EQUITY MARKETS

Funds management

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...

Funds management

Equity markets are in denial about the potential impact of a US recession and failing to price its impact in, according to Platinum....

Funds management

Yarra Capital Management’s Katie Hudson has shared her thoughts on the outlook for small caps in 2023 and what surprised people most this reporting season....

Funds management

The investing landscape will remain uncertain for the rest of 2019, particularly with bond and equity markets sending contradictory signals, according to GSFM and its par...

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Funds management

As we enter the second quarter of 2019, Money Management used data from FE Analytics to find that, thus far, global equities’ returns have topped those of their Aussie pe...

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Funds management

Magellan Asset Management’s said they have adjusted their portfolios in light of future Fed tightening and would focus on technological investments. ...

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People & Products

Morningstar recruits JP Morgan’s Carolyn Holmes as director of equity research for Australia and New Zealand....

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Funds management

netwealth will offer clients the ability to trade international equities through the platform after it signed a deal with Citi....

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Superannuation

The CBA has awarded a $200 million global equity mandate to London-based equity firm Ardevora Asset Management....

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Financial planning

Money Management webinar poll reveals planner caution amid economic uncertainty....

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Financial planning

Planners are actively investing client funds in growth assets and making greater use of passive strategies but are calling on more information from fund managers....

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Editorial

Planners' appetite for fixed income has been on the decline, but will question marks over rates and markets change that? Kate Cowling investigates....

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Funds management

Exchange traded products have continued their rapid growth adding $600 million in funds under management for the past month and passing the $14 billion mark....

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Financial planning

Lonsec delivers Perennial Value Wealth Defender Australian Shares Trust a ‘recommended’ rating....

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Editorial

Chad Padowitz looks at the correlation between volatility and market risk....

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MARKET INSIGHTS

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Never miss the latest news and developments in wealth management industry

Graeme

FWIW I am a long term holder of both. I am relaxed about my LICs trading at a discount. Part of a cycle. I would like...

2 days 13 hours ago
Ross Smith

The term "The democratisation of private assets continues to gain steam" is marketing misleading. There is no democracy...

2 days 15 hours ago
Greg

I have passed this exam, and it is not easy or fair exam. It's no wonder that advisers are falsifying their results. ...

5 days 15 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 3 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 2 weeks ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 3 weeks ago