Citing signals of economic transition and diversified benefits, Amundi recommends a significant portfolio allocation to gold following its +30 per cent surge since 2023. Investor Strategy News
Australia’s biggest super funds disagree on what the new Your Future, Your Super performance test should look like, but they both think the consequences for failure should be just as weighty – and apply to everybody equally.
Opportune time for climate growth investing
Vikram Raju, Head of Climate Investing, Private Credit and Equity at Morgan Stanley Investment Management says “The current market environment presents a particularly attractive opportunity for investors with dry powder. With the pullback in IPO and SPAC processes, less debt available, and fewer growth equity funds being raised, the demand-supply of capital for growth-stage companies has flipped, resulting in improved pricing and terms for investors.”
