Australia’s economy is staring down the road: Deloitte
[ad_1] In your latest Business Outlook ReportDeloitte Access Economics partner and lead author of the report Stephen Smith emphasized that key dates are approaching. Inflation data for the June quarter is expected in late July, and economic growth for the…
The IPO market isn’t hot yet, but optimism is building for 2025
[ad_1] With expectations growing that IPO activity will pick up in 2025, professionals say Australia is an attractive listing destination that “punches above its weight”. Speaking at a media event in Sydney last week, ASX chief executive Helen Lofthouse expressed…
Markets are underestimating Perpetual’s upside, Morningstar says
[ad_1] Although Perpetual’s flows are “worse than expected” for fiscal 2024, Morningstar analyst Sean Lehr believes there are factors that still appear to be working in the asset manager’s favor. In an ASX filing last week, Perpetual reported its biggest…
Investors are betting on winners in renewable energy despite near-term headwinds
[ad_1] Renewable energy funds continued their weak performance in 2024, making them the worst performers of the past year, according to the latest data from Global X. Although inverse ETFs also managed to rank, Betashares Solar ETF (TANN), Global X…
Which was the best performing Australian fund in FY23–24?
[ad_1] Glenmore Asset Management’s Australian equity fund came out on top with the highest return in the 2023-24 financial year, according to Mercer’s latest investment survey. The fund returned 31% before fees in the 12 months to June 2024, beating…
Macro “almost random” on the market picture so far
[ad_1] After the 2022 bear market helped to “clean up” the financial system, investment executives maintained an upbeat outlook for equity markets, which they said could be supported by a changing macro environment. According to Munro Partners’ chief investment officer,…
Current M&A landscape may be ‘favorable’ for strategic deals: Pitcher Partners
[ad_1] Total deal volumes in the first half of the year were down 9% from 1H23, totaling 416 transactions, according to new data from Pitcher Partners. However, deal values rose slightly by 1% to $52.9 billion. But Australia’s mid-market –…
RBA rate hike looks ‘unwarranted’ as CPI print surprises on the downside
[ad_1] Market experts largely agree that the Reserve Bank of Australia (RBA) is unlikely to consider raising interest rates at its next meeting after the latest price indicator showed inflation, though sticky, appears to be improving. The Consumer Price Index…
Politics is a “springboard” for volatility, but not the biggest factor, strategists say
[ad_1] In a recent survey of global market strategists, Natixis investment managers found that 47 percent of respondents thought geopolitical conflict was just as likely as consumer spending to be what ends the current market rally, making them the top…
How are fixed income investors thinking during the US election?
[ad_1] Following the withdrawal of US President Joe Biden from the 2024 presidential election. on July 21, pundits continue to assess the impact of a presidency led by either Republican nominee Donald Trump or presumptive Democratic nominee Kamala Harris. In…