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Markets

05 April 2024 • By Jessica Penny • 1 min read

US interest rates and M&A activity in focus for FY25

Investment specialists have highlighted that key market themes going forward will include US interest rates and global takeover activity

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GQG reports positive FUM momentum and signals promising pipeline ahead

The fund manager has seen a continued uptick in funds under management for the quarter in what it described as a “solid start” to 2024

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Gold rallies to record highs on heels of Fed’s latest comments

Fed chair Powell’s hint that rate cuts are still coming this year, alongside safe haven demand from investors, has assisted gold’s impressive surge ...

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GSFM teams up with investment manager in new EM distribution strategy

The fund manager has partnered with Eastspring Investments to help deliver its new emerging markets offering. GSFM has partnered with Eastspring ...

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Infrastructure emerges as portfolio ‘cornerstone’: IFM

More than two decades since Australian super funds first ventured into infrastructure, an investment services firm owned by industry funds says that ...

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Mega managers face scrutiny over ‘influential’ holdings in banks

As a top US banking regulator brings attention to asset management giants and their bank holdings, the entrenched dominance of Australia’s big four ...

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Market shifts towards mega caps outside Magnificent Seven

Despite renewed optimism for small caps, a fund manager has suggested that mega caps outside the Magnificent Seven hold sustainable earnings quality

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Japan is ‘deserving’ of increased investor attention, says fund manager

Global peers are diverting attention away from the world’s fourth largest economy, according to an asset manager. China and US equity markets have ...

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Australia leads global decline in impact investing appeal

Interest in impact investing is on the decline amid economic and geopolitical concerns, according to new data. The appeal of impact investing has ...

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Microcap optimism spurs $75m capital raise from WAM

The WAM Microcap board has announced a share purchase plan and placement towards “compelling opportunities” in the asset class. Noting signs of ...

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