Strategists say the US election is the biggest risk to markets

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Almost three quarters (74%) of Strategists see the US presidential election as the biggest risk to markets, and 60% think the US election will more likely hinder than support the... Read more continue reading

Atchison cautions against real assets and cash allocations

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Asset consultancy firm, Atchison advocates for a diversified portfolio, emphasising the continued importance of risk assets while maintaining caution with real assets and cash allocations in the third quarter of... Read more continue reading

Portfolio strategies for a higher inflation environment

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Over the course of 2024, inflation has continued its downward trend, pushing it back to levels closer to the goals of most central banks. Nonetheless, many central banks around the... Read more continue reading

Atlantic House opens Uncorrelated Strategies Fund to Australian investors

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Atlantic House, a London-based boutique investment manager specialising in derivatives-based strategies, has opened its Uncorrelated Strategies Fund to Australian investors. The Uncorrelated Strategies Fund, launched in the UK in May... Read more continue reading

Australian reporting season to separate the ‘wheat from the chaff’

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Tribeca Investment Partners expects the August reporting season to separate the ‘wheat from the chaff’ in listed companies, with its portfolio managers suggesting slowing economic activity, higher interest rates and... Read more continue reading

Investors are seeking the right answers to the wrong questions

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Key points: Are investors asking the right questions? Rate cuts are not a panacea for broken businesses. What really matters are fundamentals. Are these the right questions? Following the inflation... Read more continue reading

Australian central bank could raise rates in August, US tech rally to benefit Asian markets

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Interest rates could rise in the months ahead in Australia, inflation proving especially intractable in Australia, while US technology stocks are likely to continue rallying which could underpin growth in... Read more continue reading

Alta partners with Australia’s Ray White Capital enhancing access to private real estate opportunities 

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Alta, Asia’s leading digital securities exchange for alternative assets, has partnered with Australia’s largest real estate group, Ray White Capital (RW Capital) to launch the firm’s offerings and broaden access... Read more continue reading

Franklin Templeton assesses medium-term outlook for growth, earnings, interest rates and valuations

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Stephen Dover, Head of Franklin Templeton Institute, believes that it makes sense to step back from current conditions and assess the medium-term outlook for growth, earnings, interest rates and valuations,... Read more continue reading

Uncertain FY2025 outlook means investors must look for niche opportunities

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Based on the current trajectory of slowing quarterly growth, there is a real possibility that Australia may experience a recession in financial year 2025, according to Emanuel Datt, chief investment... Read more continue reading