EQUITIES

Funds management

Non-US regions stocks having attempted to dominate the US, growth and technology themes across the global equity sector, according to BetaShares....

Financial planning

Seeking diverse sources of return, managing risk and developing a comparative advantage, will be the three major themes for investors in 2021, according to Willis Towers ...

Funds management

According to a survey, 80% of institutional investors believe the market has underestimated the impact of the COVID-19 pandemic and only one in five expect a full economi...

Funds management

Whether actively managed or passive, no fund in the Australian equity income sector has managed to overcome low interest rates and dividend cuts to post positive returns....

Funds management

It is important to think of opportunities outside of the major stocks as the market may struggle and move sideways in the next three to five years, according to Avenir....

Funds management

The successful trial of two COVID-19 vaccines plus the election of Joe Biden as US president-elect has led to the “most bullish” fund manager sentiment all year....

Funds management

While initial public offering listings have fallen overall this year, one firm which went ahead with its Australian Securities Exchange float has returned 200% since its ...

Funds management

Reasons cited by Aussies for not investing included a preference to keep money in a bank account, belief it was too risky and lack of financial education. ...

Funds management

Holding a low weight to financial stocks is the common denominator between those Australian equity funds which have reported double-digit gains over the past year. ...

Funds management

One small-cap fund investing in Australian equities has returned more than 140% over the past six months but may be ignored by investors as it sits in the Asia Pacific ex...

Funds management

Currency hedging has delivered better results for fixed income investors, as opposed to equity investors, according to research from Dimensional....

Funds management

Investors should consider increasing their equities allocation to the technology sector as a means of dealing with heightened uncertainty and the likely increased market ...

Funds management

Pengana chief investment officer Rhett Kessler said he was “vomit buying” after lowering his Australian equities fund’s cash weighting as a response to the market downtur...

Funds management

Dividend cuts during reporting season is an important reminder that a long-term outlook is required for generating income from equities, according to First Sentier Invest...

Superannuation

Investors are likely to place themselves in ‘immense risk’ in the future as their portfolios will need to be 100% allocated to equities if they want to make returns from ...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

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Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

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ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

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