Oksana Patron

The number of Australia-headquartered active fintech businesses has dropped 7 per cent year-on-year, driven by sector consolidation, mergers, and challenging macro-economic conditions.

Compared to mid- and large-cap private equity markets, the lower mid-market offers a significantly larger opportunity set with substantial under-penetration by investment managers, according to Fortitude Investments Partners.

There are reasons to believe that companies aligned to AI’s adoption could deliver earnings growth significantly above consensus expectations, making their current valuations “highly attractive”, according to a global investment manager.

The corporate regulator has identified key focus areas for end-of-year financial reports, historically showing the highest rates of non-compliance.

With an anticipated second bout of inflation following the re-election of Donald Trump, infrastructure assets – due to their “pass-through mechanism” – are likely to attract investor attention in 2025, according to a fund manager.

Private credit and infrastructure, which currently account for 20 per cent of private markets, are projected to grow their share to 30 per cent by 2030, fuelled by a number of trends, according to a fund manager.

Zenith Investment Partners has announced the appointment of Jim Wang and Doug Hope to its business development team.

While valuations are expected to remain supportive for Chinese equities in 2025, the second largest economy needs to address its root issues such as excessive debt and inefficient investments, according to a fund manager.

With interest rates nearing their peak across most developed bond markets and the diminished possibility of a US recession, the US is anticipated to set global tone in the fixed income markets in 2025, according to a fund manager.

With improved earnings outlook for 2025, an Australian fund manager remains more invested in growth and cyclical names and less focused on defensive names.