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

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