Morningstar analysis questions home bias

Morningstar analysis questions home bias

With Australian equities currently trading 8% above fair value, Morningstar is asking whether investors should look harder offshore.
Long-term insto investors start 2025 solidly overweight equities

Long-term insto investors start 2025 solidly overweight equities

Reflecting the current mood of the market, long-term institutional investors have started 2025 solidly overweight equities.
“Winners will coexist with losers”: The state of EM amid Trump 2.0

“Winners will coexist with losers”: The state of EM amid Trump 2.0

Emerging markets will face "far from uniform" impacts of new tariffs and trade policies, as global markets continue to brace for Trump 2.0.
High Net Worth being written on grid paper with blue marker

Survey reveals top millionaire mistakes with investing

Yasmine Raso 20 January 2025 No Comments

A new survey of over 230 global HNW investors found there are several lessons yet to be learned when it comes to their investment decisions.

Flaming question mark on black background

What can investors fill the impending hybrid market “void” with?

Yasmine Raso 20 January 2025 No Comments

As higher-income investors begin to prepare for the phase-out of hybrids, new commentary has offered some alternative options to fill the “void”.

Liquidity Market

Will history repeat itself with capital markets and Trump 2.0?

Yasmine Raso 14 January 2025 No Comments

Investment data analysis has delivered clarity amid the chaos and has helped shape Janus Henderson’s optimism about capital markets in 2025.

Australia GDP Recovery

Australian GDP recovery on track despite ‘sticky’ inflation, high interest rates

Patrick Buncsi 13 January 2025 No Comments

Australia may look forward to a gradual recovery in GDP this year after a historically laggard 2024, new analysis reveals.

healthcare property

Stars align for attractive opportunities in healthcare property

Yasmine Raso 10 January 2025 No Comments

The Australian healthcare property sector is set to present attractive opportunities for institutional and wholesale investors in 2025.

Govt urged to act 'dismal' productivity

‘It’s crunch time’: Govt urged to act on ‘dismal’ productivity growth

Patrick Buncsi 10 January 2025 No Comments

Policymakers must act on Australia’s sclerotic productivity growth, with rates of productivity virtually unmoved from nearly a decade ago.

Bullish, but prepare for downside risks

We’re bullish, but brace for a ‘baker’s dozen’ of downside risks: 2025 market outlook

Patrick Buncsi 10 January 2025 No Comments

Equities investors can look forward to a largely bullish run in 2025. Yet, investors would be loath to ignore a raft of potential downside risks.


INDUSTRY NEWS

FSI_Video

Our watch list of winners for the next decade

Financial Newswire Contributor 1 December 2024

Industry News

No Comments

The composition of the ASX is changing – and keeping abreast of ‘new winners’ is key according to First Sentier Investors.

Fixed income markets: When the stars align

Financial Newswire Contributor 1 November 2024

Industry News

No Comments

Fixed income markets offer compelling investment opportunities alongside continued lower inflation and central banks entering the easing cycle. 

3 Lessons from 20 Years of investing in Australian Equities

Financial Newswire Contributor 1 November 2024

Industry News

No Comments

Successful investing in Australian equities requires finding high quality businesses and avoiding permanent capital loss. Here we show you how.

Reporting season podcast: temper your enthusiasm (slightly)

Financial Newswire Contributor 1 October 2024

Industry News

No Comments

Companies tempered growth promises heading into 2025. Explore encouraging economic indicators and stocks we think have earnings growth potential.


Filter

Emerging markets pen and map

“Winners will coexist with losers”: The state of EM amid Trump 2.0

Yasmine Raso | 10 January 2025Emerging markets will face "far from uniform" impacts of new tariffs and trade policies, as global markets continue to brace for Trump 2.0.
healthcare property

Stars align for attractive opportunities in healthcare property

Yasmine Raso | 10 January 2025The Australian healthcare property sector is set to present attractive opportunities for institutional and wholesale investors in 2025.
Govt urged to act 'dismal' productivity

‘It’s crunch time’: Govt urged to act on ‘dismal’ productivity growth

Patrick Buncsi | 10 January 2025Policymakers must act on Australia’s sclerotic productivity growth, with rates of productivity virtually unmoved from nearly a decade ago.
Bullish, but prepare for downside risks

We’re bullish, but brace for a ‘baker’s dozen’ of downside risks: 2025 market outlook

Patrick Buncsi | 10 January 2025Equities investors can look forward to a largely bullish run in 2025. Yet, investors would be loath to ignore a raft of potential downside risks.
CPI increase

CPI rate edges higher, with trimmed mean still above RBA target

Patrick Buncsi | 9 January 2025Australia's CPI indicator rose 2.3% in the 12 months to November 2024, up from 2.1% in the 12 months to October.
Housing affordability

Falling house prices could be “cushioned” by rate cut: Vado Private

Yasmine Raso | 9 January 2025As national house prices ended their miraculous run of growth and moved into negative territory, sights are set on the RBA's next interest rate play.
Lessons from 2024

A seismic economic shift, not a mere business cycle: Lessons from 2024

Patrick Buncsi | 9 January 2025The global economy is in the midst of seismic economic transformation – not merely a changing business cycle, according to BlackRock
Liquidity Market

US liquidity’s golden run won’t end in 2025: Analyst

Patrick Buncsi | 9 January 2025A leading liquidity analyst, against industry consensus, predicts liquidity will continue its golden run through 2025.