Investment

You are in Investing ⁄ Investment (Page 55)

Assembly Funds Management to reopen second fund for investment

From ARM - Assembly Funds Management

Assembly Funds Management (AFM) has begun talks with existing and prospective investors for the second close of ADPF2, the next fund in its Private Equity Real Estate series, to continue... Read more continue reading

12 Aug 2024

The Goldilocks market scenario – and the three bears

So far this year, market participants have been pricing a “Goldilocks” scenario with quiescent inflation and positive economic growth. Recent volatility has cast doubt over the likelihood of a soft... Read more continue reading

12 Aug 2024

Perspective on long-term investing: questioning the ‘time in’ the market axiom

From Padua Solutions

Introduction In the world of investing, there is a long-standing debate between two strategies: timing the market and time in the market. Countless investors grapple with this dilemma. The conventional... Read more continue reading

09 Aug 2024

AI – Bubble or structural shift?

From GSFM

Artificial intelligence is the topic du jour. It seems it will affect all aspects of life and provide a number of investment opportunities. In this article, GSFM’s investment partner TD... Read more continue reading

08 Aug 2024

Quality Insights: Navigating an increasingly concentrated market

From Ninety One

The narrow leadership in global equities is unprecedented. It is also dangerous. Clyde Rossouw, Head of Quality, explains why markets do not appear as healthy as the headlines suggest, and... Read more continue reading

07 Aug 2024

‘Equity like’ returns on private credit, with investors drawn by stable income

With returns in the range of 8% to 10% in the private credit market, private credit is offering ‘equity-like’ returns which is drawing investors into this growing asset class, according... Read more continue reading

05 Aug 2024

Capitalising on recent underperformance and temporary disruption in the healthcare sector

From Yarra Capital Management

Key takeaways The healthcare sector continues to be supported by strong long-term growth drivers, presenting overall as good value compared to history. The healthcare suppliers’ sub-sector, including equipment distributors (i.e.... Read more continue reading

02 Aug 2024

Strategists say the US election is the biggest risk to markets

From Natixis Investment Managers

Almost three quarters (74%) of Strategists see the US presidential election as the biggest risk to markets, and 60% think the US election will more likely hinder than support the... Read more continue reading

01 Aug 2024

Atchison cautions against real assets and cash allocations

Asset consultancy firm, Atchison advocates for a diversified portfolio, emphasising the continued importance of risk assets while maintaining caution with real assets and cash allocations in the third quarter of... Read more continue reading

01 Aug 2024

Portfolio strategies for a higher inflation environment

From Evergreen Consultants

Over the course of 2024, inflation has continued its downward trend, pushing it back to levels closer to the goals of most central banks. Nonetheless, many central banks around the... Read more continue reading

30 Jul 2024

FIRST 1...51 52 53 545556 57 58 59...215 LAST

Earn CPD Points

CPD: Why private market assets belong in client portfolios
Australia’s superannuation funds have quietly reshaped their portfolios over the past decade, and the numbers tell the private markets story better than any commentary can. Hostplus allocates 38% of its [...]
CPD: Diversifying portfolios with Emerging Market debt
For advisers building diversified portfolios, especially those focused on generating income, Emerging Markets (EM) debt deserves consideration. The asset class has converged steadily toward Developed Market (DM) standards over the [...]
CPD: The end of tax certainty? Adviser use-cases for investment bonds after Budget 2026
Why your peers are talking about investment bonds again A critical foundation of strategic financial advice is certainty about how a financial structure will be taxed, now and into the [...]
CPD: Maximising super contributions before retirement
For clients in their fifties and early sixties, superannuation stops being a distant concept and becomes a countdown. This article, proudly sponsored by Allianz Retire+, explores how clients can maximise [...]
CPD: Trust – the unseen foundation of ethical financial advice
Trust sits at the heart of every successful financial advice relationship. In this article, proudly sponsored by GSFM, the importance of the trust relationship and its link to ethical practice [...]