PORTFOLIO MANAGER

Funds management

An actively-managed approach to portfolio allocation has yet again seen Aberdeen Asset Management’s Emerging Opportunities Fund take out the top spot in the global equiti...

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Financial planning

Ratings house Zenith has maintained its ‘recommended' rating on the Select Alternatives Portfolio (SAP) despite the replacement of former portfolio manager Robert Graham-...

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Editorial

Coaxing clients back into property post-GFC may not be as hard as some imagine, so long as you get the balance right, writes Damian Fitzpatrick. ...

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People & Products

Fabio Ferro joins Wealth Enhancers as portfolio manager....

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Funds management

Morningstar’s review of the Asian equities and emerging markets funds space in 2012 has seen one downgrade and two upgrades, with Colonial First State achieving the highe...

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Editorial

Although the use of derivatives provides extra income, it comes at a price. Tom Whitelaw provides an overview of derivative equity income funds....

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Editorial

Historically low interest rates in developed countries have helped government bonds become star performers, but is this all about to change?...

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Funds management

Fidelity concerned that many investors fail to analyse what drives higher yields within companies....

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Funds management

The growth of local emerging market debt is a sustainable long-term trend that Australian investors are yet to take advantage of....

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Funds management

Investors should consider adding a “stability bucket” to a portfolio to help protect against downside risk, according to Chris Marx, portfolio manager of AllianceBernstei...

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Editorial

The benefits of active management in the debt market can help investors steer clear of a wide range of problems, explains Warwick Boys....

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Superannuation

Global diversification in bonds is just as important as it is in equities. Restricting your exposure to a single market is a risk for which you might not be compensated, ...

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Funds management

Global markets are awash with liquidity and the medium prospects for equities looks good when compared to bonds, according to Epoch Investment Partners chief executive Bi...

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People & Products

Elan Miller has been appointed senior portfolio manager of Pengana Capital's Australian Equities Market Neutral Fund....

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People & Products

Former BlackRock equities specialist Jonathan Koh has been appointed to the role of investor at boutique Australian equity manager Greencape Capital....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 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 ...

3 months ago

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

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 2 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks 5 days ago