Double digit super fund returns a live possibility for CY24

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Super funds had a tremendous month in November with the median growth fund (61 to 80% in growth assets) up 2.5% for the month, benefitting from buoyant share markets led... Read more continue reading

Investors need to position portfolios more defensively for more share volatility in 2025  

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Investors should be positioning their portfolios to include more defensive investments in what could be a more volatile year for shares in 2025 after a sharp drop in share prices... Read more continue reading

Eastspring Investments see potential for emerging markets to outperform in 2025

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Eastspring Investments believes that valuations are supportive for Chinese equities in 2025, despite potential tariffs being imposed by the US, with potential for additional fiscal stimulus buoying the largest emerging... Read more continue reading

MFS Global Retirement Survey shows Australians more confident about retiring but expect to save more than planned

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Overall confidence in being able to retire has significantly risen in Australia, according to the 2024 MFS Global Retirement Survey. However, 75% of superannuation fund members agreed they needed to... Read more continue reading

Australian fixed interest to enter pro-growth environment in 2025

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Key takeaways The outlook for 2025 is broadly positive for fixed interest investors, with actively managed strategies well positioned to capitalise on opportunities and mitigate risks within the supportive policy... Read more continue reading

Global private credit momentum to continue on back of higher for longer rates, increased corporate activity

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Investor demand for global private credit is set to continue on the potential for interest rates to remain ‘higher for longer’, and increased signs of corporate activity in key markets,... Read more continue reading

2025 could be the new “golden era” for REITs

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Real estate investment trusts (REITs) could be on the cusp of a new “golden era” in 2025, despite recent challenges in the sector, according to Matthew Sgrizzi, CIO and portfolio... Read more continue reading

After Trump victory, all eyes turn to inflation and global markets

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The election of Donald Trump has brought renewed focus on inflation and its potential ripple effects on global markets. Over recent months, the combination of a resilient US economy, Trump’s... Read more continue reading

Corporate Australia faces major hurdles on the path to Net Zero

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Will Baylis Corporate Australia is struggling to meet Net Zero goals, with significant challenges hindering progress according to Martin Currie Australia, a leading equities investment manager. Even though the firm... Read more continue reading

Global equities: evidence suggests markets underestimating Generative AI earnings trajectory

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Data suggests it’s still early days for the generative AI infrastructure theme, with reasons to be confident certain high-quality companies aligned to AI’s rapid adoption will deliver earnings growth well... Read more continue reading