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24 June 2024 • By Rhea Nath • 1 min read

Increasing global capex bolsters argument for EM outperformance

An investment executive has pinpointed how increasing capital expenditure, which has been on the rise since the pandemic, could prove to be another ...

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The reinvented 60/40 strategy adds alternatives in the mix

About 40 per cent of a model portfolio is now allocated to alternatives including hedge funds and private market funds like private credit, private ...

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What will be the ‘lifeblood’ of future investment success?

An investment manager has pinpointed enduring trends poised to impact the broader investing landscape in the coming years. To capitalise on ...

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Infrastructure grows prominent in industry fund portfolios

New figures from the prudential regulator unpack where various super funds are deploying their capital. The Australian Prudential Regulation ...

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Investment specialist flags ‘attractive structural alpha’ in private markets

Regulatory impediments impacting banks, particularly post-GFC, have set the stage for asset managers to capture yield premium in private market ...

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Morningstar warns GYG’s current price ‘leaves little room for missteps’

Analysts and investors have differing opinions on the prospects of the Mexican restaurant chain’s public listing, with Morningstar maintaining that ...

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Experts question impact of AI on productivity amid global growth concerns

Despite significant investments in AI, driven by expectations of substantial improvements in economic productivity, market experts remain uncertain ...

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To HODL or not to HODL: Bitcoin ETFs poised to redefine crypto investment philosophies

A market expert says that a core approach for many dedicated bitcoin investors may soon be overshadowed by “opportunists” attracted to the asset in an ...

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Instos grapple with ‘why bother’ attitude to emerging markets

In the debate around promising future prospects versus recent trends of underperformance, managers say they face a unique situation in navigating ...

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Institutional investors showing significant interest in FMIA, says Jones

Speaking to InvestorDaily, Assistant Treasurer Stephen Jones said interest shown to date by institutional investors in the government’s cornerstone ...

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