AUSTRALIAN EQUITIES
People & Products
Zurich Investment Management Limited has appointed Lazard Asset Management as manager of Zurich’s international equities thematic portfolio effectively maintaining links ...
Funds management
Although Portfolio Partners has moved from boutique to big, it has retained its small and nimble approach. John Wilkinson reports....
Financial planning
The BT Financial Group will consolidate its product range under one name from October 27, laying to rest the Sagitta brand as all 450 products in the group’s wholesale an...
People & Products
HSBC Asset Management Australia has appointed a new head of Australian equities, Robert Hook, four months after the departure of previous equity head and chief investment...
Financial planning
Small cap managers are improving their investment processes and honing their stockpicking skills to produce consistently strong performance, van Eyk Research’s 2003 Small...
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...
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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...