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Printed: 02 April 2025 2:41 PM

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NEWS

Global Economic Outlook: a perfect storm
26 Oct 2022 - abrdn
The global economy is facing multiple, mutually-reinforcing headwinds - a scenario which is likely to lead to a deeper global recession sooner than we'd previously forecast. We now expect the Fed's rapid policy tightening to tip...
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10k Words
25 Oct 2022 - Equitable Investors
We are in to the home stretch for CY2022, the December quarter, and can paint a fairly dire picture of how investment and capital markets have faired. Global M&A activity is down 33%, while equity capital raised is down 65% according to...
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Performance Report: Airlie Australian Share Fund
24 Oct 2022 - FundMonitors.com
The Airlie Australian Share Fund returned -5.76% in September, an outperformance of +0.41% compared with the ASX 200 Total Return Index which fell by -6.17%. The fund has outperformed the index since inception in June 2018, providing...
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Investment Perspectives: A closer look at US housing
24 Oct 2022 - Quay Global Investors
In this article, we look at the history of the global financial crisis (GFC), how it compares to the current environment, and the implications for US housing.
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Hedge Clippings |21 October 2022
21 Oct 2022 - FundMonitors.com
It wasn't so long ago that most Australians were somewhat embarrassed - whatever their political affiliations - by the turnover of residents of The Lodge. It was a tumultuous period, following 11 years of political stability under John...
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RBA shows some patience with a return to neutral territory
21 Oct 2022 - Pendal
The Reserve Bank of Australia (RBA) surprised the market when raising the cash rate by 25 basis points to 2.60%.
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Performance Report: Insync Global Capital Aware Fund
20 Oct 2022 - FundMonitors.com
The Insync Global Capital Aware Fund has a track record of 13 years and has returned +9.16% per annum since inception in October 2009.
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The Rate Debate: Are central banks at risk of blowing up markets?
20 Oct 2022 - Yarra Capital Management
The RBA hiked rates for the sixth consecutive month. With lead indicators showing signs of inflation coming off the boil and European banks starting to see stress, cracks are forming in the credit and equity markets. Have central banks...
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Performance Report: Collins St Value Fund
19 Oct 2022 - FundMonitors.com
The Collins St Value Fund has a track record of 6 years and 8 months and has outperformed the ASX 200 Total Return Index since inception in February 2016, providing investors with an annualised return of 13.63% compared with the index's...
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Around the world in 200 Meetings, Mary Manning: Sustainable Futures
19 Oct 2022 - Alphinity Investment Management
Mary Manning shares the details from her trip where she visited big tech and consumer companies in New York, Seattle and Toronto.
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April 2025
Schroders | Good Yield Hunting
3 Apr 2025 11:30 AM to 12:15 PM

 Good Yield Hunting | Why fixed income is back in the crosshairs

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