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Investment

Depreciating Aussie dollar could prove opportunistic

MATTHEW WAI  |  FRIDAY, 24 JAN 2025
Despite a turbulent reporting season ahead due to the depreciating Australian currency, Maple-Brown Abbott co-portfolio manager Matt Griffin has highlighted some of the sectors that stand to benefit.

Global dividend strength to continue: Plato

ELIZA BAVIN  |  FRIDAY, 24 JAN 2025
Global dividends are expected to show continued strength in 2025 after companies paid out $485 billion in the final quarter of last year.

Aussie shares cost 8% more on rebalance days: Dimensional

KARREN VERGARA  |  FRIDAY, 24 JAN 2025
Investing in the S&P/ASX 300 on a day it rebalances puts an 8% premium on share prices, a phenomenon that follows major global indices, new research from Dimensional Fund Advisors finds.

Morgan Stanley, Goldman Sachs top M&A advisory rankings

ANDREW MCKEAN  |  THURSDAY, 23 JAN 2025
Morgan Stanley and Goldman Sachs were the leading mergers and acquisitions (M&A) advisors in the financial services sector last year, in terms of deal volume, according to GlobalData.

Chief executive misbehaviour stifles investment returns

ANDREW MCKEAN  |  THURSDAY, 23 JAN 2025
Secret affairs, sexual harassment, and systemic abuses of power by chief executives and senior leaders have the potential to erode investment returns, according to Acadian Asset Management.

Netwealth, Praemium see inflows soar

ELIZA BAVIN  |  THURSDAY, 23 JAN 2025
Netwealth and Praemium have both recorded major inflows in the December quarter.

Australian Ethical 'cautious' on valuations

ELIZA BAVIN  |  THURSDAY, 23 JAN 2025
Australian Ethical says tech and AI will be important themes driving markets in 2025 but it is watching out for "curveballs".

Bain Capital improves Insignia Financial bid

JAMIE WILLIAMSON  |  THURSDAY, 23 JAN 2025
Insignia Financial has opened its books to Bain Capital after it matched CC Capital Partners' revised takeover offer.

One in three investors to boost private credit holdings: Survey

MATTHEW WAI  |  THURSDAY, 23 JAN 2025
According to a new study, more than one in three investors are planning to increase their allocation to private credit this year.

Regal FUM hits record high

MATTHEW WAI  |  WEDNESDAY, 22 JAN 2025
Regal Partners' FUM increased 4.6% in the December quarter, bringing the company's total FUM to $18 billion in 2024.