PORTFOLIO MANAGER
Superannuation
Australian fixed income investors are facing mark-to-market losses because of continuing uncertainty in global bond markets, according to asset manager Alliance Bernstein...
Editorial
The conundrum of low returns sets up a desire to take on greater risks. Taking responsibility and lowering risk during times of poor expected returns makes sense, accordi...
Funds management
The unsustainable nature of emerging Asia businesses highlights the importance of taking an active management approach and maintaining a high degree of conviction when in...
People & Products
Russell Investments Asia Pacific CEO departs his role as the company’s executive team goes through a reshuffle....
Editorial
How many winners do you need? Richard Skelt from Fidelity explains how investment performance is actually generated and asks whether the concept of ‘batting average’ is a...
Editorial
Asset allocation is typically sold as a simple stocks-versus-bonds split, but there is much more to it than that if you want an effective result. Bhanu Singh points to a ...
Financial planning
IOOF has secured access to the syndicated loan market for its national network of advisers. ...
Editorial
Active portfolio management will be a key means of tackling sector head-winds, writes Jonas Palmqvist....
Financial planning
Fund manager Legg Mason has picked up key mandates in partnership with IOOF....
Editorial
Although they haven’t exactly broken out the champagne, life has become a lot easier for fund managers over the past 12 months. Janine Mace examines the implications for ...
Funds management
Investors give fund managers thumbs-up for costs, but look for greater disclosure at fund level. ...
Funds management
This year’s Money Management/Lonsec Fund Manager of the Year awards Rising Star is Itau Unibanco SA - a fund manager which has been operating in its Brazil home market si...
Funds management
PIMCO’s win in the Money Management/Lonsec Fund Manager of Year Awards for the Fixed Interest category marks the third year in a row that its EQT Wholesale Global Bond Fu...
Funds management
Hyperion can thank the high quality stocks in its Small Growth Companies fund for winning it the Australian equities small cap category in the 2013 Money Management/Lonse...
Funds management
Benchmark-unaware with low portfolio turnover, the MFS Concentrated Global Equity Trust (Wholesale) has been named Money Management/Lonsec Fund Manager of the Year in the...
Never miss the latest news and developments in wealth management industry
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...