LIQUIDITY

Funds management

Being able to provide certainty about redemptions is worth fund managers pursuing when targeting the retail market even if it means sacrificing returns, according to Fede...

Funds management

Amid the rising demand for more flexible private equity investment options, LGT Capital Partners has launched a semi-liquid fund for wholesale investors in Australia and ...

Funds management

Financial advisers nervous about the liquidity of private markets funds for their retail clients are the target of fund managers launching semi-liquid products which offe...

Funds management

There has been a “significant escalation” in the use of illiquid assets, according to BT, despite liquidity being “more important than ever” since the market dislocations...

Financial planning

The regulator has increased Macquarie Bank’s liquidity and operational risk capital requirements after the firm had “persistent difficulties” in meeting its obligations....

Funds management

From a long-term perspective, equities will offer better value to investors than most other asset classes, according to DNR Capital....

Superannuation

Major superannuation funds are being asked to explain whether they have needed to provide either liquidity or cash to REST and HostPlus....

Funds management

According to Fitch Ratings, US$62 billion of global mutual funds have suspended redemptions due to COVID-19 driven market stress. ...

Funds management

Echoing the plight of mortgage funds during the global financial crisis, the Australian Securities and Investments Commission has reminded the responsible entities of man...

Superannuation

Superannuation funds are being asked key questions around their liquidity position in the face of COVID-19....

Funds management

Diversifying strategies are paying off for many investors, however more than a third of investors using investment grade credit and 40% of hedge fund investors are “not s...

Superannuation

UniSuper has seen members switch $2 billion from growth to defensive assets but says it has been able to accommodate the changes without resorting to selling down shares....

Superannuation

Superannuation industry executives have acknowledged the potential for funds to run into liquidity issues because of the downturn and risk to jobs in the travel, hospital...

Funds management

Investors should embrace that after having benefitted from a relatively benign 2019, the volatility will come back in 2020, according to Schroders....

Funds management

Mega funds are essentially turning liquid equity into private equity as it is the most efficient way to add value, according to SG Hiscock....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

2 months ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

3 months ago

BlackRock Australia plans to launch a Bitcoin ETF later this month, wrapping the firm’s US-listed version which is US$85 billion in size....

5 days 7 hours ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

2 weeks 5 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

2 weeks 3 days ago
moneymanagement logo