Global equities to deliver new dividend darlings in 2025

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A report released by Plato Investment Management has highlighted new dividend growth trends in international equities. In the final quarter of 2024, global developed market companies paid out A$485 billion... Read more continue reading

Coller Capital survey highlights strong private credit demand among limited partners

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Coller Capital, a pioneer in private equity secondaries, has provided a valuable insight into private credit markets with the release of its Winter 2024/25 Global Private Capital Barometer. The Barometer,... Read more continue reading

A 2025 global growth equities outlook

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It’s the question that greets every new year…what will be the investment landscape in the year ahead? Will bull markets prevail? As 2025 ticked over and the strains of auld... Read more continue reading

Divergence creating small cap ‘princes and paupers’ – but will a catalyst for change emerge in 2025?

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A massive divergence in the valuations of small cap companies on the ASX is creating a ‘princes and paupers’ scenario with potential opportunities for active managers, according to a small... Read more continue reading

Uncertainty is certain – cyclical outlook

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Key takeaways The change in U.S. leadership increases global economic uncertainty in 2025. The incoming administration’s protectionist proposals have the power to reshape trade relationships and alter economic dynamics worldwide.... Read more continue reading

Will 2025 be the year of the bull market?

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Global markets are showing signs of positive sentiment heading into 2025 but geopolitical uncertainty and the impact of the incoming Trump administration are the wild cards, according to GSFM and its... Read more continue reading

Volatility returns to equity markets as bond yields jump

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As stock markets navigate heightened volatility and rising bond yields in 2025, investors are reducing bets on interest rate cuts in the US and pricing in more potential inflation under... Read more continue reading

Trump 2.0

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The new Trump Administration in the US is a major wildcard for the year ahead, both economically and geopolitically, with implications home and abroad. Whilst Trump’s main campaign policies and... Read more continue reading

A semblance of a goldilocks ahead of Trump’s inauguration

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Markets have cheered any good news emerging in 2024 from the economy, corporate earnings and the political environment, although occasionally they were caught by surprise. Looking ahead, they will be... Read more continue reading

Be patient. Watched stock never boils.

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Be patient. Watched stock never boils. Peter Lynch With global equity markets continuing to soar, an investment strategy that offers some genuine diversification away from the crowd should serve Australian... Read more continue reading