Investors beware – Scope 3 emissions hide as much as they reveal

From

Companies and investors have a crucial role to play in addressing climate change. As one of today’s most urgent challenges, the requirement for companies and investors to adopt ‘net-zero’ targets... Read more continue reading

BlackRock expands its iShares Factor ETF suite to include momentum, quality and value strategies in Australia

From

Drawing on over 40 years’ experience in managing systematic and factor-based investing strategies globally, BlackRock Australia has announced its intent to add momentum, quality, and value ETFs to the iShares... Read more continue reading

What can investors expect in The Year of The Dragon?

From

The Year of The Dragon, according to tradition, is associated with good luck, accomplishment and strength. As many investors in the region prepare to celebrate the Lunar New Year and... Read more continue reading

Soft-landing could be derailed by geo-political risks and inflation

From

With consensus that a soft-landing is imminent and markets are pricing in this outcome, there are complex geo-political risks that could impact the actual outcome, says Zenith Investment Partners head... Read more continue reading

Asian market holds twice the potential of US in 2024

From

The Asian market holds significant potential for long term investors and is set to outperform the United States once the Federal Reserve pauses and starts cutting rates, according to abrdn... Read more continue reading

The return of ‘polycrisis’ risk

From

If the US economy avoids a hard landing, equities should continue to outperform bonds. We are not in a recession. The soft landing scenario is very much priced in and... Read more continue reading

Heading into 2024 private credit offers steady cash income with equities still vulnerable

From

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

From

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?

From

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

From

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