25 NOV 2024
... to 84%. Further, 47% of investors are anticipating a reduced illiquidity premium over the next 20 years. In terms of thematic opportunities, investors see opportunity across AI and technology, the energy transition, population ageing, and counter-cyclical ...

UBS terminates Future Leaders small cap fund

ANDREW MCKEAN  |  WEDNESDAY, 30 OCT 2024
... portfolio of strategies that the asset manager offers investors in Australia. "Small caps are a great asset class to build a thematic strategy from given the wide breadth of opportunities in the universe, their high exposure to investment themes and ...