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…
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…
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…
Signs of revenue recovery now clearer in AMP: Morningstar
[ad_1] Savings on variable costs, improvements in the performance of its advice business and a rise in underlying net profit after tax are among the pleasant surprises emerging in AMP’s latest results, supporting claims of a potential turnaround at the…
How do strategists distinguish geopolitical “noise” from reality?
[ad_1] The reaching impact of geopolitical tensions – ranging from economic sanctions, trade disruptions or armed conflicts – can be compared to a game of Whac-A-Mole, according to Liberium investment strategist Joachim Clement. For domestic investors, this means a constant…
Gold eyes ‘powerful’ cross-currents in August
[ad_1] Gold “staged a strong comeback” after June’s slide to hit a record high of $2,480 an ounce in mid-July, but that streak could be hampered by a number of “powerful cross-currents” playing out in August, according to the World…
‘Pretty grim’: Fund manager says active ETFs are struggling to gain ground
[ad_1] As exchange-traded funds (ETFs) gain momentum among Australian investors, VanEck Australia has outlined different perspectives for active and passive funds. Australia’s ETF market hit record highs at the end of June, surpassing $200 billion in assets under management, and…
Net inflows in July reinforce ETF AUM hot streak
[ad_1] AUM for the Australian exchange-traded fund (ETF) industry now stands at $215.6 billion – a new all-time high, new data from Betashares has revealed. According to Betashares’ latest Australian ETF review, the industry grew 5 percent in July, with…
The carousel in the stock market is unlikely to abate in the near future, says an economist
[ad_1] Global equity markets may not be out of the woods just yet, as a number of key considerations continue to loom in the near term, according to AMP’s chief economist, Shane Oliver. In a market note, he said the…