The recent failures of US banks, Silicon Valley Bank (SVB) and Signature Bank, have unnerved investors globally, writes ST Wong.
Higher interest rates have helped deliver a 10 per cent boost to the major banks’ collective earnings, but weakening economic ...
Magellan has begun positioning its $7.3 billion Global portfolio for a recession, which it believes is a likely scenario this ...
Investors are accused of being ‘theme junkies’ as they chase the latest mega-trend but which theme has seen the strongest ...
As ANZ announces a $1.5 billion on-market buyback, this was a “strong indicator” that bank dividends could continue to rise ...
The cyclical trade in equities may already be waning, according to AXA IM, in a rising equity market with energy ...
Seeking cyclical exposure, investors have moved to be most overweight to the banking sector for the first time since May ...
Following the lifting of the dividend restrictions by the Australian Prudential Regulation Authority, Money Management tallies which financials are paying ...
Investors can be hopeful of being able to rely on dividends again as first half 2021 results have been 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...
