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NATIXIS
Funds management
The global asset manager has extended its financial services licence to include retail investors, representing the next stage of its expansion in the Australian market. ...
Funds management
Speculation around the death of the 60/40 balanced portfolio has ceased following an early year rally in the equities and bonds markets, according to multiple managers. ...
Funds management
“Caution remains the watchword” for investors in a rapidly-evolving market environment, according to senior investment managers. ...
Funds management
Value fund managers IML have launched an actively-managed, ESG-focused fund that will invest in Australian equities....
Funds management
PGIM Investments has announced the appointment of Matt Shafer as head of international distribution....
People & Products
Natixis Investment Managers has appointed Danny King as head of institutional sales and Jason Guthrie as head of wholesale. ...
Superannuation
Australia is sitting among the top five best countries globally to retire as superannuation fund members navigate preparing for retirement in an inflationary environment....
Financial planning
Australian advisers are experiencing fewer difficulties when it comes to acquiring new assets or new clients, compared to global peers, with firms expecting to take on ei...
Financial planning
Australian financial advisers believe their business will grow by 11% over the next three years, slightly more optimistic than the global average of 10%, according to res...
Funds management
US-based investment manager Vaughan Nelson has partnered with Investors Mutual to launch a global small and mid-cap fund for Australian retail investors....
Funds management
There is a preference for cyclical equities in areas such as green infrastructure while small-caps remain an attractive asset class after strong performance in 2021....
Financial planning
Whether or not a client is interested in responsible investing will be moot as climate change will need to be considered by advisers as part of best interests duty, accor...
Funds management
Investors expect accountability from companies for their impact on the environment and society and they want to see more action from policymakers and fund managers, accor...
Funds management
Gender diversity will continue to become a bigger part of responsible investing in the future, despite currently being overshadowed by other factors, like climate change....
Funds management
The investment manager believes the spread of the COVID-19 Delta variant has stabilised and the peak has now passed....
MARKET INSIGHTS
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Podcast
Who get's the $10M? Where does the money go?? Might it end up in the CSLR to financially assist duped investors??? ...
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...