Russell Investments’ strategists: Soft-landing still at risk

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Russell Investments’ strategists believe soft-landing optimism can deliver more near-term market gains but the risks of a sharper economic slowdown later in the year are elevated. “Although declining inflation means... Read more continue reading

Australian companies’ analysis shows Australia edging closer to a hard landing

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Although a consensus ‘Goldilocks’ view prevails for Australia’s economy, analysis of the latest reporting season reveals that a hard landing is still a very real possibility, according to Reece Birtles,... Read more continue reading

Strong growth opportunities in Emerging Markets equities

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The complexities exhibited by Emerging Markets creates significant market inefficiencies and strong potential for meaningful alpha generation. EM specialist Ashmore Investment Management, a PAN-Tribal Asset Management investment partner, examines the... Read more continue reading

Institutional investors prioritise private alternatives, energy Innovations and infrastructure in new market regime

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Key Findings Majority of investors (55% Global / 40% NORAM / 62% EMEA / 63% APAC) believe that they can significantly influence the progress of energy transition through investments; alternative... Read more continue reading

Amundi sees significant slowdown in the US economy

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The US economy is showing signs of deceleration, with falling profit margins and a decline in the leading economic index suggesting a potential slowdown in the coming quarters, according to... Read more continue reading

Revolution Asset Management introduces Private Debt Strategy to New Zealand investors

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Revolution Asset Management, a leading specialist Australian and New Zealand Private Debt investment manager, is pleased to announce the establishment of the Revolution Private Debt PIE Fund (NZD), opening opportunities... Read more continue reading

Q2 2024 Investment outlook: tapping into opportunities in stocks and bonds

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HSBC Global Private Banking is advising high net worth and ultra high net worth clients to consider taking on more risk and put their cash to work as the investment... Read more continue reading

Global dividends rose to a new high in 2023 with resurgent banks contributing half of global growth

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The latest Global Dividend Index by Janus Henderson Investors reveals global dividends experienced an uptick of 5.0% on an underlying basis, reaching a record of US$1.66 trillion in 2023. The... Read more continue reading

Continued global market uncertainty doesn’t hold back positive sentiment for global equities, bonds and alternative

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Inflation and geopolitics continue to cause uncertainty in global markets, however investors can still find pockets of opportunities from global trends including the energy transition and artificial intelligence, according to... Read more continue reading

Long/short investing

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Investors and advisers alike are well accustomed to ‘long-only’ investing, while short selling is often perceived negatively. However, long/short equity strategies can often deliver better returns and lower volatility for... Read more continue reading