Slide 22 and 23 of PNI presentation quite interesting to better understand what's happening with institutional investors, both in Australia and overseas.
In particular :
- rebalance away from public equities (domestic and international equities),
- stronger interest for bonds,
- a lot of instos are already fully allocated in real estate,
- more interest in natural capital (ex. food and energy).
Australian net flows :
- largest inflows into private credit and global equities,
- largest outflows from Australian equities and global REIT.
International net flows into global equities, global EM and private credit.
Regarding global equities, the poor performances of Antipodes (negative alpha over 5 year) for 2 of its main funds (Antipodes Global fund and Antipodes Global fund-long, cf slide 12) is not helping to get much inflows for international equities.
- Forums
- ASX - By Stock
- PNI
- Ann: 1HFY23 Financial Highlights and Investor Presentation
Ann: 1HFY23 Financial Highlights and Investor Presentation, page-5
-
- There are more pages in this discussion • 5 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add PNI (ASX) to my watchlist
|
|||||
Last
$14.15 |
Change
-0.100(0.70%) |
Mkt cap ! $2.874B |
Open | High | Low | Value | Volume |
$13.71 | $14.15 | $13.67 | $4.884M | 348.7K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
1 | 1127 | $14.09 |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
$14.15 | 398 | 1 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 1127 | 14.090 |
1 | 10000 | 14.080 |
4 | 5749 | 14.070 |
2 | 2418 | 14.060 |
2 | 2209 | 14.040 |
Price($) | Vol. | No. |
---|---|---|
14.160 | 2571 | 4 |
14.170 | 1127 | 1 |
14.180 | 3448 | 3 |
14.190 | 1127 | 1 |
14.200 | 1127 | 1 |
Last trade - 16.10pm 27/06/2024 (20 minute delay) ? |
Featured News
PNI (ASX) Chart |