EQUITIES
Financial planning
The latest earnings season was the ‘weakest for many years’ with many areas of the S&P ASX 300 looking overly expensive, according to State Street....
Funds management
Australian equity firm DNR Capital is expecting Australia to avoid a recession in the next year....
Funds management
Medical defence organisations representing health practitioners and medical students, Avant, has backed Quay Global Investors in global real estate equities....
Features
Laura Dew writes that the mixed asset sectors offer investors ‘the best of both worlds’ by allowing them to hold a varied range of assets in one fund which can be rebalan...
Financial planning
Boutique fund manager, Prime Value Asset Management, has broadened its product offering following the appointment of former Garrison’s financial planning founder, John Si...
Funds management
Long-term fundamentals remain attractive for China, says UBS, despite the noise and volatility surrounding the US/China trade wars. ...
People & Products
GQG Partners has hired Daniel Bullock from Magellan as director of wholesale markets Australia as the US firm looks to expand....
Funds management
Fidelity has moved underweight to equities in the near term, down from a neutral position, with focus on technology and financial stocks. ...
Funds management
Investors were avoiding exposure to stocks with franking in the run-up to the election, with DNR Capital warning they should not base investment decisions solely on tax. ...
Funds management
Global equity markets continued to rally in June as Australian equities continue to overperform, but there are cautions over stock selection as equity market gets more ex...
Funds management
The latest research from Zenith Investment Partners shows that considering equity duration can be a powerful tool in constructing investment portfolios....
People & Products
Deutsche Bank has announced it is shutting its equities division, potentially leading to job losses from the firm’s base in Sydney....
Expert Analysis
Technical and academic portfolio construction doesn’t always suit the real world. Rob Thompson outlines factors advisers can consider to firmly focus their clients’ inves...
Expert Analysis
There are still investment opportunities in Chinese equities this year, Jonathan Wu writes, and looking at the nation’s instant noodle sales can help you understand why....
Funds management
With Australian broad cap equities taking a tumble last year, Money Management thought it would be apt to review which of those funds gave investors the best start to 201...
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...