Double trouble: Trump policies see confidence down and inflation up

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Growth down and inflation up. The policy mix that may get Trump booted out! The pace of Trump 2.0 and the administration’s pro-growth and isolationist policies are introducing volatility back... Read more continue reading

Alternative asset classes offer consistent, reliable income for retirees as rates fall

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Central banks, including the Reserve Bank of Australia (RBA), have started to lower interest rates, which impacts savings and, ultimately, those who rely on this income, such as retirees. This creates a challenge... Read more continue reading

New bfinance report highlights key risks and opportunities in semi-liquid private equity

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A new semi-liquid private equity market report from independent global investment consultancy, bfinance, has found that the market for semi-liquid PE funds has grown to more than 40 strategies with an... Read more continue reading

Stocks that advisers favoured in February 2025

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Banks stocks appear to be diminishing in popularity with investors, with trading data from AUSIEX for February noting no banks in the top five buys for advised clients, non-advised investors... Read more continue reading

Crash landing?

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Growth expectations have significantly declined as the market adjusts to the implications of a potential ‘full-blown Trump’ presidency. Are there idiosyncratic factors at play, or is this the start of... Read more continue reading

Free cash flow works

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The difference between earnings and free cash flow is an important investment concept, one explained here by GSFM’s investment partner TD Epoch. Earnings have long played a dominant role in... Read more continue reading

Markets getting wobbly?

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Franklin Templeton processes the signals The new US administration has started off with a whirlwind of actions, plans and ideas, which in turn have generated a frenzy of reactions both... Read more continue reading

Retailers report shrinking margins in reporting season, gold to bounce back

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The latest reporting season showed some small cap companies are under pressure – including retailers – while others have a rosier outlook, such as gold miners, according to Phillip Hudak... Read more continue reading

Potential ‘Golden Era’ for REITs predicted, with strong growth expected for data centres and healthcare REITs

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Matthew Sgrizzi, chief investment officer and portfolio manager at LaSalle Investment Management Securities, expects a strong performance from real estate investment trusts (REITs) in 2025, with the potential for a... Read more continue reading

Market concentration and macro headwinds challenge global active managers in 2024

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Frontier Advisors, one of Australia’s leading asset consulting firms, has published their latest research showing 2024 as the most challenging year for global active equity managers in over two decades.... Read more continue reading