Stewart Investors spotlights six global companies leading the way to housing sustainability

From

With housing representing an estimated 17 percent of global energy-related carbon dioxide emissions, the quest for building, operating, and maintaining durable structures is a pressing global priority, according to Stewart Investors,... Read more continue reading

Global asset owner survey finds investors re-prioritising allocations amid geopolitical uncertainty and rapid digitalisation

From

Independent global investment consultancy, bfinance, has released its biennial global asset owner survey, identifying the priorities of more than 300 senior investors, with a combined AuM of over US$7 trillion... Read more continue reading

US shares could rally on Trump administration, bonds to provide income

From

For investors seeking stability and income, the expected moderation in inflation could create opportunities for fixed income investments, while US equities are likely to perform well under a Trump administration... Read more continue reading

Inflated valuations, China a risk for Australian equities

From

Schroders head of Australian equities, Martin Conlon, has warned against paying too much for assets given an underlying disconnect between share prices and the real economy and says equity prices... Read more continue reading

Global dividends hit third quarter record – US$431.1bn

From

Global dividends rose 3.1%[1] to US$431.1 billion in Q3 according to the latest Janus Henderson Global Dividend Index, a record for the third quarter and in line with the asset manager’s... Read more continue reading

Superior earnings growth to drive small cap stocks: White Paper

From

Superior earnings growth forecasts for small cap stocks relative to larger companies is set to drive a rebound in the smaller end of the market, but active management is key... Read more continue reading

Trump era outlook for emerging markets debt in 2025

From

In a new Trump era, the potential push higher in US inflation, growth, rates, the dollar and Treasury yields has implications for emerging markets debt (EMD) investors. Janus Henderson Investors... Read more continue reading

Mixed market sentiment for 2025 driven by global geopolitics and central bank easing cycles

From

The incoming Trump administration has raised uncertainty about the outlook for global markets in 2025, particularly around the implementation of Trump’s protectionist policies, according to Bennelong and its fund manager... Read more continue reading

Surge in investor demand for diversification

From

The latest Manager Intelligence and Market Trends report from independent global investment consultancy, bfinance, has found that investors are increasingly looking to improve diversification across regions, styles, and market caps... Read more continue reading

The big picture: Western Asset’s latest insights on economic drivers and credit markets for fixed-income investor fourth quarter 2024

From

In its most recent analysis, Western Asset, part of the Franklin Templeton group, highlights its base case calls for further weakening of global growth and further declines in inflation with... Read more continue reading