AUSTRALIAN EQUITIES
Financial planning
Small cap initial public offers generated outstanding returns for investors in 2005, eclipsing the performance of their larger company counterparts on average by 15 per c...
Funds management
While 2004 was the year of the boutique, 2005 was, well, the year of the boutique....
People & Products
Melbourne-based research house Lonsec has placed the UBS Property Securities Fund on hold, following the exit of UBS property head John Snowden to Colonial First State....
Editorial
Asset allocation strategies in 2006 will be very similar to what strategists were doing last year, says AMP Capital Investors head of investment strategy Shane Oliver....
Financial planning
So you have a million dollars to invest. Let’s start by making some general assumptions; you own the property you live in, have no outstanding debts, you’re under 50-year...
Financial planning
Zurich Financial Services has joined the chorus of local fund managers urging Australian investors to look to offshore equity markets for out-performance in 2006....
Financial planning
Specialist trading firm Tricom Equities had struck a deal with Australia’s most talked about fund manager, MIR Investment Management, to provide it with model portfolios ...
Financial planning
Direct investment company Explorer Group has taken a strategic stake in boutique fund manager Above the Index Asset Management and gained the services of industry stalwar...
Financial planning
Australians can boast that they have a funds management industry renowned the world over for its innovation. But not very often does a successful local fund manager come ...
Financial planning
For the second time in a week investors have been told to hold off on investing in funds managed by Colonial First State, sparking expectations of radical changes to the ...
Financial planning
Research house van Eyk has dropped Macquarie’s style neutral Alpha Plus Fund as an underlying investment from its Blueprint Australian Shares Fund in favour of competitor...
Funds management
Domestic equities may have driven double digit superannuation returns over the past two years but investment managers are becoming increasingly concerned that they have b...
Funds management
Research house Standard & Poor’s has finally finished its assessment of the new faces in charge of building most of Colonial First State’s Australian Equities funds, and ...
Funds management
The Australian share market continues to be an impressive performer for investors, with the latest Intech research showing the S&P/ASX 200 Accumulation Index produced a t...
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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...