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EQUITIES
Funds management
Retail investors need to be aware of creating false reality when making rash decisions to time the market in hopes to grab a bargain, according to Wealth Within....
Funds management
One of the country’s largest agriculture stocks is now trading at levels higher than pre-COVID-19 and helped Australian equity funds lessen the shock of the pandemic-indu...
Funds management
The Magellan High Conviction fund is highly concentrated with between eight to 12 ‘best idea’ holdings so how has it managed to navigate the pandemic?...
Funds management
Downward earnings revisions and bearish signals are still indicating headwinds in the US economy in a similar way to 2008, despite any short-term market rallies, accordin...
Funds management
There were two sectors that saw over half of their funds report positive gains over the year to 30 April, 2020, according to data....
Funds management
The North America and Asia sectors have averaged losses but it is the Australia, Europe and emerging markets sectors that have performed the worst since the start of the ...
Funds management
Over three quarters of funds focused on Japan have managed to beat their Asia Pacific counterparts with positive returns over the past year....
Funds management
Six small and mid-cap Australian equity funds have managed to achieve positive returns over the past 12 months, despite small-cap indices suffering worse than their large...
Funds management
Only two of 14 equity sectors have reported returns over the past 12 months as worldwide stockmarkets have plummeted due to COVID-19. ...
Funds management
Chinese equities have outperformed US, Japanese, UK, and European equities with a loss of 4.5% over the month of March, and a loss of 7.7% over the financial year to date...
Funds management
Fixed income funds during the first quarter of the year offered greater potential for returns than equities, according to data....
Funds management
The relative performance of three sub-universes of targeted volatility, socially responsible investing and long short, outperformed the index in Q1, according to Mercer....
Funds management
The Magellan Global fund’s exposure to Microsoft has boosted the fund as the stock became the beneficiary of the move to online working while hospitality exposure has bee...
Funds management
T. Rowe Price is “leaning into weakness” created by the COVID-19 pandemic by adding exposure to high yield bonds and equities....
Financial planning
Although we may enter a recession over the next couple of quarters, there are key signals to look for that will signify the crisis hitting its peak, according to a T. Row...
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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...