Search Results | Showing 1 - 10 of 59 results for "Return expectations" |
| | ... include responsible investing in their advice proposition, driven by rising socially responsible behaviour and return expectations, with over 90% recommending it to clients either actively or upon request. "That's a really good indication of the demand ... |
| | | ... concerns, and rising interest rates. This complex environment has led to a nearly 28% reduction in long-term return expectations, from 8.8% last year to 6.3%. Recession fears top their concerns at 52%, with war and terrorism at 50%, and central bank ... |
| | | ... anticipate bond ETFs to remain popular with Australian investors in the coming year, particularly as domestic bond return expectations have substantially increased since 2022 from 1.3-2.3% to 4.3-5.3% per annum over the next 10 years. "Hopefully stabilising ... |
| | | ... nominal return of 7%. "This is due in part to higher interest rates spurring a substantial increase in bond return expectations. For equities, however, the higher-rate environment depresses asset price valuations across global markets while squeezing ... |
| | | ... perfect storm of surging inflation, rate hikes, and an unusual correlation with equities. This year however, return expectations for bonds have significantly improved, and yields and spreads have stabilised. Investors are again realising the diversification ... |
| | | ... yielding savings accounts (9% in May 2023, up from 8% in November 2022 and 6% in May 2022). It also found market return expectations hold steady at +1.2% versus +1.3% in November 2022. The challenging environment is fertile ground for new opportunities ... |
| | | ... interest rates have created short-term pain for Australian investors, they have helped to improve long-term return expectations for bonds," said Burns. "While bond prices typically reprice lower when interest rates rise, investors with a sufficient long-term ... |
| | | ... report, 49% underestimate the impact of inflation, 42% overestimate investment income 40% set unrealistic return expectations and 46% underestimate how long they will live. A total of 41% are too conservative with their investments, 39% forget to factor ... |
| | | ... overestimated investment income and 41% were too conservative in investments. Around 40% set up unrealistic return expectations, 39% forgot to factor in healthcare costs, and 33% relied too much on public benefits. Meanwhile, 23% underestimated real ... |
| | | ... turbulent times." Correspondingly, Investment Trends Investor Intentions Index indicates investors' average return expectations for domestic equities dropped below the psychological barrier of zero in June 2022, the first negative measure recorded since ... |
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