Investors are flocking to risk stocks in the hope of an early Fed pivot following a better-than-expected US inflation report. While it is too early for a pivot, according to Atchison Consultants, the longer-term outlook for fixed income is positive.
New data from bfinance and Invesco sees Australian investors and sovereign funds reducing exposure to growth assets in favour of private markets
The British investment firm’s current cash weightings have hit historic levels after perceived risks in the global economy moved it to help preserve rather than accumulate capital.
Sage Capital remains positive on energy and travel but cautious on iron ore, while remaining focused on individual company earnings.
Alceon Group maintained its view that the sector will remain strong for the remainder of this year given its robustness and healthy deal pipeline.
Addressing the need to separate shareholder returns from real planetary impact, Robeco created its own framework that captures a company’s contribution to mitigating climate change.
Director Casey Taylor says money will be invested into eight impact investment projects, with $150 million going towards Victorian social housing.
Clanz COO Stuart Burnicle believes Australia will see wider crypto adoption, despite running well behind many other countries in crypto-asset regulation.
Senior secured loans act as an important inflationary hedge in times of rising inflation according to the firm’s chief investment officer.
The investment app creator believes he has found a way to bridge the gap between advisers and the broader addressable advice market.