Australian stock market seen as safe haven in volatile global markets

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As global markets remain gripped by volatility, the Australian equity market is proving to be relatively resilient. According to Emanuel Datt, Chief Investment Officer of Datt Capital, a combination of... Read more continue reading

Investors maintain strong inflows into ASX ETFs in Q1 2025 despite increased market volatility

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Key highlights: Total inflows into ASX ETFs over the March quarter top $11.0 billion, the Australian industry’s second-highest quarterly inflows since the record $12.7 billion invested into ASX ETFs during... Read more continue reading

U Ethical leads push for climate accountability in fossil fuel financing 

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U Ethical, an Australian not-for-profit ethical investment manager, has released its latest Climate Risk Report, highlighting that portfolio carbon intensity continues to be significantly lower than the benchmark and stepping up pressure on Australian banks... Read more continue reading

Uncertainty presents investor opportunities

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In its second 2025 investment outlook, the $263 billion* global asset manager American Century Investments offers guidance on navigating the policy and market uncertainty on tariffs, federal spending cuts, interest rates... Read more continue reading

Rising bond yields provide ‘golden’ fixed income opportunity as investors look for alternatives to hybrids

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As the Australian Prudential Regulation Authority (APRA) plans to phase out Australia’s $43 billion hybrids market over the next seven years, investment-grade credit and corporate bonds provide an attractive and... Read more continue reading

Liberation Day… or the start of recession

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Employing hard negotiation tactics means starting with extreme demands before following up with only small, slow concessions. Negotiations may have the appearance of ‘take it or leave it’ or might... Read more continue reading

Investment opportunities in European markets amid global economic challenges

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As the global economy grapples with high interest rates and around $100 trillion in global debt set for refinancing, European equites are more attractively priced compared to their United States... Read more continue reading

“A flight to safety”: IAM cautions on private credit as fixed income becomes preferred defensive option

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As private credit funds fill the lending gaps left by banks, the asset class’s rapid expansion is not without risks, with concerns growing that fund managers may be taking on... Read more continue reading

A growth revival: the start of European exceptionalism?

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At the start of the year, U.S. exceptionalism, which has prevailed for over a decade, was widely expected to persist. Since then, however, several factors have coincided to test the... Read more continue reading

bfinance report reveals major shifts in private markets and asset allocation strategy

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A new report from independent global investment consultancy, bfinance, has identified the key challenges in incorporating private market investments into strategic asset allocation models. Given the absence of robust benchmarks for... Read more continue reading