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

Hedge fund returns falling and unlikely to bounce back soon

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

Hedge funds upgraded despite slowing market

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

Global assets to quadruple in 10 years

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 turn investors off fund of hedge funds

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

Alternative assets are no fad

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

Macquarie makes another half billion

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...

Editorial

A growing trend

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Financial planning

Industry funds marked down on fee disclosure

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

Alternative investments to boom

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

Constructing a new model

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

(20-Jan-2005): St Helen’s erupts onto boutique scene

By any measure, it has been a successful 2004 for boutique fund manager St Helens Capital....

Funds management

(20-Jan-2005): The rise and rise of the boutiques

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

Fidelity launches ten funds at once

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

Protection against a rainy day

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...