SIMON SHIELDS
Funds management
Monash Investors has initiated a short position on Magellan as it is concerned the firm will get significantly smaller in light of its underperformance. ...
Funds management
Moving away from a closed-ended structure into an active exchange traded fund has been a successful move for the firm as it reports its first results in the new structure...
Features
Last year’s volatility has prompted several listed investment vehicles to move away from the structure but firms operating them say there are still benefits, writes Laura...
Funds management
The Listed Investment Companies and Trusts Association has disputed claims made by Monash Investors that the closed-ended structure is difficult to run, indicating the st...
Funds management
The firm has completed a three-year effort to restructure its Monash Absolute Investment Company into an exchange traded managed fund, admitting it was a mistake to opt f...
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...