According to Calastone, 2023 was the first year since 2019 that Australian investors were net sellers of equity funds, as they turned their heads towards the promise of f...
Global fund managers are starting the year with an optimistic mindset and “have never been as bullish” on the prospect for short-term interest rates, according to Bank of...
The excessive levels of cash held in money market funds is poised to fuel a significant rally in risk assets this year, according to Principal Asset Management, but it wi...
The asset manager has moved overweight duration for the first time in three years as it believes the rate hiking cycle has concluded, as well as moving overweight UK and ...
Investors are entering 2024 with high weightings to cash but allocations are starting to fall in favour of equities as the RBA opts to hold rates....
While these fund managers believe the earnings story from AI outside the tech sector is likely to only play out by 2025, here’s how they’re stock-picking in the meantime ...
The boutique equity investment manager has announced the launch of a new fund in the small cap space, with high expectations of outperformance ahead. ...
Fund managers are the least bearish since February 2022 with cash weightings shifting into equities and 42 per cent expecting no recession in the next year, according to ...
With markets having already experienced an ‘unsynchronised recession’, the asset manager expects a re-acceleration of big tech in the coming quarters and suggests the wor...
Market watchers can expect to see one of the most volatile reporting seasons in the coming weeks which could bring up buying opportunities, according to this portfolio ma...
Although emerging markets managed to buck the trend, riskier assets such as equities, property, and mixed asset funds have seen record outflows in the second quarter of 2...
Outlining the three sectors likely to do well in current market conditions, this portfolio manager explains why it is too simplistic to lean on large caps and blue-chip c...
With the belief that markets are oscillating between fragility and resilience, the investment manager has outlined three themes it expects to see in the third quarter of ...
The equities asset manager has promoted Blake Dowsett, a founding member of Touchstone, to the newly created role of head of research....
Nobel Prize winner Harry Markowitz, creator of the modern portfolio and efficient frontier theories, has died in California aged 95....
trustees are already requesting such confirmations when advisory fees (even via fixed term agreements) are deducted from...
CSLR should be broken down into 2 sub sectors, one for product manufacturers and one for financial advisers. Product ma...
We must stand up and show our opposition to both the ASIC Levy and CSLR as they both contribute to the high cost of advi...