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

Amundi’s Responsible Investment views 2024: trends to watch for responsible investors

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Responsible investing is quickly becoming more mainstream and is gradually converging towards a more standardised and regulated environment.  This change of scale has led to heated debates throughout 2023 with... Read more continue reading

Betashares flagship equities ETFs each pass $4 billion in assets

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Leading Australian fund manager, Betashares, has announced that two of its flagship equities funds passed $4 billion in funds under management amid continued growth in the Australian ETF industry. The... 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

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