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Showing 81 - 90 of 908 results for "valuations"

GAM nabs Janus Henderson equities team

ELIZABETH FRY  |  THURSDAY, 29 MAY 2025
... Botton." The team also believes the macro backdrop is shifting decisively in Europe's favour. "For decades, cheap valuations alone weren't enough to catalyse change in Europe. But that's no longer the case. Geopolitical realignment sparked ...

Super funds covet more global equities: Research

KARREN VERGARA  |  MONDAY, 19 MAY 2025
... appealing, offering super funds diverse opportunities, lower trading costs and, in certain sectors, less stretched valuations. In that vein, one could reasonably assume that mega-cap US tech would hold a particular appeal for super funds." Super funds ...

Benchmark-clinging passive investors risk meagre returns: Perpetual

ANDREW MCKEAN  |  TUESDAY, 13 MAY 2025
... and momentum investors, whereas the rewards from diversification have been meagre. But looking ahead, elevated stock valuations in the US suggest more muted returns. The Perpetual Capital Markets Estimator, which projects 10-year expected returns across ...

US financial market dominance can't last indefinitely: MSCI

ANDREW MCKEAN  |  MONDAY, 12 MAY 2025
... slowdown" in distributions reflects that many assets are being held - let's say, private equity positions - at valuations investors are struggling to find buyers for. "At the start of this year, there was a lot of optimism that there would be a revival ...

Super moves: QIC, VFMC, ESSSuper, Aware Super

ELIZABETH FRY  |  THURSDAY, 8 MAY 2025
... Lend Lease, he hunted for deals and managed the due diligence process for acquisitions. At JLL, Walsh sat with the valuations and advisory team. After four years at Aware Super, ESG manager Louise Bradshaw has switched superannuation funds. She has joined ...

The top-performing (and worst) asset classes of the past year

ANDREW MCKEAN  |  THURSDAY, 8 MAY 2025
... listed property returned a "modest" 4% for the year, while Australian direct property, which suffered due to lagged valuations, returned -6% - last year's poorest performing asset class. Other defensive assets like global listed infrastructure and ...

Australian private capital sector totals $139bn: Report

MATTHEW WAI  |  THURSDAY, 8 MAY 2025
... level at $45 billion since 2022. Preqin blamed global slowdown in fundraising and deal-making, as well as falling asset valuations as the factors behind the sluggishness. However, the report found that investors from both Australia and New Zealand, as ...

Global X China Tech ETF in the works

ANDREW MCKEAN  |  THURSDAY, 1 MAY 2025
... technology ETF, citing the country's shift from policy planning to delivery, stabilising fundamentals and depressed valuations, while also emphasising the critical nature of selective exposure. Ahead of the launch of the Global X China Tech ETF (ASX ...

REITs see best start versus equities in a decade: Principal AM

ANDREW MCKEAN  |  THURSDAY, 24 APR 2025
... market rotation." Rush added that the current investment case for REITs rests on two ingredients already in place, cheap valuations and positive fundamentals. However, what's been missing in recent years, is the third, and often most important ingredient ...

Mantis to distribute new micro cap offering

JAMIE WILLIAMSON  |  THURSDAY, 17 APR 2025
... said. "We see this part of the market as very under-researched and below the radar of the passive investor cohort. Valuations are as attractive as I have seen across my career." Farwerck added: "Our ability to maintain continuity with our previous portfolio ...