AIRLINES
Funds management
Acknowledging the national carrier “read the room wrong” in the past, Pendal’s equities head Crispin Murray believes Qantas is a very strong franchise being undervalued b...
Funds management
Travel stocks may have rallied from the announcement of the vaccine but Schroders “struggle to understand” how they can be trading at pre-pandemic levels given the contin...
Funds management
Even in a steady state, airlines will not grow any faster than pre-pandemic levels, according to Lumenary’s Lawrence Lam....
Funds management
The Platinum International fund has begun “carefully” increasing its exposure to the beaten-up travel sector....
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...