Inflated valuations, China a risk for Australian equities

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Schroders head of Australian equities, Martin Conlon, has warned against paying too much for assets given an underlying disconnect between share prices and the real economy and says equity prices... Read more continue reading

Global dividends hit third quarter record – US$431.1bn

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Global dividends rose 3.1%[1] to US$431.1 billion in Q3 according to the latest Janus Henderson Global Dividend Index, a record for the third quarter and in line with the asset manager’s... Read more continue reading

Super funds flat in October but strong CY24 result on the horizon

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Super funds were flat in October with the median growth fund (61 to 80% in growth assets) up 0.1% for the month. However, with share markets up in November so... Read more continue reading

Superior earnings growth to drive small cap stocks: White Paper

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Superior earnings growth forecasts for small cap stocks relative to larger companies is set to drive a rebound in the smaller end of the market, but active management is key... Read more continue reading

Trump era outlook for emerging markets debt in 2025

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In a new Trump era, the potential push higher in US inflation, growth, rates, the dollar and Treasury yields has implications for emerging markets debt (EMD) investors. Janus Henderson Investors... Read more continue reading

Mixed market sentiment for 2025 driven by global geopolitics and central bank easing cycles

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The incoming Trump administration has raised uncertainty about the outlook for global markets in 2025, particularly around the implementation of Trump’s protectionist policies, according to Bennelong and its fund manager... Read more continue reading

2025 outlook for Japanese equities

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The transformation of the Japanese economy and corporates is driving the potential for more attractive long-term returns in the Japanese equities. Inflation is a new thing for the Japanese as... Read more continue reading

Surge in investor demand for diversification

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The latest Manager Intelligence and Market Trends report from independent global investment consultancy, bfinance, has found that investors are increasingly looking to improve diversification across regions, styles, and market caps... Read more continue reading

The big picture: Western Asset’s latest insights on economic drivers and credit markets for fixed-income investor fourth quarter 2024

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In its most recent analysis, Western Asset, part of the Franklin Templeton group, highlights its base case calls for further weakening of global growth and further declines in inflation with... Read more continue reading

Tapping into offshore Real Estate Debt – why now is the time

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Australians have long seen property as the key to building wealth. With consistent price growth, tax perks like negative gearing, and the appeal of tangible assets, real estate has thrived... Read more continue reading