EQUITIES

People & Products

Pengana Capital has appointed a second manager to its High Conviction Equities fund. ...

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Funds management

Investors should focus on guarding for inflation, searching for income, seeking quality companies as well as looking beyond stocks and bonds for the remainder of 2021, ac...

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Funds management

There is still a way to go for consumer spending with a ‘boom of historic proportions’ expected in the next few months, according to Yarra Capital Management....

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People & Products

Graeme Burke, co-founder of boutique investment manager Wavestone, has departed the firm after 15 years. ...

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Funds management

Positive economic signals mean State Street Global Advisors is the “most optimistic” it has been in years but is worried the market is now more vulnerable to shocks....

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Funds management

Strong balance sheets from companies in the region typically provide dividend yield north of 5%, according to Maple-Brown Abbott....

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Financial planning

Principal Real Estate Investors will be the underlying active manager for BT Investment Solutions Global Property separately managed account, as part of the CoreSeries po...

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Financial planning

Inflation is likely to be more volatile than in previous history, according to Antipodes, forcing investors to consider how much they pay for bond-like equities....

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Funds management

There are three areas of ‘megatrends’, according to Insync Funds Management, where the firm is finding opportunities for the long-term....

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Expert Analysis

New growth can stem from the wreckage of the established, writes Lawrence Lam, a principle that also applies to equities. ...

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Funds management

Monetary stimulus and high consumer spending are among factors paving the way for continued Australian economic growth, according to T. Rowe Price....

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Funds management

The single stock limit of a fund is important to consider when it comes to how concentrated a fund should be, according to Datt Capital....

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Funds management

There is a continuing disruption to retail, media, healthcare, and consumer product businesses, and companies will need to keep pace with their execution and strategy. ...

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Funds management

Investors Mutual has been a victim of China’s ban on coal imports with one of its resources holdings having downgraded its profit expectations as a result of the ban. ...

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Funds management

The companies that offer the greatest risk for investors in 2021 are the same companies that provided the greatest return for investors in 2020, according to State Street...

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MARKET INSIGHTS

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Never miss the latest news and developments in wealth management industry

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

1 week ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week 1 day ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 2 weeks ago