Latest news with #MorningstarInvestmentConference
AU Financial Review
22-05-2025
- Business
- AU Financial Review
Metrics' says higher disclosure could hurt private lenders
Australia's largest private credit manager has warned that regulators could disadvantage the industry if it forces them to adhere to higher disclosure standards than banks. Metrics Credit Partners managing partner Andrew Lockhart, told delegates at the Morningstar Investment Conference this week that sound governance trumped the need for more disclosure. His comments follow the launch of a review into private asset by the Australian Securities and Investments Commission in February.
AU Financial Review
21-05-2025
- Business
- AU Financial Review
Three ‘unpopular' ASX giants veteran fundies are backing
Veteran Australian equity investors are backing companies in the healthcare and energy sectors – names that may be out of favour with the market, but ones that the fund managers are adamant are still a good bet. Speaking on the second day of the Morningstar Investment Conference in Sydney, well-known stockpickers from Pendal, First Sentier, and Allan Gray shared their top tips and pointed to underperforming ASX giants that they said were poised for a turnaround.
AU Financial Review
20-05-2025
- Business
- AU Financial Review
Fundies tip five stocks to own in a trade war
Fund managers from Yarra Capital to GQG Partners say they have been busy buying up companies with resilient business models and those that were heavily sold off during an escalation in Donald Trump's trade war. Speaking at the Morningstar Investment Conference in Sydney on Tuesday, the stockpickers said the sharemarket had staged a remarkable recovery since the US president unveiled his sweeping 'liberation day' tariffs on April 2 that sent the S&P/ASX 200 Index into a correction. The benchmark gauge has since rebounded more than 12 per cent from its low on April 7.
