Market Commentary

InvestorDaily Google’s parent company Alphabet is in talks to acquire cloud security start-up Wiz. If finalised, the proposed US$23 billion buyout would not only be the largest in Alphabet’s history but also the second-largest in the cyber security sector, trailing only Cisco’s US$28 billion purchase of Splunk in 2022. The offer made by Alphabet is […]

InvestorDaily The healthcare sector has seen a number of tailwinds emerge in the last year that paint a favourable long-long term outlook, such as advancements in artificial intelligence (AI) and in GLP-1 agonists like Ozempic. Speaking on a recent episode of the Relative Return podcast, Pella Funds Management’s chief investment officer, Jordan Cvetanovski, outlined his […]

InvestorDaily As the AI revolution gathers steam, questions are being increasingly raised about where the electricity required to power data centres will be raised. According to Goldman Sachs, presently, data centres worldwide consume around 2 per cent of power, but this is projected to grow by 160 per cent by 2030. As such, global economies […]

InvestorDaily In 2021, the $285 billion fund released a position paper, titled A New Investment Order, where it identified 10 major paradigm shifts that will be important for building investment portfolios in the next decade. These included deglobalisation, technological disruption, climate change, a changed inflationary regime, and decline of sovereign bond duration in portfolio construction. Speaking […]

InvestorDaily New data from the trading and investment platform has found young Australian investors to be twice as likely as their older counterparts to have upped their allocations to the asset class in the last six months. On a quest for strong returns driven by a high interest rate environment, young investors have reportedly made […]

InvestorDaily New analysis has found a $12.5 billion superannuation fund beat out some of Australia’s mega funds to deliver the top-performing growth option over the 2023 calendar year. With a return of 11.8 per cent, Mine Super has delivered the top-performing growth option in the last calendar year, according to a Chant West analysis. This […]