Sydney-based fund manager Regal Partners Ltd. is on track to hit A$2 billion ($1.4 billion) in net inflows this year, as conflict in the Middle East spurs demand for investment strategies offering a hedge against inflation. The firm has seen net inflows of around A$200 million through April, bolstering the A$449 million the fund manager reported for the first three months of the year, Chief Execut...
Sydney-based fund manager Regal Partners Ltd. is on track to hit A$2 billion ($1.4 billion) in net inflows this year, as conflict in the Middle East spurs demand for investment strategies offering a hedge against inflation. The firm has seen net inflows of around A$200 million through April, bolstering the A$449 million the fund manager reported for the first three months of the year, Chief Executive Officer Brendan O’Connor said at the Macquarie Australia Conference in Sydney on Wednesday. The flows mark the best start to a calendar year since the company became a listed entity almost four years ago, he said. The April inflows bring Regal’s total assets under management to around A$21 billion, according to data presented by O’Connor. We “would be disappointed if we didn’t achieve over A$2 billion of flows this year based upon that strong demand,” he said. The inflows have been partly spurred by “the geopolitical events occurring around the world,” as investors look to bolster portfolios against the threat of rising prices, he said. The CEO pointed to demand from institutional clients in North America, the Middle East and Europe. They are “thinking about ‘how do I protect my portfolio against rapid inflation that’s going on and rising interest rates?’” he said. Regal secured its first mandate from an investor in the Middle East this year and has a pipeline of other clients it is pursing in the region, amid a global push that includes expanding its distribution team to New York, O’Connor said. Institutional investors are a key target for inflows given they’re typically overexposed to US assets and are looking for uncorrelated, diversified strategies in particular that hopefully offer inflation protection, he said. The upbeat outlook runs counter to declines in Regal’s share price this year. The stock has lost about a quarter of its value in 2026, reflecting the difficulties facing fund managers navigating heightened volatility and the threat of inflation. Westpac Pro...
Advanced Micro Devices (NASDAQ:AMD) reported first-quarter fiscal 2026 results that management said marked an inflection in growth, driven by accelerating demand for AI infrastructure products across the company’s portfolio. Chair and CEO Lisa Su said revenue rose 38% year-over-year to $10.3 billion
Advanced Micro Devices (NASDAQ:AMD) reported first-quarter fiscal 2026 results that management said marked an inflection in growth, driven by accelerating demand for AI infrastructure products across the company’s portfolio. Chair and CEO Lisa Su said revenue rose 38% year-over-year to $10.3 billion
Earnings Call Insights: MasterBrand (MBC) Q1 2026 Management View "Our first quarter results reflect the disciplined execution of our near-term priorities against a challenging backdrop" as "persistent demand softness and ongoing macroeconomic uncertainty" continued, with results "in line with our expectations," according to CEO R. Banyard.
Earnings Call Insights: MasterBrand (MBC) Q1 2026 Management View "Our first quarter results reflect the disciplined execution of our near-term priorities against a challenging backdrop" as "persistent demand softness and ongoing macroeconomic uncertainty" continued, with results "in line with our expectations," according to CEO R. Banyard.
Rhythm Pharmaceuticals (NASDAQ: RYTM) was a healthcare company perfectly in tune with investor goals on Tuesday. Shares of the commercial-stage biotech soared to close almost 8% higher in value, thanks to a very well-received quarterly earnings report. Rhythm, which rose to prominence thanks to its highly specialized weight-loss drug Imcivree, reported its first-quarter results that morning. Thank...
Rhythm Pharmaceuticals (NASDAQ: RYTM) was a healthcare company perfectly in tune with investor goals on Tuesday. Shares of the commercial-stage biotech soared to close almost 8% higher in value, thanks to a very well-received quarterly earnings report. Rhythm, which rose to prominence thanks to its highly specialized weight-loss drug Imcivree, reported its first-quarter results that morning. Thanks to Imcivree, its only Food and Drug Administration (FDA)-approved product, its revenue nearly doubled year over year. It came in at $60.1 million, compared with $32.7 million in the first quarter of 2025. The consensus analyst estimate was $57 million. Image source: Getty Images. Continue reading
RiverNorthPhotography GameStop ( GME ) gave an interview to the TBPN technology show on Tuesday in which he was much more expansive on his plan to turn around eBay ( EBAY ) than he was during an appearance on CNBC on Monday. He explained that
RiverNorthPhotography GameStop ( GME ) gave an interview to the TBPN technology show on Tuesday in which he was much more expansive on his plan to turn around eBay ( EBAY ) than he was during an appearance on CNBC on Monday. He explained that
US Intelligence Only Sees Limited Additional Damage To Iran Nuclear Program Since Last June A widely circulating fresh report in Reuters has raised eyebrows and serious questions related to the effectiveness of the 38-day aerial campaign which saw US-Israel bombs unleashed in the many thousands (combined: some 20,000+ munitions expended ) on the Islamic Republic. "US intelligence assessments indic...
US Intelligence Only Sees Limited Additional Damage To Iran Nuclear Program Since Last June A widely circulating fresh report in Reuters has raised eyebrows and serious questions related to the effectiveness of the 38-day aerial campaign which saw US-Israel bombs unleashed in the many thousands (combined: some 20,000+ munitions expended ) on the Islamic Republic. "US intelligence assessments indicate that the time Iran would need to build a nuclear weapon has not changed since last summer , when analysts estimated that a US-Israeli attack had pushed back the timeline to up to a year , according to three sources familiar with the matter," the report lays out. "The assessments of Tehran's nuclear program remain broadly unchanged even after two months of a war that US President Donald Trump launched in part to stop the Islamic Republic from developing a nuclear bomb ," it continues. via Fox The Israelis are believed to have done most of the direct targeting of Iranian nuclear facilities in the late February through April air campaign. This after already since last June, the White House insisted Iran's nuclear program was 'obliterated' . Again, one wonders what nearly 40 days of record-levels of bombardment of Iranian cities and military sites actually accomplished in terms of degrading Iran's nuclear enrichment capability - which has emerged as the primary US goal (stalled negotiations have centered on the demand that Tehran given up its nuclear material). It seems the needle may have hardly moved in terms of degrading Iranian nuke sites since last June? The Reuters report gives the following additional conclusion: "The unchanged timeline suggests that significantly impeding Tehran’s nuclear program may require destroying or removing Iran’s remaining stockpile of highly enriched uranium , or HEU." And that of course brings the situation back to the square one dilemma of whether to launch ground operations to recover what Trump calls the 'nuclear dust' - which further r...