Soft-landing could be derailed by geo-political risks and inflation

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With consensus that a soft-landing is imminent and markets are pricing in this outcome, there are complex geo-political risks that could impact the actual outcome, says Zenith Investment Partners head... Read more continue reading

Asian market holds twice the potential of US in 2024

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The Asian market holds significant potential for long term investors and is set to outperform the United States once the Federal Reserve pauses and starts cutting rates, according to abrdn... Read more continue reading

The return of ‘polycrisis’ risk

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If the US economy avoids a hard landing, equities should continue to outperform bonds. We are not in a recession. The soft landing scenario is very much priced in and... Read more continue reading

Heading into 2024 private credit offers steady cash income with equities still vulnerable

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Private credit funds will offer investors an attractive opportunity to benefit from regular cash income and low volatility regardless of which economic conditions prevail during 2024, a year which brings... Read more continue reading

Public REITs: Relative valuations are attractive

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Rising interest rates have posed challenges for REIT stock prices over the last two years, leading to historically large discounts relative to broader equity markets. However, yields peaking has typically... Read more continue reading

Will global small-cap stocks outperform in 2024?

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Attractive earnings growth prospects and discounted valuations due to recent, uncharacteristic underperformance may create opportunities for global small-cap stocks. Key takeaways Rising interest rates proved to be a strong headwind... Read more continue reading

CEFC-backed Virescent Ventures entrenches position as Australia’s largest specialist climate tech VC as portfolio surpasses $260M

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Australia’s pioneer climate tech VC Virescent Ventures has confirmed its specialist portfolio is over $260 million, having backed 33 innovative climate tech businesses and funds/incubators. The breadth and size of the... Read more continue reading

Tale of two halves among small caps sector

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While small capitalisation stocks have significantly underperformed large companies since the start of 2022, many quality small cap companies possess superior earnings profiles to large companies and have been indiscriminately... Read more continue reading

Gaming still bigger than Ben Hur

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COVID-19 made gaming an even bigger industry, projected to again outpace the movie and digital music industries combined in terms of revenue in 2024, according to Insync Funds Management CIO,... Read more continue reading

US market may turn up more opportunities than just artificial intelligence

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Advisers looking to gain exposure to US equities for clients, can choose from a relatively small selection of ETFs and managed funds that target the market specifically. US equities accounted... Read more continue reading