The single stock limit of a fund is important to consider when it comes to how concentrated a fund should be, according to Datt Capital....

There has been a “significant escalation” in the use of illiquid assets, according to BT, despite liquidity being “more important than ever” since the market dislocations...

Despite Australian small caps underperforming large ones in the first quarter of 2021, there are still five funds that returned over 100% over the past year. ...

Centuria Capital Group is to merge with Primewest, creating a real estate fund manager with combined $15.5 billion in assets under management. ...

While small caps are leading markets globally, there has been a reversal in Australia where small caps underperformed large caps in the first quarter....

Those investors who have only invested in the stockmarket in the past year are likely to be challenged in the next few weeks as the market undergoes a pullback, according...

The firm will also aim to have a 50% reduction to net zero emissions by 2030 in its fully discretionary delegated investment portfolios. ...

Seeking cyclical exposure, investors have moved to be most overweight to the banking sector for the first time since May 2018, according to Bank of America. ...

After years of Brexit negotiations, the UK is the cheapest market in the world, leading to an AMP retirement fund buying into the country for the first time. ...

After periods of lockdown, global consumers are aggressively shopping, according to J.P. Morgan Asset Management, presenting opportunities in retail stocks....

Contrary to claims that they exacerbated market movements, exchange traded funds provided stability and liquidity during last year’s market downturn, according to Millima...