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| | | ... portfolio manager for public markets strategy. Castles has a strong background in portfolio management, specifically with equity index and equity quantitative products, having spent over a decade in similar roles at First Sentier Investors' quant ... |
| | | | Small cap specialist Josh Phillips has quit Aware Super to join Tyndall Asset Management's equity investment teams as a co-portfolio manager. Phillips will work alongside James Nguyen to help drive the performance of Tyndall AM's small companies' ... |
| | | | ... The new fund is the first time Insignia's alternatives capability has been packaged for the external market. Its private equity business also achieved the first close of its fourth MLC Private Equity Co-investment Fund, with investment from high-net-worths ... |
| | | | ... 16% planning to reduce their investment in the asset class. Further, the study showed other asset classes like private equity (34%) and infrastructure (33%) are also gaining traction, with secondaries continuing to "further cement" their place in the ... |
| | | | ... performance. "We're seeing gradually improving optimism broadly, which might be playing into this, especially in the equity space, where investors are anticipating rate cuts later on," she said. "And for some of these investors who've adopted ... |
| | | | ... greater fee transparency is crucial for building trust. "With fees being a key factor for investors choosing international equity brokers, platforms with clear and transparent fee structures can build trust and stand out in a competitive market." She ... |
| | | | VanEck will list its first Australian equity long short ETF on the ASX, which aims to outperform the S&P/ASX 200. The VanEck Australian Long Short Complex ETF (ASX: ALFA) is an actively managed and high conviction Australian equity portfolio that targets ... |
| | | | ... weighed on returns in decarbonisation sectors and clean tech sentiment has been very negative, Ninety One head of sustainable equity Deirdre Cooper predicts a resurgence. "Investors are likely underappreciating the future growth from decarbonisation ... |
| | | | ... have seen over the last 12 to 18 months in the US economy has run into headwinds. That is now starting to challenge US equity market valuations," Hennessy said. "Looking back to September and the lows in bond yields, investors were predicting a high ... |
| | | | ... look expensive," Halloway said. He noted that 10 stocks, including the 'Magnificent Seven,' accounted for almost 60% of US equity market returns last year, despite only accounting for 30% of the market's capitalisation. "We think the outperformance is ... |
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