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Financial planning
The ultimate ‘uptown’ funds manager, Connecticut’s Bridgewater Associates, has chosen Australia for its first foray into the retail market....
Financial planning
Perennial Investment Partners has been mandated by Intech Investment Consultants to manage $300 million in its Australian fixed interest trust....
Financial planning
Balanced funds posted their first month of negative returns in March since July last year, on the back of weaker share markets....
Financial planning
Listed property trusts were the darling of the Australian market in 2004, returning 32 per cent. No one believes there will be a repeat performance in 2005, but more than...
Financial planning
Foreign asset management firms have managed to gain a surprisingly firm foothold in the Japanese marketplace, according to a study published this week by Boston-based fir...
Financial planning
Macquarie Equity Markets has released a second series of ALPS securities, offering an introductory income yield of 12 per cent, with a capital guarantee over the six and ...
Financial planning
US economic growth could be as low as 1 per cent in 2005, leading global markets to suffer as the world’s largest economy enters “the first phase of a painful decline”, a...
Financial planning
OFM Investment Group is set to launch a program to educate independent advisers on the benefits and shortcomings of including bonds in client portfolios....
Financial planning
Boutique fund manager MFS Group is to join forces with Gold Coast-based holiday accommodation group, Breakfree, to create a diversified property group with a market cap o...
Financial planning
Equities are back and like clockwork so is investor interest, with investors returning to shares from defensive asset classes such as property and cash after the exodus o...
Financial planning
Tim Farrelly uncovers the outlook for Australian equities over the next decade....
Financial planning
Liam Egan talks to the financial planner wrapping it up for UK advisers....
Editorial
A year is a long time in funds management – and even some of our investment experts were surprised by the way markets, asset classes and investment vehicles gained or wan...
Financial planning
Investors could be exposing themselves to higher levels of risk and jeopardising their retirement savings by failing to monitor their fixed income investment strategies a...
Financial planning
Index hugger Vanguard and specialist bond manager Pimco have been rated the pick of international fixed interest managers by research group Morningstar....
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...