HEDGE FUNDS
Financial planning
Diversified balanced and growth funds have long been seen as an easy solution for the core of an investment portfolio, or even the whole of some (especially smaller) port...
Funds management
Returns from hedge funds have declined over the past five years and are not expected to return to levels seen in the 1990s in the next three to five years despite optimis...
Funds management
Four funds have been upgraded and there have been no downgrades in Lonsec’s latest hedge fund sector review, which excludes long/short equity funds....
Financial planning
Even though it hasn’t been the best year for hedge funds, the US$1 trillion world hedge fund market is likely to experience rapid growth and could even quadruple by the e...
Funds management
High fees remain the primary reason why investors are excluding fund of hedge fund products from their portfolios as an alternative income stream, according to research c...
Editorial
The investment and planning world seems to be dividing into two camps with respect to “alternative” investment strategies and assets (hedge funds, managed futures, commod...
Financial planning
As predicted, investment banking and funds management giant Macquarie Bank has raked in another bumper profit of close to half a billion dollars, largely underpinned by a...
Financial planning
A new report by Chant West is likely to enflame the ongoing fees debate between industry funds and retail master trusts by accusing some industry funds of not passing on ...
Financial planning
Investments in alternative assets are set to rise over the next two years, driven mainly by the increased use of hedge funds, according to a Russell Investment Group surv...
Financial planning
At the recent PortfolioConstruction Conference, US-based Randall Lert, chief portfolio strategist with Russell Investment Group, gave the keynote address. With a worldwid...
Funds management
By any measure, it has been a successful 2004 for boutique fund manager St Helens Capital....
Funds management
In the dark days of 2001-2002, when investment markets were in the doldrums, a dismal performance by the big institutional funds left a lot of planners and investors look...
Financial planning
In a single stroke expansion of its Australian operations, Fidelity Investments has launched 10 new investment funds at once, including single country funds, regional fun...
Financial planning
There are very few genuinely new products in financial services. Usually they are variations on an existing theme, and structured products fall very much into this catego...
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MARKET INSIGHTS
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...