AUSTRALIAN EQUITIES
Financial planning
Acadian Asset Management senior vice-president Rick Barry says the market focus for the second half of 2003 will be on value stories that have potential to outperform in ...
Financial planning
AXA will offer both growth and value based funds into the retail market after kicking off a value style based Australian equity fund through Bernstein Investment Research...
Financial planning
Macquarie Funds Management will shift its investment style from Growth at a Reasonable Price (GARP) to style neutral in its Australian equities portfolios resulting in th...
Financial planning
The valuation gap between growth and value stocks has narrowed significantly both domestically and globally, research-house Assirt claims after completing its annual mana...
Financial planning
Former Sagitta Wealth Management head of Australian equities Andrew Brown has resolved his legal dispute with Westpac Banking Corporation with an undisclosed out of court...
Financial planning
Invesco Australia has been named the top six star manager by InvestorWeb Research iht the area of Australian equities (small companies) on the back of long term outperfor...
Financial planning
InvestorWeb Research has named Advance Funds Management its top rated six star manager for Australian equities....
Financial planning
With only five growth-oriented investment managers ending the financial year in positive territory the median likewise focused superannuation fund has returned -2 per cen...
People & Products
Wilson HTM Investment Group has appointed former Commonwealth Bank of Australia executive, Neil Schafer, as its new managing director, with incumbent group head Steven Wi...
Financial planning
The strengthening Australian dollar, up 4.5 per cent for May, is attracting investment in Australia and is working to the benefit of both the local equity and property ma...
Financial planning
The BT Financial Group has indicated it has shifted its investment strategy with a stronger focus on stock selection and valuation....
Financial planning
BT Funds Management will offer its nine Partner Funds to the retail market and allow investors to access investment managers previously only available through its wrap pl...
Financial planning
Underweighting international equities and overweighting property trusts has paid off for value manager Maple Brown Abbott (MBA) which has taken line honours in the multi-...
Financial planning
UBS Global Asset Management (GAM) has repeated its success in the Money Management/Assirt Fund Manager of the Year Award by taking out top honours with a second back to b...
Funds management
Boutique value manager, Investors Mutual Limited (IML), has scored the first ever Rising Star Award, which recognises new and emerging managers across the industry....
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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...