Meet the Manager: Matthew Haupt of Wilson Asset Management

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In this latest Meet the Manager profile, Money Management speaks with Wilson Asset Management portfolio manager Matthew Haupt about Australian equities, the US presidential election, and the outlook for India.

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Zenith calls for ‘healthy’ AI stock allocations

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Zenith Investment Partners has highlighted the importance of a diversified investment approach to holding artificial intelligence stocks, rather than relying on a concentrated number of players.

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What causes an asset management M&A deal to fail?

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“Unacceptable circumstances”, a lack of shareholder support and Chinese regulatory delays are among reasons for problems with M&A deals in the fund management industry recently.

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Advisers outrank government as source of retirement support

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Australian consumers say they are more likely to seek retirement advice from a financial adviser or their super fund, the FSC reveals, demonstrating a distrust of government retirement support.

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Magellan puts US in its sights for growth

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Magellan has detailed its plan to revamp its business in the US, with executive chairman Andrew Formica saying he can see a “tremendous opportunity” for the firm.

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T. Rowe Price warns of earnings disappointment in Australia

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The short-term outlook for Australian earnings is “at risk of disappointing”, according to T. Rowe Price, as it retains its underweight in the space.

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Filtering out the noise in small-cap markets: Ausbil

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Speaking with the current and former employees of a potential stock is one way that Ausbil small-cap portfolio manager, Andrew Peros, tries to retain an edge in his investment strategy.

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AFCA accelerates work on Dixon complaints ahead of CSLR

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AFCA has doubled the team handling Dixon Advisory complaints, with the Compensation Scheme of Last Resort just six weeks away from implementation.

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Is Xplan a ‘necessary evil’ for financial advisers?

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Several advisers have expressed their frustrations with Iress’ Xplan software but feel smaller alternatives don’t have all the vital features yet, as the firm highlights its transformation strategy to improve.

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Has leadership appointment boosted Magellan’s rating?

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Describing the appointment of Sophia Rahmani as Magellan’s new managing director last week as an “encouraging step”, Morningstar has detailed whether it is enough to increase its ranking of the asset manager.

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