GLOBAL EQUITIES
Funds management
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...
Funds management
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....
Funds management
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...
Expert Analysis
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?...
Funds management
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....
Funds management
Royce Investment Partners, part of Franklin Templeton, has entered the Australian retail investment market with the launch of a global small-cap fund....
Funds management
Australian investors have “cooled their appetite” for equity funds after six months of record buying, according to the quarterly Calastone Fund Flow Index....
People & Products
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....
Funds management
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....
People & Products
The pair have a combined 45 years’ industry experience and will work on the firm’s global equity and global sustainability funds. ...
Funds management
Magellan chair and lead portfolio manager, Hamish Douglass, has seen his remuneration increase to $2.73 million, despite significant underperformance by his flagship Mage...
Funds management
There are three areas of ‘megatrends’, according to Insync Funds Management, where the firm is finding opportunities for the long-term....
Funds management
Inflows into equity funds during the first quarter of 2021 were more than the whole of 2019 as investors looked to global equities....
Funds management
There is a continuing disruption to retail, media, healthcare, and consumer product businesses, and companies will need to keep pace with their execution and strategy. ...
Funds management
As Pengana sees the departure of two key managers, Steven Glass and Jordan Cventanovksi, how have their global funds performed over their tenure?...
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
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...