The $7.5 billion Magellan Global fund is exploring increasing its weighting to China as it believes its re-opening will lead ...
After China surprised markets with a sudden re-opening in late 2022, all eyes remain fixed on how this will play ...
While Australia has been in a generally sweet spot compared to global peers, this could be the year spending declines ...
As the Chinese economy begins to bounce back, experts argue its impact on the domestic and global economy could be ...
Although China’s strict ‘zero-COVID’ policy has dampened its economic growth, this investment firm argues that long-term investment in China “remains ...
In an inflationary and rising interest rate environment, the overall valuations of growth stocks have adjusted significantly over the past ...
Fidelity’s Andrew McCaffery offers a glimpse into the major issues that could move markets over the coming months and how ...
Investors should be tilting portfolios towards defensive asset cash and inflation-linked securities, says Pendal’s Michael Blayney.
The Pengana International Equities fund is taking steps to reduce its exposure to China as it is concerned about the ...
In financial markets, excitement drives headlines. Equity markets rise, fall, and recover — creating stories that capture attention. Yet sustainable...
Winner of Executive of the Year – Funds Management 2025After years at Goldman Sachs and Credit Suisse, Jonathan Belz founded...
Cryptocurrency liquidity has become a cornerstone of sophisticated wealth management strategies, with real-time settlement capabilities revolutionizing traditional investment approaches. The...
In this episode of Relative Return, host Laura Dew chats with Roy Keenan, co-head of fixed income at Yarra Capital...
