Zenith Investment Partners’ Steven Tang has identified which asset classes will provide opportunities for active stock selection as recession fears and share market volatility grow.
Natixis Investment Managers has revealed the biggest economic threats to Australian institutional investors next year, with 45 per cent describing recession as “inevitable” in 2024.
JPMAM has partnered with financial technology platform iCapital to give Australian wholesale investors access to its alternative investments suite, while also launching two active ETFs.
Conversions from unlisted to active ETFs have accounted for half of the monthly ETF growth in November, driving an AUM of nearly $170 billion and marking a departure from previous monthly declines.
Delayed gratification from companies which had produced strong results in October provided sharp share price rises for the Munro Global Growth Fund last month.
