Bifurcation on ASX demands bottom up view for 2025

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The extreme divergence in performance within ASX sectors underlines the benefits of analysing investments at company level, according to ST Wong, Chief Investment Officer at Australian boutique, Prime Value Asset... Read more continue reading

European infrastructure a trillion dollar opportunity for investors

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The infrastructure asset class is experiencing tailwinds from secular megatrends including decarbonisation and the energy transition, digitalisation and the growth in data and AI, with the energy and utilities sector... Read more continue reading

A cross-asset 2025 outlook

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Portfolio Managers, Strategists and Executives from Natixis Investment Managers, AEW Capital Management, Flexstone Partners, Loomis Sayles, Mirova, Vaughan Nelson Investment Management provide 2025 Market Outlooks. During 2024, the US economic... Read more continue reading

Investors need to position portfolios more defensively for more share volatility in 2025  

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Investors should be positioning their portfolios to include more defensive investments in what could be a more volatile year for shares in 2025 after a sharp drop in share prices... Read more continue reading

Eastspring Investments see potential for emerging markets to outperform in 2025

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Eastspring Investments believes that valuations are supportive for Chinese equities in 2025, despite potential tariffs being imposed by the US, with potential for additional fiscal stimulus buoying the largest emerging... Read more continue reading

Australian fixed interest to enter pro-growth environment in 2025

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Key takeaways The outlook for 2025 is broadly positive for fixed interest investors, with actively managed strategies well positioned to capitalise on opportunities and mitigate risks within the supportive policy... Read more continue reading

Global private credit momentum to continue on back of higher for longer rates, increased corporate activity

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Investor demand for global private credit is set to continue on the potential for interest rates to remain ‘higher for longer’, and increased signs of corporate activity in key markets,... Read more continue reading

2025 could be the new “golden era” for REITs

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Real estate investment trusts (REITs) could be on the cusp of a new “golden era” in 2025, despite recent challenges in the sector, according to Matthew Sgrizzi, CIO and portfolio... Read more continue reading

After Trump victory, all eyes turn to inflation and global markets

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The election of Donald Trump has brought renewed focus on inflation and its potential ripple effects on global markets. Over recent months, the combination of a resilient US economy, Trump’s... Read more continue reading

Global equities: evidence suggests markets underestimating Generative AI earnings trajectory

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Data suggests it’s still early days for the generative AI infrastructure theme, with reasons to be confident certain high-quality companies aligned to AI’s rapid adoption will deliver earnings growth well... Read more continue reading