The Pendal Global Select fund has identified three global megatrends which have accelerated since the pandemic and which it believes will drive global equities performanc...
GQG, which recently listed on the Australian Securities Exchange, has launched the GQG Global Quality Dividend Income strategy....
Going into 2022, market cycles are “not normal by any stretch of the imagination”, according to Ninety One, while central bank support will be the single most important s...
Stocks that see acceleration in earnings are more likely to outperform over one and three-year periods, according to research by American Century. ...
The uncertainty around Australia’s COVID-19 policy and the likely date to exit lockdown is likely to prove a “serious headwind” for the Australian economy, according to T...
While the Magellan Global fund is over $14 billion in size, the firm is trying to actively diversify its business away from purely global equities....
With the IPCC releasing a worrying report on climate change, can investment in the oil majors be justified and how can investors work with them to improve their practices...
After one of the strongest quarters on record for global small caps, writes Trevor Gurwich, what does the new financial year hold for the sector?...
Australian assets flowing into global equity strategies reached $1.6 trillion in the first half of the year as funds in this sector return more than 20% year to date....
Royce Investment Partners, part of Franklin Templeton, has entered the Australian retail investment market with the launch of a global small-cap fund....
Australian investors have “cooled their appetite” for equity funds after six months of record buying, according to the quarterly Calastone Fund Flow Index....
Ashish Kochar will replace Amit Lodha as portfolio manager of the global equities fund who has stepped down to spend more time in India with his family....
The trend towards the ‘re-opening’ theme is coming to an end, according to Munro Partners, as its holdings which sat outside of the theme performed better than expected....
The pair have a combined 45 years’ industry experience and will work on the firm’s global equity and global sustainability funds. ...
Magellan chair and lead portfolio manager, Hamish Douglass, has seen his remuneration increase to $2.73 million, despite significant underperformance by his flagship Mage...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...
So we are now underwriting criminal scams?...