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EQUITIES
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...
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. ...
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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...