ACTIVE MANAGEMENT

Expert Analysis

As investment management firms seek to differentiate themselves to attract clients, Julian Morrison explores what steps firms can take to stop the flood of clients to pas...

Funds management

K2 Asset Management has undergone a significant restructuring process following a downturn in assets under management which it says will see the firm stay solvent for the...

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...

Funds management

2019 was a strong year for equities, but according to a T. Rowe Price portfolio manager that momentum won’t always last, so fundamentals and stock selection will be impor...

Tech

Although machine learning can have a practical application in the funds management world, it won’t be sufficient without a human support element....

Features

Anastasia Santoreneos asks whether, as responsible investing proves to be more than just a fad, investors should be opting to divest from troublesome companies or remain ...

Features

While the extended bull market saw a rise in investors’ interest in exchange-traded funds, Anastasia Santoreneos writes that perhaps 2019 will see the pendulum swing back...

Funds management

Australian broad cap equities prove a pretty strong case for active management, with only one exchange-traded fund sitting in the top quartile for the year to last month’...

Expert Analysis

Are active managers thinking hard enough about why businesses are successful? Damien McIntyre writes that investors need to focus more on this rather than merely concentr...

Funds management

Morningstar has announced a list of new promising investment strategies that are expected to catch investors’ attention....

Features

As the debate as to whether it’s better to be an active or passive investor continues to rage on, Nicholas Grove discovers that it’s perhaps time to rethink the question ...

Funds management

The later stages of a bull market might be more suited to active management rather than passive momentum investing, according to Activus Investment Advisors....

Funds management

The “comfort” that comes with growth, profitability and quality these days is very expensive to own in isolation, according to Antipodes Global Investment Partners....

Funds management

Robust portfolios should have both active and passive investment strategies, according to equities manager, Perennial Value Management. ...

Awards

Pinebridge’s skew to growth assets in 2017 helped it to deliver a strong performance relative to peers....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

2 months ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

3 months ago

BlackRock Australia plans to launch a Bitcoin ETF later this month, wrapping the firm’s US-listed version which is US$85 billion in size....

4 days 9 hours ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

2 weeks 4 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

2 weeks 2 days ago
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