High-quality growth stocks are expected to perform relatively strongly in the next phase of the economic cycle, writes Tim Richardson....
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,...
Crowding by investors into defensive stocks means they cease to be defensive, according to Platinum, but certain global consumers stocks still look attractive....
While bargains are less obvious than in March 2020, there are still opportunities in markets for a well-diversified portfolio....
Investors are keeping an eye on three factors in markets, writes Alexandra Cain, which could drive positive performance in 2022....
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...
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....
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...
Investors have withdrawn US$5.2 billion from Janus Henderson’s quantitative equities arm in the past quarter, prompting the firm to announce it will sell the division aft...
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....
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....
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....
Stretched equity valuations and poor fixed income yields are leading professional investors to increase their allocations to cryptocurrency....
Financial advisers are expecting local shares to deliver capital gains of 3.5% over the next 12 months, according to Investment Trends....
Funds under management at Pendal have risen to almost $140 billion although sub-advised channels contributed to outflows as clients took profits....
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?...