EQUITIES

People & Products

Perpetual Asset Management Australia (PAMA) has appointed Anthony Aboud as deputy head of equities....

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Funds management

Global equities funds are among the most-popular funds searched for on the Money Management Investment Centre website this year....

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Funds management

Ausbil CIO and head of equities, Paul Xiradis, has shared his thoughts on what to expect from Australian markets in the coming year....

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Funds management

Bracing for the high likelihood of a recession, Schroders’ model investment portfolio in 2023 will be overweight bonds up to 50%, according to its top executives....

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Funds management

The “era of easy money” is coming to a close, according to Fidelity, as the risk of a 2023 recession increases and inflation nears its peak....

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Funds management

Rising interest rates and a slowing economy will make earnings growth harder to come by in 2023, according to Ausbil, but companies which can pass on inflationary pressur...

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Financial planning

The typical Aussie investor invests for the long term through direct mutual funds and equities, has a high risk tolerance but their engagement with asset allocation is lo...

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Funds management

Schroders has begun increasing the equity weighting in its multi-asset portfolios after falling as low as 17.5% as it believes the risks are now more finely-balanced....

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Expert Analysis

High-quality growth stocks are expected to perform relatively strongly in the next phase of the economic cycle, writes Tim Richardson....

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Funds management

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,...

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Funds management

Crowding by investors into defensive stocks means they cease to be defensive, according to Platinum, but certain global consumers stocks still look attractive....

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Funds management

While bargains are less obvious than in March 2020, there are still opportunities in markets for a well-diversified portfolio....

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Features

Investors are keeping an eye on three factors in markets, writes Alexandra Cain, which could drive positive performance in 2022....

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Funds management

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...

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Funds management

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....

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