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04 November 2024 • By Oksana Patron • 1 min read

Defence sector set to gain from rising global military spend regardless of US election outcome

The defence sector is poised to benefit regardless of the outcome of this week’s US presidential election, as nations around the globe continue to ...

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Future Fund wary of high inflation impact amid $24bn portfolio uplift

The sovereign wealth fund remains cautious of ongoing inflationary pressures as it announces a strong return in its latest update. The Future Fund ...

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Fund manager sees Trump’s trade policies as potentially less extreme than campaign rhetoric

As markets assess the implications of a potential Trump election victory, trade policies remain a central concern, yet Brent Puff believes these ...

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‘Zombie’ company market cap cracks $3bn

The mining sector is the “most zombified” on the ASX, according to a new report, while there has been a 30 per cent overall growth in listed zombie ...

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Aussie RMBS and European banks stand out amid ‘expensive’ US fixed income

Fixed income investors can find more attractive opportunities in Australian and European credit markets as US fixed income appears expensive, ...

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Barings unveils 2 private credit funds targeting Australian investors

Global investment manager Barings has introduced two private credit funds specifically designed for Australian investors. The Barings Australian ...

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Strong fundamentals create ‘encouraging’ outlook for international equities

Despite risks in international equities, the outlook for global companies remains positive, with healthy corporate balance sheets, strong ...

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E&P Financial Group to delist from ASX after narrow shareholder approval

Dixon Advisory parent company E&P Financial Group has confirmed it will be delisting from the ASX after shareholders narrowly voted in favour of ...

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Value stocks rise as tech momentum leaders face new challenges

A shift away from tech stocks, particularly AI-driven ones, is underway as capital expenditure concerns push traditionally defensive sectors into ...

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Growing mega funds spark concerns over illiquid assets, warns analyst

Super funds’ exposure to illiquid assets will need to be closely monitored as mega funds continue to grow larger, an analyst has said

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