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19 February 2024 • By Laura Dew • 1 min read

T. Rowe Price alerts to potential Australian earnings disappointment

The short-term outlook for Australian earnings is “at risk of disappointing”, according to T. Rowe Price, as it retains its underweight in the ...

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Westpac’s profit drops, expects rate cuts within a year

Westpac has predicted that monetary policy easing will occur in the next year. Westpac posted an unaudited net profit of $1.5 ...

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ASX reports profit surge, ‘targeted restructure’ to recoup funds

The market operator has published its half-year results. ASX posted a 212.8 per cent surge in statutory net profit after tax (NPAT) for the first ...

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Shaking hands with ex-employees: The case for active management

A fund manager attributes the outperformance of its small cap portfolio to the management team’s proactive approach of consistently engaging with the ...

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Global listed infrastructure’s pivotal opportunity in 2024

Two portfolio managers have explained why the macroeconomic environment, including potential interest rate cuts, have set the stage for the asset ...

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Could Japan and UK recessions affect Australia?

Given much furore around the Asian giant at the start of the year, a surprising technical recession has left market watchers concerned. Japan and ...

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Magellan’s CEO transition seen as positive after George’s challenging tenure

Magellan’s executive leadership restructure has not impacted its ratings. On Thursday, it was revealed that Magellan nabbed Maple-Brown Abbott’s ...

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GQG notches 37% FUM growth for CY2023

In its full year results, the fund manager has highlighted “solid business momentum” across its various geographies and channels. GQG Partners has ...

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The profitable strategy behind focusing on overlooked stocks

Much like Warren Buffett, Merlon Capital Partners’ Andrew Fraser has a preference for companies that are typically unpopular but have a good history ...

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Recession risks lurk beneath the surface

AMP’s chief economist has cautioned that, while economic growth has held up far better than expected, Australia is not out of the woods yet

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