The growth in active ETF listings is failing to level the playing field for inflows
[ad_1] Local investors added $6.7 billion to ASX-listed exchange-traded funds (ETFs) in July, up from $2.5 billion in June, Vanguard data highlighted. However, of the roughly $17.55 billion in total ETF inflows seen in the first seven months of 2024,…
Gold options are rising as investors hedge against election and interest rate risks
[ad_1] Strong activity in gold options spreads likely reflects changing expectations for interest rate and election risks in the second half of 2024, according to the World Gold Council (WGC). In its latest monthly report, the World Gold Council noted…
Growth optimism continues to outweigh fundamentals amid market rally
[ad_1] There is a growing divergence between valuations and fundamentals, contributing to “crazy” ratios and a growing tendency towards momentum-driven investing, according to Schroders’ head of Australian equities Martin Conlon. Conlon noted that the intense focus on technology was particularly…
CIO calls for ban on personal trading by fund managers: ‘Undisputed conflict of interest’
[ad_1] In an open letter shared on its LinkedIn, Blackwattle Investment Partners urged the fund management industry to recognize the inherent risks, conflicts and distractions created by in-person trading. The letter, signed by managing director and chief investment officer (CIO)…
Are government bonds still effective diversifiers of capital risk?
[ad_1] The recovery of inflation as a significant issue in 2022. triggered heavy losses in both bond and equity markets, and although it has since fallen from its highs, Gopi Karunakaran believes inflation uncertainty remains high and could see mid-2022…
Private credit – ‘Wild West’ without regulation, says professional
[ad_1] Christopher Joy, chief investment officer at Coolabah Capital Investments, described Australia’s private credit landscape – valued at more than $188 billion – as the “Wild West” due to the lack of regulation and publicly available data. At a Pinnacle…
Is the correlation between gold and real yields eroding?
[ad_1] Gold, a traditional safe-haven asset, has long been known for its inverse relationship with US real interest rates. Typically, as real interest rates rise, the opportunity cost of holding non-yielding gold increases, leading to lower gold prices. However, recent…
Don’t fear risk amid market swings, says investment giant
[ad_1] Investors are urged to prepare for a new era of heightened volatility driven by a complex macroeconomic environment as well as transformative forces such as the energy transition and artificial intelligence. While these changes are expected to add to…
HNW investors are increasingly paying attention to private markets
[ad_1] A new report published by Praemium in association with Investment Trends reveals the number of high net worth individuals in Australia has grown to 690,000, marking an 8.7% increase on the previous year’s figure of 635,000. Together, these investors…
HAFF secures strong first round response with $9.2 billion commitment
[ad_1] Housing Australia has given the green light to an initial slate of 185 projects under the government’s Housing Australia Future Fund (HAFF) and National Housing Accord Facility (NHAF), with $9.2 billion committed to deliver more than 13,700 new social…