EQUITIES

Funds management

Investors are entering 2024 with high weightings to cash but allocations are starting to fall in favour of equities as the RBA opts to hold rates....

Funds management

While these fund managers believe the earnings story from AI outside the tech sector is likely to only play out by 2025, here’s how they’re stock-picking in the meantime ...

Funds management

The boutique equity investment manager has announced the launch of a new fund in the small cap space, with high expectations of outperformance ahead. ...

Funds management

Fund managers are the least bearish since February 2022 with cash weightings shifting into equities and 42 per cent expecting no recession in the next year, according to ...

Funds management

With markets having already experienced an ‘unsynchronised recession’, the asset manager expects a re-acceleration of big tech in the coming quarters and suggests the wor...

Funds management

Market watchers can expect to see one of the most volatile reporting seasons in the coming weeks which could bring up buying opportunities, according to this portfolio ma...

Funds management

Although emerging markets managed to buck the trend, riskier assets such as equities, property, and mixed asset funds have seen record outflows in the second quarter of 2...

Funds management

Outlining the three sectors likely to do well in current market conditions, this portfolio manager explains why it is too simplistic to lean on large caps and blue-chip c...

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...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 1 week ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 5 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 weeks 1 day ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

2 days 21 hours ago