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EQUITIES
Funds management
With the belief that markets are oscillating between fragility and resilience, the investment manager has outlined three themes it expects to see in the third quarter of ...
People & Products
The equities asset manager has promoted Blake Dowsett, a founding member of Touchstone, to the newly created role of head of research....
People & Products
Nobel Prize winner Harry Markowitz, creator of the modern portfolio and efficient frontier theories, has died in California aged 95....
Funds management
Asset allocators are cutting their exposure to both cash and equities as they await a meaningful downward surprise to interest rates....
Funds management
The “old playbook” of “buying the dip” does not apply in the current economic environment, with risk assets unlikely to benefit from rate relief any time soon, according ...
Funds management
Wealth manager and stockbroker Ord Minnett has paid $888k to comply with an infringement notice from the Markets Disciplinary Panel regarding a buy-back....
Funds management
The $250 billion Future Fund is moving back to active management for its equity allocations, six years after stating it was “nigh on impossible” for active managers to ad...
Funds management
Investor appetite for equities is set to recover as markets “look through the valley” to the other side of the bear market, according to the fund manager. ...
Funds management
Investors are the most underweight to equities relative to bonds since the Global Financial Crisis as fears of a credit crunch drive up fixed income allocations....
Funds management
Equity funds saw outflows of more than $500 million in the first quarter of 2023, the highest proportion since the start of the pandemic. ...
Funds management
The $2.8 billion flagship Schroder Real Return fund is holding its lowest weighting to equities since inception in 2008, as its managers are opting to hold cash for unexp...
Funds management
The Australian ETF industry’s FUM increased by $1.3 billion in February with investors opting for ETFs focused on domestic equities. ...
Funds management
The strong market rally during January and February has left Bell Asset Management nervous of the potential earnings disappointment to come....
Funds management
J.P. Morgan Asset Management is “warming up” to going back to equities after holding an underweight position and would strengthen this position if there is a signal infla...
Funds management
Although an unfavourable outlook for 2023 continues to dampen investor confidence, Talaria Asset Management reveals the types of equities to look out for. ...
MARKET INSIGHTS
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Podcast
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...
How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...