LUMENARY

Funds management

Lumenary Investment Management has made its first direct investment into China via an education company as the fund reduces its reliance on the US....

Features

The common perception is that growth in assets under management is the goal of a fund, Liam Cormican writes, but many boutique firms are keen to stay small and nimble....

Expert Analysis

New growth can stem from the wreckage of the established, writes Lawrence Lam, a principle that also applies to equities. ...

Expert Analysis

As more retail investors enter the market, Lawrence Lam writes, it is as important for people to know when to sell a stock as when to buy it. ...

Funds management

Even in a steady state, airlines will not grow any faster than pre-pandemic levels, according to Lumenary’s Lawrence Lam....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 2 weeks ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

6 days 16 hours ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

3 weeks ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

1 week 4 days ago