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10 February 2025 • By Jessica Penny • 1 min read

CBA warns market overestimates rate cut odds, dismisses 50-50 narrative

CBA forecasts an 80 per cent chance of a 25 basis point rate cut next week, citing softer inflation data, while acknowledging that future policy ...

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WAM Global seeks opportunities beyond Mag 7, outpaces MSCI World in Jan

Wilson Asset Management has revealed that its portfolio of undervalued growth companies has outperformed the MSCI World Index in 2025 so far

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GQG kicks off 2025 with FUM surge

The firm’s funds under management (FUM) saw a modest increase in the first month of the year despite a reversal in gains reported in December

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Global trade tensions escalate as Trump targets steel and aluminium imports

President Donald Trump has jolted markets again after revealing plans to impose sweeping 25 per cent tariffs on steel and aluminium imports on all ...

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GDG to acquire Evidentia for $320m, merging it with Lonsec

Generation Development Group has announced its acquisition of 100 per cent of Evidentia Group Holdings for $320 million, marking a significant ...

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Treasurer eyes AI and private sector to boost Australia’s productivity

Treasurer Jim Chalmers has warned that Australia’s economy is “not productive enough”, despite inflation falling to a three-year low and more than 1

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Hamilton Lane closes venture vehicle $115m above target

The private markets investment management firm has closed its inaugural globally distributed venture vehicle. Hamilton Lane has announced the final ...

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Aussie business revenues take a hit as uncertainty boils over

Business investment in Australia has deteriorated over the past year, but a research firm notes that longer-term investment opportunities in ...

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New managed fund capital grows fivefold in 2024

With a surge in new capital expected to flow into local managed funds this year, recent data shows that the strong performance of ESG-related funds is ...

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Select infrastructure investments remain resilient amid market noise

Despite ongoing market uncertainty in the US and globally, certain segments of the infrastructure sector continue to present compelling opportunities

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