US tariffs not necessarily bad for REITs, a potential relative winner

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As investors position their portfolios for greater geopolitical and economic uncertainty, real estate investment trusts (REITs) are well positioned to potentially outperform alternatives, underpinned by undemanding valuations and solid fundamentals,... Read more continue reading

Global private credit to move from ‘niche’ to necessity as demographic shifts favour steady income

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Global private credit can move from a ‘niche’ asset class to a necessity for Australian investors, as demand for reliable income-producing investments grows due to significant demographic drivers, according to... Read more continue reading

Amid volatility, optimism surges for European markets: Natixis Investment Managers Strategists Survey

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The insights[1] of 34 market strategists, portfolio managers, research analysts and economists across Natixis Investment Managers affiliated group confirmed a bullishness for Europe, with over a third (38%) saying it... Read more continue reading

Fidelity International warns of deepening global fragmentation in mid-year investment outlook

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Fidelity International (‘Fidelity’) has released its mid-year investment outlook highlighting the dramatic shift in global markets and the growing need for regional portfolio diversification. Titled ‘A Global Rewiring’[1], the report... Read more continue reading

Artificial intelligence growth a boon for Asia

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Rising artificial intelligence (AI) adoption, robust capex plans and emerging use cases are good news for Asia, where firms are innovating in AI, according to Eastspring Investments’ portfolio manager, Terence... Read more continue reading

Datt Capital funds increase reach on new platform

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Boutique Australian equity investment manager Datt Capital has announced that its Datt Capital Absolute Return Fund and Datt Capital Small Companies fund have been added to the Mason Stevens Investor... Read more continue reading

Navigating a fractured global market: life after the 90-day suspension 

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With the 90-day suspension on US tariffs due to expire in early July, investors are bracing for a return to heightened volatility. As the countdown begins, global markets are entering... Read more continue reading

Strong bond outlook as super changes likely to hit 500,000 Australians in coming decades

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The market outlook for bonds and equities is strong, and investors can look forward to good returns on their super funds in coming years, according to Jenna Hayes, executive director of... Read more continue reading

Global Climate Survey – Looking for adaptation alongside mitigation solutions

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Investors are now preparing to adapt to the consequences of global warming that may be irreversible, alongside trying to stop it getting any worse. A new temperature record of 1.55... Read more continue reading

Iran conflict sparks geopolitical shockwave as markets brace for impact

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Thirteen days ago, Israel launched a major military campaign targeting Iranian nuclear facilities, air defence, surface-to-surface missile sites, and senior military and scientific personnel. Over the weekend, the conflict escalated... Read more continue reading