PORTFOLIO MANAGER

People & Products

Western Asset Management has announced the appointment of Damon Shinnick to the firm's Australian fixed income team....

Financial planning

Standard & Poor's Fund Services has lowered its rating on the Perpetual Wholesale Concentrated Equity Fund (CEF) from five to four stars and removed its 'on hold' rating,...

Funds management

The emergence of new boutique replicas within the safety of institutional structures mean fund managers can enjoy the benefits of boutiques without the headaches. Lucinda...

Editorial

Stock prices are driven by earnings. The greatest returns come from companies that can deliver positive earnings surprises relative to market expectations, according to B...

Editorial

Companies that are operating in growing markets, which have low levels of debt, pricing power and generate significant amounts of free cash and give most of that back to ...

Editorial

Eley Griffiths Group's Brian Eley remains moderately optimistic despite the short term outlook continuing to be choppy and sentiment conflicted....

Editorial

David Pace is a portfolio manager at Greencape Capital. He previously spent 13 years at Merrill Lynch Investment Managers where he ran the MLIM High Conviction Strategy f...

Editorial

John Campbell has worked in Australian equities for 22 years on both the sell and buy side, primarily in an equity research capacity. Prior to setting up Avoca, his most ...

Financial planning

Perpetual’s Wholesale Ethical SRI Fund has been placed ‘on hold’ by Standard & Poor’s Fund Services due to the departure of portfolio manager ...

Financial planning

With fixed interest gaining attention, Janine Mace takes a look at what the future holds for the sector. ...

Financial planning

As the dust settles on the post-GFC world, Janine Mace discovers that the previously mundane world of fixed interest investments is now in vogue. ...

Editorial

Research Review is compiled by PortfolioConstruction Forum in association with Money Management, to help practitioners assess the robustness and disclosure of each resear...

Financial planning

Advisers remain wary of the liquidity problems the alternatives sector saw throughout the global financial crisis, but are still looking for that hedge fund type diversif...

Financial planning

Standard & Poor's has given the Advance Asian Equity Wholesale fund an 'on hold' rating, following the departure of two senior managers from the team....

Financial planning

India remains an attractive investment destination despite recent concerns over inflation and policy risks, according to Fidelity International....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 3 weeks ago

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

5 months ago

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

7 months ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

3 weeks 5 days 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...

1 week 1 day ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

2 weeks 4 days ago