CIO roundtable: Is the market too optimistic?

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FOMO, YOLO, HODL—whatever you call it, it appears the momentum factor took hold in the first quarter. The best-performing groups of stocks so far this year were related to bitcoin,

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Corporate earnings are crucial to 2024 stock market returns

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Stocks went on a months-long rally to unprecedented highs in early 2024. Contributors included hope for Federal Reserve (Fed) rate cuts, rising expectations for an economic soft landing, and investor optimism

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Impact investing appeal declines but greenwashing not a concern

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Nearly three-quarters (71 per cent) of Australian investors are willing to sacrifice between 1-10 per cent in returns in order to create a positive impact, according to the seventh global impact

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Fed sticks to rate cut outlook despite stubborn inflation

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Key takeaways With inflation still climbing at an above-target rate, the Fed left its benchmark interest rate unchanged at the fifth straight monetary policy meeting. Consumers are feeling the effects

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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

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COP28 set to highlight lack of progress on Paris Agreement

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A stocktake of the goals set out under the Paris Agreement show the world is not on track to reach the objectives of the international treaty, according to American Century

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US Fed tightening campaign ‘likely over’

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“The Fed’s inflation and labour market concerns are overstated, and additional rate hikes won’t be necessary. Continued progress in controlling inflation prompted the Fed to once again hold interest rates

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American Century Investments launches new strategy with best-in-progress focus

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American Century Investments, a $200 billion[1] global asset manager, expands its investment lineup with the launch of a new strategy for its clients around the world: American Century Global Sustainable Value

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Inflation pause but challenges persist for global equities

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While the risk of inflation rising further has materially abated, high levels of inflation and interest rates, coupled with slowing demand, will continue to present challenging conditions for global equities,

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Impact investing divides on gender lines

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Australian men are more interested in impact investing than Australian women, with 69 per cent of men finding it appealing in 2022, compared to 57 per cent of women, according

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