Premium-rated growth and yield stocks remain vulnerable to further adjustments to interest rates amid continued economic uncertainty, according to investment manager Mapl...
Munro Partners is awaiting a downward movement in earnings estimates before it puts cash in its Global Growth fund back to work but is concerned the market is failing to ...
Despite a tumultuous year for equity markets, GQG has ended the year at nearly 96% of the level of funds under management at which it began....
After a string of high-profile cyberattacks on major Australian corporates, this investment manager sees a key theme for equities in 2023....
Chris Haynes, head of equities at Equity Trustees Asset Management, says the full impact of RBA rate hikes is yet to be felt and there may be stockmarket bargains to pick...
US equities are the most-appealing equity option for investors in 2023, according to Amundi, but it will be worth moving into global equities later in the year....
T. Rowe Price is neutral on Australia as it believes there are potential earnings downgrades on the horizon and it is likely to see an earnings recession....
Perpetual Asset Management Australia (PAMA) has appointed Anthony Aboud as deputy head of equities....
Global equities funds are among the most-popular funds searched for on the Money Management Investment Centre website this year....
Ausbil CIO and head of equities, Paul Xiradis, has shared his thoughts on what to expect from Australian markets in the coming year....
Bracing for the high likelihood of a recession, Schroders’ model investment portfolio in 2023 will be overweight bonds up to 50%, according to its top executives....
The “era of easy money” is coming to a close, according to Fidelity, as the risk of a 2023 recession increases and inflation nears its peak....
Rising interest rates and a slowing economy will make earnings growth harder to come by in 2023, according to Ausbil, but companies which can pass on inflationary pressur...
The typical Aussie investor invests for the long term through direct mutual funds and equities, has a high risk tolerance but their engagement with asset allocation is lo...
Schroders has begun increasing the equity weighting in its multi-asset portfolios after falling as low as 17.5% as it believes the risks are now more finely-balanced....
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...
So we are now underwriting criminal scams?...