PORTFOLIO MANAGER
Financial planning
Single-manager diversified funds have outperformed their multi-manager peers over the past year, according to Lonsec's latest review of the sector....
Funds management
Bottom-up fundamental analysis and strong quantitative tools led to inclusion on platform....
Funds management
High quality corporate bonds offer Australian investors historically high yields in the short to medium term, despite an anticipated surge in government debt issuance, ac...
Financial planning
MMC Contrarian and Valuestream Investment Management have announced that they have entered into a share sale and purchase agreement....
Financial planning
David Cooper warns of the potential pitfalls and traps for investors in the increasingly diverse multi-manager industry....
People & Products
Former UBS investment group small companies portfolio manager takes Integrity role. ...
Financial planning
Former Morgan Stanley portfolio manager will launch a new investment management company to run fund....
Financial planning
DAVID WHITTEN explores the long short investment universe....
Funds management
Fund manager Maple-Brown Abbott points to benefits flowing from ESG investing when it is done well....
Funds management
Continuing issues with Australian property market makes it difficult to add value for investors; developing Asian property fund to take advantage of future economic growt...
Financial planning
Standard & Poor's withdraws ratings on Colonial First State Property Securities Opportunities Funds after termination decision....
Financial planning
Active management of the fund, choosing the right assets at the right time and focusing on generating positive returns are the reasons behind the success of K2 Asset Mana...
Financial planning
Small businesses are often the most vulnerable in an economic downturn, but that doesn’t mean there are no opportunities for investors. The key is being able to identify ...
Financial planning
With no style bias in its investment equation, ING Investment Management has maintained its position in the market, according to its director of real estate securities, J...
Funds management
Integrity Investment Management may be a relative newcomer to the Australian equities space, but its team of managers is anything but inexperienced. ...
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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...