PORTFOLIO MANAGER
Financial planning
India remains an attractive investment destination despite recent concerns over inflation and policy risks, according to Fidelity International....
Financial planning
T. Rowe Price has announced the launch of its Australian equity capability, which is likely to happen at the end of November, according to director for Australia and New ...
Financial planning
Underpinning Schroders’ success in the multi-sector category is Lonsec’s high opinion of the firm’s underlying capabilities, strong risk management framework and strong p...
People & Products
BlackRock Investment Management has recruited a former National Australia Bank proprietary trader to manage one of its global funds....
Financial planning
A thorough understanding of the quality of a company and its relative valuation are the reasons behind the success of Perpetual Investments' Shares Plus Long Short Fund, ...
Financial planning
It may be relatively new on the funds management scene, but Macquarie Professional Series' IFP Global Franchise Fund has certainly made a name for itself in the Australia...
Financial planning
Privately owned Fidelity International's performance and established long-term track record were winning factors in its success in taking out this year's Australian Equit...
People & Products
Research house Standard and Poor's Fund Services (S&P) has given an 'on hold' rating to the Perpetual Wholesale Concentrated Equity Fund, following the announcement that ...
People & Products
Equity Trustees has appointed John Terlikar to manage its EQT Mortgage Income Fund in the lead-up to the retirement of the incumbent, Joe Aszodi....
Editorial
An issue that confuses advisers is widely different ratings for the same fund. The Five Oceans Wholesale World Fund is a case in point, with ratings from investment grade...
Editorial
Fund managers remain divided regarding the merits of alternatives, with some financial planners ignoring the sector entirely, writes Benjamin Levy....
Financial planning
Investors should ignore bond benchmarks if they want to avoid bad investments, according to Brandywine Global Investment managing director and portfolio manager of fixed ...
Financial planning
Standard & Poor's Fund Services' ratings on two funds managed by Aviva Investors have been unaffected by the announcement that Michael Brown has left the firm....
Editorial
With climate change at the forefront of many investors’ minds, now may be the time to get started with an environmental, social and governance approach to investing...
People & Products
Jonathan Armitage has joined MLC Investment Management as portfolio manager, moving from Schroders' global equities division in London....
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...