Funds Management /
by Finance News Network -
A year ago
27Aug 2022 - New York’s Plaza Hotel, in financial circles, is best known for when the finance ministers of France, Japan, the UK, the US and West Germany gathered in 1985 to suspen…
Funds Management /
by Finance News Network -
A year ago
25 Aug 2022 - Another central bank phrase keeping markets on its toes, the neutral rate. The neutral rate is an estimate of what central bankers and economists think is the real in…
Funds Management /
by Finance News Network -
A year ago
25 Aug 2022 - Usage of digital twin technologies has now expanded well beyond manufacturing-use cases, to the world of artificial intelligence, data analytics, and IoT (Internet of…
Funds Management /
by Finance News Network -
A year ago
25 Aug 2022 - In this August update on the Schroder Real Return Fund, Simon Doyle talks about navigating the changing investment landscape and market volatility that has characteri…
Funds Management /
by Finance News Network -
A year ago
24 Aug 2022 - T. Rowe Price Equity Specialist Sam Ruiz gives his thoughts on the markets at the moment, as investors remain focused on rate impacts and potential recessions around …
Funds Management /
by Finance News Network -
A year ago
23 Aug 2022 - The enduring alpha opportunity investing in small caps has been widely identified. However, with investors’ increasing focus on ESG risks and opportunities, concerns …
Funds Management /
by Finance News Network -
A year ago
23 Aug 2022 - What a difference two months make. Back in June we were drawing grim parallels with 1970. That’s how far back you had to go to find a start to the year as bad as the …
Funds Management /
by Finance News Network -
A year ago
22 Aug 2022 - Aquaculture companies underperformed on the ASX compared to the consumer staples index (-10%), until Cooke Aquaculture proposed a bid to TGR. They have now overperfor…
Funds Management /
by Finance News Network -
A year ago
19 Aug 2022 - Gold fell below an important technical level of US$1,800 per ounce in the first week of July, succumbing to relentless strength of the US dollar as global recession f…
Funds Management /
by Finance News Network -
A year ago
19 Aug 2022 - Better late than never, the world is waking up to the increasingly urgent threat to biodiversity and natural capital. We believe investors have a crucial role to play…
Funds Management /
by Finance News Network -
A year ago
18 Aug 2022 - Global equities have absorbed fierce body blows from accelerating inflation and rising interest rates this year and now face a third opponent as a higher cost of capi…
Funds Management /
by Finance News Network -
A year ago
18 Aug 2022 - When we look at investing in disruption, we seek to find themes that have the potential to be substantial and grow at a geometric pace. Food has not, until now, stood…
Funds Management /
by Finance News Network -
A year ago
17 Aug 2022 - Deepening recession concerns have caused stocks to sell off precipitously in 2022, and major indexes recently reached bear market territory—meaning that they had fall…
Funds Management /
by Finance News Network -
A year ago
17 Aug 2022 - Financial markets and the real economy march to a different beat. The UK stock market fell rapidly between January and June this year as inflation and rising interest…
Funds Management /
by Finance News Network -
A year ago
16 Aug 2022 - We expect a solid earnings season for the AREIT sector, driven by a strong recovery in retail which has been impacted by COVID; high earnings growth from the fund man…
Funds Management /
by Finance News Network -
A year ago
16 Aug 2022 - Fidelity has produced a series reviewing the "super" sectors of the Australian ASX300 excluding the ASX50 stocks. In part one, James Abela and Monique Rooney, Lead an…
Funds Management /
by Finance News Network -
A year ago
16 Aug 2022 - Beyond Meat (NASDAQ:BYND) are one of the world’s largest plant-based meat companies selling meat patties to chicken nuggets. Wide Open Ag (ASX:WOA) have a lupin proce…
Funds Management /
by Finance News Network -
A year ago
15 Aug 2022 - Sustainability, once a fringe consideration, has become core for many investors. Impacts on the planet – such as climate change and biodiversity loss – and on people …
Funds Management /
by Finance News Network -
A year ago
12 Aug 2022 - With population growth showing no signs of abating, the race is on to meet the demand for food without adding to the already significant emissions footprint of the gl…
Funds Management /
by Finance News Network -
A year ago
12 Aug 2022 - Historic levels of inflation and aggressive rate hikes by central banks are shrinking investor confidence in a soft economic landing. As inflation continues to run ho…
Funds Management /
by Finance News Network -
A year ago
12 Aug 2022 - The sustainability revolution is underway. Investors are increasingly factoring in the material risks associated with ESG factors, and thousands of corporates have co…
Funds Management /
by Finance News Network -
A year ago
12 Aug 2022 - July bucked the trend of the year. To use the parlance of The Hangover, when asked “Are you ready to let the dogs out?”, the market answered aggressively in the affir…
Funds Management /
by Finance News Network -
A year ago
10 Aug 2022 - Magellan's Gerald Stack explains why he believes now is a good time to invest in global infrastructure stocks and dissects the link between these assets and interest …
Funds Management /
by Finance News Network -
A year ago
10 Aug 2022 - Airlie Funds Management Equity Analyst Joe Wright provides a backdrop on Seven Group, a diversified investment business operating mining and industrials companies inc…