US labour shortages a bigger threat to markets than tariffs 

From

Structural labour shortages in the US pose a more persistent risk to inflation, corporate earnings and market stability than tariffs, Chad Padowitz, co-chief investment officer at Talaria Capital says. While... Read more continue reading

Investors turn to childcare as a resilient, high-impact asset class

From

Australia’s childcare sector has long been seen as a social service, but increasingly it is being recognised for what it also represents: critical economic infrastructure. As Mike Cameron, Commercial Director... Read more continue reading

Are European smaller companies primed for success?

From

In recent years, the investment spotlight has been firmly fixed on the US, especially its tech sector, drawing significant fund flows away from other regions. However, as global economic dynamics... Read more continue reading

Pengana International Equities Fund proposes restructured offering amidst changing needs of investors, announces plan to boost income returns for shareholders

From

The $374 million Listed Investment Company, Pengana International Equities Fund (ASX: PIA), has announced a proposal to boost shareholders’ income returns via a new structured global private credit exposure targeting... Read more continue reading

Private equity continuation market to quadruple in size over coming decade

From

New analysis from Schroders Capital forecasts that the global continuation investment market – also known as GP-led secondaries – is set to more than quadruple in size over the next decade, transforming... Read more continue reading

What’s next for UK and US equities?

From

United States Wall Street vs Main Street Our recent journey across the United States, touching base in bustling hubs like New York and Boston, offered a fascinating glimpse into the... Read more continue reading

“Colossal Tech” spending and the multiplier effect altering nations and economies

From

The capital spending of major tech companies, dubbed “Colossal Tech,” is unprecedented and growing, potentially altering the course of nations and becoming a crucial factor in forecasting the US economy,... Read more continue reading

Managed accounts continue to gain momentum as advisers prioritise efficiency and integration

From

Australian financial advisers using managed accounts are reporting unprecedented client outcome improvements, with 88% experiencing positive results according to comprehensive new research from platform provider Praemium. The research, surveying advisers... Read more continue reading

End of bank hybrids signals opportunity for sophisticated investors

From

The Australian Prudential Regulation Authority’s (APRA) decision to phase out $44 billion worth of additional Tier 1 (AT1) bank hybrids by March 2032 will mark the end of a product... Read more continue reading

Private equity taps an overlooked market segment

From

Private equity investors are missing out on a reliable growth opportunity by overlooking a vast, undervalued corner of the market – Australia’s lower mid-market segment, according to Fortitude Investment Partners.... Read more continue reading