FIXED INCOME

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

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....

Funds management

The interest rate environment of ‘higher for longer’ is prompting financial advisers to increase their weightings to fixed income and cash....

Funds management

Global fund managers have made their biggest shift into bonds since the global financial crisis as interest rates are expected to stay higher for longer....

Funds management

Far from being the death of the 60/40 portfolio, State Street fixed income strategist Marie Tsang believes it is even more relevant than ever in the current market enviro...

Funds management

The ETF provider has expanded its range of fixed income solutions by adding two new ETFs that offer investors targeted exposure to US Treasuries. ...

Funds management

Local equities have come back in favour for Australian investors as the top category for ETF inflows in August as the industry reports its highest inflows for a year at $...

People & Products

Michael Goosay has been appointed as the managing director of global fixed income and portfolio manager on select strategies at Principal Asset Management. ...

Funds management

Fixed income ETFs have attracted the most cashflow of any asset class in the first half of 2023, following the asset class’s worst performance in decades last year, accor...

Funds management

Schroders has hired Pierre Wu from AMP as fixed income and multi-asset investment director, the role formerly held by Adam Kibble....

Funds management

A fixed income manager has welcomed the launch of Australia’s green bond program but warns it will need to meet high standards given its lateness to join the race. ...

Expert Analysis

It could make sense for Australian wholesale investors to include corporate bonds in portfolios, with the traditional role of bonds re-emerging in 2023, writes Bruce Murp...

Funds management

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...

Funds management

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 ...

Funds management

Ahead of the 2023 Fund Manager of the Year Awards on 22 June, Money Management spoke to finalists of the Passive — Other Asset Class Fund of the Year category....

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Pot

Its underperformance as using a flawed system to assess this fact. ...

1 day ago
Retired AFSL Principal

ASIC is now ignorantly venturing into the world of short-termism. Advisers are generally giving advice on a long term ba...

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Chris Cornish

"Past performance is no guarantee of future results" is something ASIC are always keen to say. Yet when it comes to th...

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

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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. ...

7 months ago

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

7 months 2 weeks ago