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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....
Editorial
A winter of discontent awaits if you get it wrong on indexing and property syndicates, writes Robert Kavney....
Financial planning
Growth managers have come back to form after returning 11.5 per cent for the 11 months ending May turning around the negative returns of the previous two years....
Financial planning
The US funds management industry will continue to favour stocks over bonds, despite concerns of a slowing macro environment according to Russell Investment Group’s third ...
Funds management
Australian fund managers could be missing out on a golden opportunity by neglecting commodities and other global resource stocks, according to an industry review of the s...
Financial planning
Rob Keavney argues systematic rebalancing adds returns, reduces volatility and ensures planners don’t leave clients with maximum exposure at market crests – so why isn’t ...
Financial planning
A recent court ruling has put the industry on notice that clients can be compensated for a lot more than money directly lost as a result of inappropriate advice, says Pau...
Editorial
Robert Keavney returns to the topic of hedge funds, and stands firm on his view that this asset class requires a higher level of wariness among advisers....
Financial planning
Tower Limited has finalised its issuing of 11.4 million options worth over $17 million to 40 of its senior executives, and has used almost $70 million of the $185 million...
Financial planning
Diversified fixed income funds composed of alternative asset classes such as hybrid securities and global high yield corporate bonds are only achieving average performanc...
Funds management
Fund managers remain bullish as to the direction US equity markets will take for the remainder of the year and into 2005 despite last nights anticipated quarter point rat...
Financial planning
Citigroup Asset Management (CAM) is set to expand its retail presence in the Australian market with plans to launch a range of new products with the aim of building on it...
Financial planning
Equity Trustees (EQT) has struck a deal with Aberdeen Asset Management to provide responsible entity (RE) services for a range of the latter’s Asian equities funds....
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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...