MULTI-ASSET

Funds management

T. Rowe Price remains neutral on Australia in its multi-asset portfolios as it believes there are still risks to its earnings outlook and further rate increases from the ...

People & Products

Schroders Australia has appointed a new chief executive at the firm and a new portfolio manager for its multi-asset funds....

Funds management

The $2.8 billion flagship Schroder Real Return fund is holding its lowest weighting to equities since inception in 2008, as its managers are opting to hold cash for unexp...

People & Products

Adam Kibble, an investment director for multi-asset and fixed income, has been appointed to the role of fund manager at Schroders....

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Funds management

Schroders has begun increasing the equity weighting in its multi-asset portfolios after falling as low as 17.5% as it believes the risks are now more finely-balanced....

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Expert Analysis

In the life of the modern money manager, achieving balance seems to be an almost never-ending journey, writes Jonathan Armitage....

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Funds management

Investors should be tilting portfolios towards defensive asset cash and inflation-linked securities, says Pendal’s Michael Blayney....

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Financial planning

AMP has completed the transfer of its multi-asset group into Australian wealth management to create AMP Investments....

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Funds management

Positive economic signals mean State Street Global Advisors is the “most optimistic” it has been in years but is worried the market is now more vulnerable to shocks....

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Funds management

T. Rowe Price has increased its weighting to Japan at the expense of Europe as it feels the global trade outlook is a key driver for Japan while Europe is struggling with...

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Funds management

Fiducian’s Ultra Growth fund has sat at or near the top of its peer group for the last 10 years thanks to careful manager selection in each of the key growth asset sector...

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Funds management

Just one fund in the mixed-asset growth space has seen positive returns since the start of 2020 as the sector average was a loss of 6%, according to data....

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Funds management

Janus Henderson has announced the launch of its new global multi-strategy fund which will invest in diversified alternative assets....

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Funds management

First Sentier Investors’ multi-asset team has completed its asset allocation review for April with a move to credit and bonds over equities....

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Expert Analysis

As we commence the 2020s, investors need to adjust to a lower yield landscape and understand which investments can help to deliver them positive returns, writes Yoram Lus...

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Time to Go

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AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

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A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

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The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

10 months 1 week ago