EQUITIES
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....
Funds management
Strong balance sheets from companies in the region typically provide dividend yield north of 5%, according to Maple-Brown Abbott....
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...
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....
Funds management
There are three areas of ‘megatrends’, according to Insync Funds Management, where the firm is finding opportunities for the long-term....
Expert Analysis
New growth can stem from the wreckage of the established, writes Lawrence Lam, a principle that also applies to equities. ...
Funds management
Monetary stimulus and high consumer spending are among factors paving the way for continued Australian economic growth, according to T. Rowe Price....
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....
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. ...
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. ...
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...
Funds management
Early purchases of stocks in recovery sectors such as travel has helped the Prime Value Emerging Opportunities fund to deliver returns of more than 20%, making it one of ...
Funds management
Afterpay is bigger than Telstra which a symptom of an excess in markets and speculative activity which focuses on non-earning stocks, according to Schroders....
Funds management
As there is insufficient liquidity in markets to compensate for the volatility, investors should look to owning some longer dated government bonds and other high-yielding...
Funds management
Although the sector only had an average return of 1.8%, the performance of funds varied greatly....
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
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...