PORTFOLIO MANAGER

Funds management

The Lonsec/Money Management Fund Manager of the Year Award for responsible investment has gone to Perpetual’s Wholesale Ethical SRI Fund. ...

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...

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-...

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. ...

People & Products

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

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...

Editorial

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

Editorial

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

Funds management

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

Funds management

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

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...

Editorial

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

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, ...

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...

People & Products

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

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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 4 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