chief investment officer

Financial planning

A Melbourne-based boutique fund manager is launching the first retail investment product in Australia that fully meets Islamic Shari’ah law....

Funds management

More managers warm to global equities

A record 80 per cent of Australian investment managers now favour global equities over every other asset class, according to the March 2006 Russell Investment Manager Out...

Funds management

Australian equities no longer leading the way

The correction experienced by the Australian equity market this year has meant it is no longer a leading market in comparison to the rest of the world, according to the c...

Funds management

OptiMix cranks up emerging markets exposure

A thorough review of its strategic asset allocation policy has seen multi-manager OptiMix add a Global Emerging Markets asset class to a number of its diversified funds....

Financial planning

Orion links with Trilogy in Australia

Emerging growth-style manager Orion Asset Management has announced the formation of a distribution alliance with US-based boutique asset management firm, Trilogy Global A...

Financial planning

Planners face new paradigm

Equities don’t always outperform other asset classes, time diversification is a worthless concept and market timing is necessary and expected, according to Ken Solow, chi...

Financial planning

New realm for advisers

In times of higher inflation and rising interest rates, financial planners will need to become more strategic and move into tactical allocation territory when constructin...

Financial planning

Japanese market to keep rising

The Japanese share market will continue to rise for the next four to five years, predicts Invesco Japan chief investment officer Atsushi Kawakami....

Financial planning

Investment styles not mutually exclusive

Investors should not look at investment styles in isolation, as the categorisation of managers was not intended to put one style forward at the exclusion of the other, ac...

Editorial

Returns on the run

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Financial planning

No such thing as Asia

People treating Asia as one investment market are overlooking the multi-faceted characteristics of the region, and hence its ability to provide the basis for effective an...

Financial planning

O’Brien to lead Invesco

Invesco has appointed Mick O’Brien as the new chief executive for its Australian operation....

Financial planning

Hold your nerve says Russell

Russell Investment Group is urging investors to hold their nerve in the face of survey data revealing that Australian fund managers are becoming increasingly cautious abo...

Policy & Regulation

Local investments give real returns, but super wins on tax

Superannuation has been confirmed as one of the most tax-effective long-term investment options for high-income earners, while Australian shares and Australian listed pro...

Funds management

Barclays hedges its own bets

Barclays Global Investors (BGI), the only single-manager in this year’s Hedge Funds – Multi Strategy category of the Fund Manager of the Year Awards, has beaten Bridgewat...