Hamilton Lane’s Post

As we wrap up Financial Year 2024, investors in Australian equities face a landscape marked by earnings downgrades and economic uncertainties. Navigating these challenges requires a keen understanding of market dynamics and a proactive approach to portfolio management. Below we outline a few of the key issues that we are currently monitoring with our investors as we approach the next full year reporting season and remain cautious towards potential earnings downgrades.

Another solid quarter for the equity market Markets & Investing September 27, 2024 Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Strong returns across all fixed income sectors in Q3 Another solid quarter for the equity market Mixed commodity performance despite weaker USD Who says nothing happens over the summer? It’s not unusual for life to slowdown in the summer as we all strive to take a break from the daily grind of going into the office and enjoy time relaxing at the beach or the mountains with family and friends. https://ow.ly/XiTI50TzaMM

Are Equity Investors Facing A Period of Boredom? https://lnkd.in/ervW38Tr. For the latest insights into stock markets and sectors visit Savvy Investor. Can investors still find alpha among public equities within today’s fast-changing macroeconomic environment? The papers in this collection, from Canvas, Dow Jones Indices, Hussman Funds, and others, have been written to help answer this question. #equityinvestors #equities #equitymarkets #investing #research By... Research Affiliates, O'Shaughnessy Asset Management, S&P Dow Jones Indices, KPMG, Wellington Management, Blockworks macro, Cato Institute & Hussman funds.

Staying in cash vs jumping in the market is a consistent topic with clients right now. For some its a fear of repeating past investment hiccups, for others its feeling they already missed out on the wins. Here are a few views on sitting in cash.

The U.S. equity markets have been on an upward trajectory, with the S&P 500 leading the way. Interested in learning more about our market outlook and strategies for the future? Click the link to read the full document. https://dadvdsn.co/4aXGrQY

The U.S. equity markets have been on an upward trajectory, with the S&P 500 leading the way. Interested in learning more about our market outlook and strategies for the future? Click the link to read the full document. https://dadvdsn.co/4aXGrQY

The U.S. equity markets have been on an upward trajectory, with the S&P 500 leading the way. Interested in learning more about our market outlook and strategies for the future? Click the link to read the full document. https://dadvdsn.co/4aXGrQY

The U.S. equity markets have been on an upward trajectory, with the S&P 500 leading the way. Interested in learning more about our market outlook and strategies for the future? Click the link to read the full document. https://dadvdsn.co/4aXGrQY

The U.S. equity markets have been on an upward trajectory, with the S&P 500 leading the way. Interested in learning more about our market outlook and strategies for the future? Click the link to read the full document. https://dadvdsn.co/4aXGrQY

The U.S. equity markets have been on an upward trajectory, with the S&P 500 leading the way. Interested in learning more about our market outlook and strategies for the future? Click the link to read the full document. https://dadvdsn.co/4aXGrQY