Australian Equities Reporting Season review

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Overall, relative to expectations, there were more earnings-per-share (EPS) beats than misses during the February reporting season. The ratio of beats to misses was broadly in-line with historic levels. Despite... Read more continue reading

Emerging opportunities for alpha in a volatile world of higher neutral rates

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In a rapidly evolving global landscape, Insight Investment (Insight) presents its annual investment update for 2024, revealing key insights into the complex environment and potential opportunities for institutional and wholesale... Read more continue reading

2024 Hamilton Lane Market overview: new data debunks private markets myths

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Report highlights findings around valuations, fundraising, GP-leds and sustainable investment returns. Hamilton Lane (Nasdaq: HLNE), a leading global private markets investment management firm, has published its 2024 Market Overview. This... Read more continue reading

Equity markets: red hot or red herring?

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Global and Australian economies and markets are holding up better than was expected just four months ago, according to the Schroders Australia investment team, but that doesn’t mean the good... Read more continue reading

Modern Portfolio Theory and the Rise of Ratios in Portfolio Construction

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Background Since their inception, financial markets have provided investors with the opportunity to increase their wealth. However, this is of course not always the case – at times, and without... Read more continue reading

RBA downgrades GDP, CPI predictions and will hold on rates

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Market review Markets pushed back the US Federal Reserve’s first interest rate cut, amid consensus of a soft economic landing. This allowed most yields to trade around the recent ranges.... Read more continue reading

Australian small caps at inflection point this reporting season

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Overall, the February reporting season was generally positive for Australian small caps, with the domestic economy remaining resilient, and many small cap company results beating market expectations, says Phillip Hudak... Read more continue reading

Driving thematics in the US

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According to the US Department of Energy (2022), more than 70% of transmission and power transformers in the US energy infrastructure are over 25 years old. Increasing demand will require... Read more continue reading

When developed markets become emerging markets

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Key takeaways Europe is experiencing challenges typical of emerging markets, including energy insecurity and increased government intervention, which threaten its long-term industrial and technological competitiveness European nationalisations, windfall taxes, and... Read more continue reading

Small cap private equity funds outperform large cap peers

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According to new research from Schroders, private equity funds that invest into small and mid-cap companies perform better than their large cap peers, creating superior returns. “Any private equity fund... Read more continue reading