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EQUITIES
Funds management
Fidelity International has worked in tandem with Australian wealth manager Emanuel Whybourne & Loehr to launch an actively managed global equities strategy aimed at finan...
Financial planning
Over 20 per cent of advisers plan to increase their allocations to private equity and credit in the next six months as they grow bearish on US and Australian equities. ...
Funds management
The $13 billion ethical investment manager has named its new head of equities, who previously spent 12 years at Perpetual....
Funds management
The failure of a clinical trial by biotech firm Opthea has caused shares in its backer Regal Partners to decline 52 per cent year-to-date and hit its funds under manageme...
Funds management
There is growing divergence between institutional and retail investors in their enthusiasm towards equities, according to Bank of America, with retail sentiment being “un...
Funds management
KPMG’s analysis has revealed which generation has the highest ownership of shares, with younger generations demonstrating a more cautious approach due to financial stress...
Funds management
Fund managers are entering 2025 with the most bullish sentiment since August 2021 and record high allocations to US equities, thanks to the incoming Trump administration....
Financial planning
Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...
Funds management
An independent expert has ruled the Perpetual deal with KKR is no longer in the best interest of shareholders in light of the increased tax liabilities. ...
Funds management
November proved to be a standout month for international equities, with these ETFs witnessing nearly double the flows of the next closest category....
Expert Analysis
This year there are more reasons than most to start with a fresh perspective when it comes to reshaping investment strategies, writes Dan Farmer. ...
Funds management
GQG Partners has reported funds under management have remained resilient amid “heightened interest” around its backing of Adani Group, which led its shares fall 20 per ce...
Funds management
OC Funds Management and PAN-Tribal Asset Management have both launched equity funds, investing in Australian mid-caps and global equities, respectively....
Funds management
Magellan has announced the launch of its first long-short product, its third fund arising from its strategic partnership with Vinva Investment Management....
Funds management
A new survey has found advisers are planning to increase allocations to global equities as well as Australian small caps in the next six months, however they believe high...
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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...