GLOBAL EQUITIES

Funds management

Stocks that see acceleration in earnings are more likely to outperform over one and three-year periods, according to research by American Century. ...

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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...

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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....

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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...

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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?...

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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....

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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....

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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....

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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....

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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....

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People & Products

The pair have a combined 45 years’ industry experience and will work on the firm’s global equity and global sustainability funds. ...

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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...

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Funds management

There are three areas of ‘megatrends’, according to Insync Funds Management, where the firm is finding opportunities for the long-term....

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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....

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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. ...

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