Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1 - 10 of 126 results for "Tech stocks"

Three megatrends to watch in 2026

ELIZA BAVIN  |  MONDAY, 15 DEC 2025
... higher inflation, are two issues which will continue into the new year, along with growing investment into AI. He said tech stocks showed more resilience than markets may have anticipated at the beginning of the year, and investors will be watching to ...

Tech bubble top of mind for super funds in 2026: Report

KARREN VERGARA  |  WEDNESDAY, 26 NOV 2025
... risk management in the new year," she said. Across the board, institutional investors said high valuations (45%) of tech stocks are a major issue. Some 38% cited volatility as a key risk and 32% worry about the concentration risk of the Magnificent 7. ...

Overcoming the three-body problem in advice

JAMIE WILLIAMSON  |  FRIDAY, 1 AUG 2025
... considered, with valuations currently being dominated by the mega-cap end of town in both Australia and the US. "The Mag 7 tech stocks in the US, and in Australia it's the greatest bank of all time, Commonwealth Bank. These guys are dominating valuations ...

GQG rejigs allocations amid tariff pain

KARREN VERGARA  |  WEDNESDAY, 9 APR 2025
... consumer discretionary investments. The GQG Global Equity fund, for example, ended March with a 7.3% allocation in tech stocks compared to its benchmark MSCI ACWI's 23.4%. Consumer discretionary stocks were left a 1% allocation as opposed to the benchmark's ...

Australia home to 43 billionaires: UBS

KARREN VERGARA  |  MONDAY, 16 DEC 2024
... for 24%. This is followed by the technology sector and financial services sectors at 16% each. "Just as a few big US tech stocks account for a larger amount of global equity market capitalisation than they did 10 years ago, so too has billionaire wealth ...

Major themes impacting systematic investors

ELIZA BAVIN  |  FRIDAY, 15 NOV 2024
The extraordinary performance of mega-cap tech stocks has significantly impacted factor returns, creating both opportunities and challenges for systematic investors, according to a new study from Invesco. Invesco released its ninth annual Global Systematic ...

Rest's MySuper option returns 8.67% in FY24

ANDREW MCKEAN  |  WEDNESDAY, 3 JUL 2024
... gains, he said. He said Rest's exposure to these higher-quality companies, including many of the magnificent seven tech stocks at the forefront of artificial intelligence (AI) development, and the decision to stay fully invested in listed equities, has ...

Morningstar warns of stretched valuations in Australian equities

ANDREW MCKEAN  |  TUESDAY, 9 APR 2024
... optimism could come out of share prices for banks and other recent winners, including consumer cyclicals, REITs, and tech stocks," he said. "Geopolitics and global conflicts, China's stimulus inflating commodities, and an acceleration in deglobalisation ...

Australian Ethical eyes small caps as play for advisers

ANDREW MCKEAN  |  FRIDAY, 22 MAR 2024
... supportive, with a potential easing cycle over 2024, boding well for small caps." In particular, Willis said that local tech stocks, which fell out of favour in the second half of last year, along with sectors tied to global megatrends like healthcare ...

Economists share their top left field ideas for 2024

JAMIE WILLIAMSON  |  TUESDAY, 20 FEB 2024
... got, the low debt they've got, the imagination they've got, the momentum they've got means it'll be a great year for tech stocks," he predicted. However, La Trobe Financial chief investment officer Chris Paton highlighted the resilience of the property ...
PREVIOUS
NEXT