EQUITIES

Funds management

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....

Expert Analysis

High-quality growth stocks are expected to perform relatively strongly in the next phase of the economic cycle, writes Tim Richardson....

Funds management

Over $2 billion was wiped from managed funds in the second quarter of 2022, with Australian investors negative on every category of equity fund in June, except Australia,...

Funds management

Crowding by investors into defensive stocks means they cease to be defensive, according to Platinum, but certain global consumers stocks still look attractive....

Funds management

While bargains are less obvious than in March 2020, there are still opportunities in markets for a well-diversified portfolio....

Features

Investors are keeping an eye on three factors in markets, writes Alexandra Cain, which could drive positive performance in 2022....

Funds management

American Century Investments is predicting growth in the diversity of the small-cap universe toward the end of this year as stockpickers shift to identifying companies wh...

Funds management

Australian stocks are set to see relative outperformance in the second half of the year, according to T. Rowe Price, despite encountering difficulties in the first half....

Funds management

Australian shares have lagged behind the US for much of the past decade but there are several reasons to think their recent outperformance can continue for some time, acc...

Funds management

Investors have withdrawn US$5.2 billion from Janus Henderson’s quantitative equities arm in the past quarter, prompting the firm to announce it will sell the division aft...

Funds management

The US Federal Reserve looks set to start raising interest rates in the coming months, but investors could be unprepared for the effect this might have on markets....

Funds management

There is a preference for cyclical equities in areas such as green infrastructure while small-caps remain an attractive asset class after strong performance in 2021....

Funds management

Traditional active equity funds did not see any new inflows for two years until the middle of 2020 when the environmental, social and governance boom took off....

Funds management

Stretched equity valuations and poor fixed income yields are leading professional investors to increase their allocations to cryptocurrency....

Financial planning

Financial advisers are expecting local shares to deliver capital gains of 3.5% over the next 12 months, according to Investment Trends....

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