North American graphite producers seek 920% tariffs on Chinese imports to combat unfair practices
[ad_1] North American graphite producers have formally asked the US government to impose tariffs as high as 920% on Chinese suppliers of critical battery materials, citing unfair trade practices by the Chinese government. The bold move, led by the American…
Improving financial cyber resilience: ASIC
[ad_1] In 2017 ASIC examined the cyber resilience of firms operating in Australia’s financial markets, with participants providing responses to the National Institute of Standards in Technology (NIST) Cyber Security Framework. While cybersecurity risk awareness and management improved, there was…
Offshore capital boosts GQG FUM’s hot streak
[ad_1] In an ASX update on Wednesday and ahead of its half-year results later this month, the fund manager said FUM as at July 31, 2024 was $US156.3 billion ($238.7 billion), up from $155.6 billion USD at the end of…
Why this foundation is doubling national health care
[ad_1] Healthcare modernization, especially on home soil, is a long-term theme that has the potential to provide alpha, portfolio diversification and risk reduction, according to Jolon Knight, investment specialist at Hyperion Asset Management. Speaking at the 2024 Pinnacle Investment Summit…
Whole portfolio approach offers long-term ‘performance advantage’, study finds
[ad_1] Taking a total portfolio approach (TPA) can add 50 to 150 basis points of return annually over a strategic asset allocation (SAA) approach, according to new research from the Thinking Ahead Institute in partnership with the Future Fund. In…
I want to take advantage of the changing advice landscape
[ad_1] In a research note, Morningstar analyst Garrett James noted that Iress is a scalable business with light capital and a high share of recurring revenue. “We expect the company to benefit from the implications of the royal commission as…
AMP reports profit growth, gains ‘positive momentum’
[ad_1] AMP reported a 5.4% rise in underlying net profit after tax (NPAT) of $118 million for the half year ended June 30, up from $112 million in 1H23. Statutory NPAT fell from $261 million in the corresponding prior period…
Australia’s cyber leap
[ad_1] The report – Australia’s Cyber Security Sector Competitiveness Blueprint – shows that while Australia’s cyber security sector is still developing, the sector looks set to capture a significant share of the growing global cyber security market. Australia has the…
The Economist notes a 50% chance of a recession in Australia
[ad_1] Recession fears are now “back with a vengeance”, particularly in the US, and the path ahead for the Australian economy is worth watching closely, according to AMP chief economist Shane Oliver. In his latest market note, Oliver noted that…
Founder-led investing is becoming attractive, although the “red flags” remain.
[ad_1] While founder-led businesses have a strong track record of outperforming, there’s more to this investment approach than simply picking a group of such companies and hoping for the best, according to Michael Bell, chief investment officer at Solaris Investment…