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

Subdued IPO pipeline in 2024 following tough 2023

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There was a marked deterioration in the initial public offering (IPO) market in 2023, with just 32 listings for the whole year, according to the latest HLB Mann Judd IPO... Read more continue reading

2024 Outlook: Will it be a hard, soft or no landing?

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Martin Currie Australia, part of Franklin Templeton, has released its recent outlook paper on what has shaped the Australian market in 2023 and provide fundamental insight into the Australian equities... Read more continue reading

Picture this: cheap but not entirely cheerful

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Ninety One’s Multi-Asset Credit team explains how loans have lagged the recent rally in credit markets to create compelling valuations but warns investors to take care to limit exposure to... Read more continue reading

Overvalued US equities could correct in 2024

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Equity valuations are inflated in the US and with more downside risk in 2024, investors should steer towards quality companies to avoid exposing their portfolios to riskier companies which could... Read more continue reading

2024 a potential turning point for AREITs yet recovery will not ‘lift all boats’

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2024 could be a turning point for AREITs following a period of rate hikes and rising bond yields, according to Amy Pham, Portfolio Manager for the Pengana High Conviction Property... Read more continue reading

Investing globally in uncertain times

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There are many good reasons to invest in global markets…however, with increasing geopolitical risk and volatile markets, what investment approaches are better positioned to prosper? This article from GSFM examines... Read more continue reading

Munro expects tech rally to run in 2024, led by Nvidia

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The biggest companies in the S&P 500 all grew earnings in 2023 after large structural changes accelerated technology earnings, and this is likely to continue in 2024, led by semiconductor... Read more continue reading

Is it time to hedge global equity investments?

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The slide in the Australian dollar (A$) last year begs the question of whether it’s time to consider hedging global equity portfolios in anticipation of a potential rebound in the... Read more continue reading