equities

Funds management

Investors ‘dancing in the dark’ without market signals

Although returns have been strong across asset classes, the question remains whether market strength has been “built on a foundation of sand”, according to Maple-Brown Ab...

Funds management

September breaks ETF records

Despite a fall in global and Australian equities, exchange traded funds had the highest monthly net inflows in September with $2.9 billion entering the industry. ...

Funds management

Natixis IM reduces equity overweight

The investment manager believes the spread of the COVID-19 Delta variant has stabilised and the peak has now passed....

Funds management

The Fed could cause long-held investor assumptions to reverse

A significant correction in bond and equity markets is likely if the Federal Reserve jams on the monetary brakes, potentially challenging how multi-asset investors react ...

People & Products

MFS launches small cap fund

The MFS Global New Discovery Trust, which has been available in the US since 2011, will now be available to Australian and New Zealand investors....

Funds management

The ‘three minute noodle’ investment selection approach

Investors are backing investments which will offer only short-term gains, according to Prime Value, rather than backing companies which will have long-term sustainable gr...

Funds management

ECP grows its investment team

Equities fund manager ECP Asset Management has appointed Justin Breen to its investment team....

Funds management

The two areas benefiting from inflation

Ahead of the Federal Reserve’s Jackson Hole symposium, high inflation might still present opportunities in small caps and in value stocks, according to American Century....

Funds management

Performance fees spike at Janus Henderson

Janus Henderson has seen a 350% rise in performance fees, rising from $17.2 million in the previous quarter to US$77.4 million. ...

Funds management

Delta points to 1% bond yields within weeks

There is the possibility of the US 10-year bond yields hitting 1% within the next few weeks as the economy worries about the COVID-19 Delta variant spreading globally des...

Funds management

The era of ‘new staples’

Microsoft is as close to a staple as you can find today and there are better opportunities than buying a bond, according to Munro Partners....

People & Products

Pengana appoints equity fund manager

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

Funds management

Investors should focus on quality

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...

Funds management

Consumer spending boom still has further to run

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....