FIDELITY

Funds management

Clients may be asking their adviser whether there is still value in the US technology names after their rally, but Fidelity International’s Lukasz de Pourbaix believes th...

Funds management

The financial and sustainability impact of companies’ actions is likely to shape asset managers’ voting records as advisers seek funds for their clients who act to invest...

Funds management

Global investment manager Fidelity International has appointed a new president to take over from Anne Richards, who will move into a vice chair role....

Funds management

The global investment manager has announced its chief executive, Anne Richards, will be stepping down from the executive role....

Expert Analysis

The current volatility has created a rich pool of investment opportunities which skilled fund managers can exploit through long-short equities strategies, writes Lukasz d...

Funds management

Fidelity has launched its latest global equities fund, the Fidelity Global Long Short Fund, in response to client demand in Australia....

Financial planning

Seeking to help their loved ones achieve greater financial security through an inheritance, Australians are increasingly looking to advisers for estate planning and engag...

Funds management

Despite concerns that the popularity of pharmaceutical drug Ozempic is overblown, two fund managers are seeing stock picking opportunities from its success. ...

Funds management

While underappreciated in the past, global mid cap equities present “superior” returns and valuable portfolio diversification, this Fidelity fund manager says. ...

Funds management

Global fund manager Robeco has appointed Nick King as head of ETFs as it seeks to expand its business with an ETF platform....

Funds management

Fidelity’s Asian equities investment director, Gary Monaghan, has shared his insights on Chinese technology after its Fidelity Asia Fund won at this year’s Money Manageme...

Funds management

The optimism behind this disruptive technology has driven markets to record highs, but experts warn there are ESG risks and considerations that can be overlooked....

People & Products

Fidelity has promoted Jenn-Hui Tan to the newly created role of chief sustainability officer. ...

People & Products

Following the departure of Lukasz de Pourbaix in April, Lonsec has appointed a new chief investment officer and executive director....

Funds management

BlackRock and Vanguard have seen their scores slashed by a climate think tank for rolling back on their ESG commitments in light of an anti-ESG trend in the US....

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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’...

1 month 3 weeks ago

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

2 months 2 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 3 weeks ago

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

3 weeks 3 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week 5 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 3 days ago
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