A third fund manager launches a defensive offer on the ASX
Betashares has unveiled its latest ETF offering, which provides access to leading global defense companies linked to NATO allies. The Betashares Global Defense ETF (ASX: ARMR) invests in a portfolio of up to 60 leading companies that derive more than…
US equity drives GQG’s September FUM growth
In an ASX update on Tuesday, GQG said funds under management (FUM) as at 30 September 2024. stood at USD 161.6 billion compared to USD 160.8 billion at the end of August. The firm also reported year-to-date net inflows of…
Fund managers shift focus to defensive ETFs as global tensions rise
As geopolitical tensions flare around the world, the financial industry is taking advantage of a surge in defense spending by launching a new wave of exchange-traded funds (ETFs) focused on companies involved in national security, military technology and defense infrastructure….
Active management struggles in the first half of 2024
As markets continue to favor the largest companies, the majority of actively managed funds are struggling to maintain their performance, according to the latest S&P Dow Jones Indices SPIVA global index map. Across 56 categories of equity and fixed-income funds…
Fundies have hope for China revival amid disappointing stimulus
While China’s latest stimulus package may not have lived up to investors’ expectations, fund managers have not completely ruled out a Chinese economic recovery, suggesting that stronger, more targeted stimulus support could eventually lead to a strong recovery. During a…
Trump’s victory could cause ‘huge losses’ for Australian gold mining companies
As anxiety surrounding the 2024 US presidential election and their impact on global stocks grows, a new quantitative analysis identifies stocks that could see significant movement if Trump wins. In a white paper published on Thursday, Sydney-based Plato Investment Management…
Australian companies look to private markets amid ASX contraction
Australia is experiencing a dramatic change in the investment landscape as public listings fell from 2,219 to just 2,124, reflecting a global trend where the appeal of public markets is rapidly waning. According to the ASX Group’s latest activity report,…
Oil markets are at a crossroads as tensions rise in the Middle East
The escalating conflict in Lebanon has renewed fears of oil disruptions in the Middle East, but the extent of the impact on global markets and the potential for further escalation will largely depend on how Israel responds, according to AMP…
Continued defense spending boosts the value of stocks
Global investors are increasingly turning to defense technology exchange-traded funds (ETFs), spurred by rising geopolitical tensions, technological innovation in military operations and significant government spending on defense. Geopolitical uncertainty, particularly in the Indo-Pacific, is prompting governments to increase military budgets,…
Can active management add value?
The latest S&P Dow Jones Indices SPIVA Global Scorecard, published last week, revealed that as markets continue to favor the largest companies, the majority of actively managed funds are struggling to maintain their performance. Namely, across 56 categories of equity…