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| | | ... through cost escalation, project delays, soft presales, unsold stock, and weaker refinancing conditions. It noted some portfolio concentration to a single developer group or related assets can increase risk where the underlying project performance changes ... |
| | | | ... exposure to industrial property through the Brickworks Manufacturing Trust. Established in 2022, the trust houses a portfolio of manufacturing properties in which Brickworks retains a 50.1% interest alongside Goodman Group. Barlow highlighted the longstanding ... |
| | | | Zenith has announced two senior appointments to strengthen its research and portfolio management divisions. Charl Marais joined as senior portfolio manager, while Dan Cave returns to the company in a newly created role of deputy head of income research. ... |
| | | | ... investment in 2023, when it acquired a 50% stake from Transurban in the A25 Concession. Plenary Americas, a La Caisse portfolio company, will support the asset's day-to-day operations. Plenary Americas is a developer, manager and operator of infrastructure ... |
| | | | ETF performance in May was dominated by cybersecurity and broader technology themes, with the sector delivering exceptional returns across multiple strategies. While the Global X Cybersecurity ETF returned 36.5% for investors, Betashares Global Cybersecurity ... |
| | | | ... Opportunities Fund, and took out the top gong for Investment Manager of the Year. MLC won for its MLC Wholesale Horizon 1 Bond Portfolio, MLC MultiActive Balanced and MLC MultiActive Growth funds. MLC's Antares also won the Equity Income Strategy ... |
| | | | ... environment in which we are operating," Du Plooy said. He added this will also impact how active mangers make their portfolio decisions, driven by benchmark risk and not investment fundamentals. "A lot of active managers will end up buying into these ... |
| | | | ... internal research alongside external research and public market data. The asset manager said this will help analysts and portfolio managers surface relevant signals faster and spend more of their time on judgment and investment decisions. It is also ... |
| | | | ... strategies. Senior product and investment strategist Marc Jocum said the proposed CGT reforms appeared to be influencing portfolio construction decisions. "Investor behaviour in May points to a clear pivot," Jocum said. "The proposed CGT reforms have ... |
| | | | ... complex, large-scale portfolios. O'Neil is currently head of Australian real assets at AustralianSuper, overseeing a portfolio of investments that includes holdings in residential property, airports, toll roads, logistics projects, energy and telecommunications ... |
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