AUSTRALIAN EQUITIES
Funds management
In its annual investment briefing released earlier this week, Schroders head of fixed income and multi-asset, Simon Doyle, cautioned that the current equity bull market i...
Funds management
T. Rowe Price’s Australia Equity Strategy has been added to Colonial First State’s FirstChoice investment menu....
Awards
A sensible and steady approach has seen the OC Dynamic Equity Fund take out the highly contested Australian Small Cap Equities award for 2018....
News
Australia’s biggest investment bank has delivered a $2.5 billion full-year profit on the back of solid performances from its asset management and banking services units....
People & Products
Eight Investment Partners has opened its first Australian equities impact investing fund to retail investors....
Funds management
Market neutral equity funds recovered strongly in 2017 while Zenith has announced a new market benchmark for better performance comparison....
Funds management
The unlisted property funds were Australia’s best performing asset class in 2017, according to Zenith, MSCI and the Property Funds Association....
Funds management
Data from FE Analytics has revealed that hype around the US Equity sector’s performance over the last year is largely well-founded, with the sector continuing the outperf...
Funds management
Australian boutique manager, Lennox Capital Partners has launched an Australian microcap fund....
Knowledge Centre
While there will be stock and macro risks to navigate through in 2018, Scott Berg still sees plenty of stock opportunities....
Superannuation
New data has pointed to fewer Australian superannuation fund members selecting a typical balanced fund option, giving rise to the likelihood of more disparate outcomes du...
Funds management
The number of new micro-cap strategies that were launched in 2017 was a ‘surprising theme’, according to Morningstar’s report....
Funds management
Hedge funds have outperformed equities or bonds over both the short and long term, according to the joint research by AIMA and Preqin....
Funds management
Some sectors have proven to be very suited to young funds, with data from FE Analytics revealing which ones saw the best performances from new launches relative to the re...
Funds management
Magellan Financial Group has acquired John Sevior’s Airlie Funds Management and Frontier Partners Group in North America....
Never miss the latest news and developments in wealth management industry
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...