Retailers report shrinking margins in reporting season, gold to bounce back

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The latest reporting season showed some small cap companies are under pressure – including retailers – while others have a rosier outlook, such as gold miners, according to Phillip Hudak... Read more continue reading

Potential ‘Golden Era’ for REITs predicted, with strong growth expected for data centres and healthcare REITs

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Matthew Sgrizzi, chief investment officer and portfolio manager at LaSalle Investment Management Securities, expects a strong performance from real estate investment trusts (REITs) in 2025, with the potential for a... Read more continue reading

Market concentration and macro headwinds challenge global active managers in 2024

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Frontier Advisors, one of Australia’s leading asset consulting firms, has published their latest research showing 2024 as the most challenging year for global active equity managers in over two decades.... Read more continue reading

Global investors brace for impact following the German election 

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Kim Catechis, Investment Strategist, Franklin Templeton Institute calls the German election as “the most meaningful election of 2025.” He adds “Policy proposals during the campaign included some level of debt... Read more continue reading

Fidelity International’s 2025 Analyst Survey: New Regimes

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Key findings Artificial intelligence’s big breakthrough won’t happen this year. 72% of Fidelity’s analysts expect AI to have no impact on their companies’ profitability this year. Fidelity analysts predict a... Read more continue reading

Private credit market to grow in 2025 with Australian interest rates to support returns

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The Australian private credit market is poised to reach new heights in 2025, with strong business lending growth supporting the market’s growth and attractive returns for investors, with the Reserve... Read more continue reading

What is the performance of gold telling us?

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The price of gold exceeded US$2,900 an ounce last week for the first time. Since October 2023, it has risen by more than US$1,000 an ounce. The price is three... Read more continue reading

Investors must strengthen portfolio resilience amid persistent macroeconomic uncertainty

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Independent global investment consultancy bfinance has released its latest Manager Intelligence and Market Trends report, offering comprehensive insights on institutional investor activity, risk appetite, market developments and asset manager performance... Read more continue reading

CPD: The spectrum of growth

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Companies that generate strong, sustainable growth are valuable sources of long term capital appreciation in a portfolio, but these businesses are rare, difficult to identify and exist on a broad... Read more continue reading

Prioritising genuine diversification over momentum is key in an expensive market 

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The recent surge in US equity markets, particularly the S&P 500’s 23 per cent increase in 2024, is largely due to valuation expansions. This has created significant risks for investors,... Read more continue reading