GQG enters new year with record FUM

GQG-Partners/Pacific-Current-Group/

| By Rhea Nath |

In its latest update, the global investment boutique has reported quarterly net inflows of US$1.8 billion, driving its funds under management as at the end of 2023 to record highs.

AUTHOR

Rhea Nath

Rhea L Nath is a journalist at Money Management. She has previously worked as a business reporter with Dynamic Business and journalist in the multicultural media with Indian Link Media Group. In 2022, she was named Young Journalist of the Year at the NSW Premier’s Multicultural Communications Awards.

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Morningstar’s verdict on 2 Insignia acquisition bids

insignia/insignia-financial/M&A/morningstar/

| By Laura Dew |

Financial planning

With Insignia shares up 32 per cent in the past month and the firm enacting a five-year growth plan, Morningstar believes the two recent acquisition bids from private equity firms demonstrate the company is undervalued.

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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Magellan reports H2 FUM figures

Magellan/Andrew-Formica/David-George/

| By Laura Dew |

Funds management

Magellan has shared its average funds under management for the second half of 2023 as it reports a second month of rising assets thanks to improved institutional flows.

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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How much did super return in 2023?

SuperRatings/Superannuation/superannuation-funds/performance/Kirby-Rappell/

| By Laura Dew |

Superannuation

SuperRatings has revealed the estimated annual performance of balanced superannuation funds for 2023, welcoming the “strong return to form” after losses in the previous year.

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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Clime seeks to boost profitability with TIP tie-up

Clime-Investment-Management/Madison-Financial-Group/

| By Laura Dew |

Funds management

Clime Investment Management has entered into negotiations about a strategic business alliance with listed investment house Teaminvest Private Group in a move to return the firm to profitability.

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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The outlook for AI investments in 2024

artificial-intelligence/technology/

| By Rhea Nath |

Funds management

With artificial intelligence garnering significant investor interest and inflows over the last year, fund managers are bracing for the many opportunities and risks stemming from these investments.

AUTHOR

Rhea Nath

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US recession and Trump presidency forecasts on investors’ minds

US-economy/Global-X-ETFs/American-Century/recession/Donald-Trump/

| By Jasmine Siljic |

Funds management

According to two investment professionals, investors are bracing for a US recession in 2024’s first quarter, alongside a potential Trump presidency by November, as likely outcomes in the coming year.

AUTHOR

Jasmine Siljic

Jasmine Siljic is a journalist at Money Management. Prior to joining MM, she also worked across other Momentum Media brands as an intern and cadet journalist. She recently completed a Bachelor of Media and Communications at Macquarie University.

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Money Management’s top 10 stories of 2023

financial-advice/funds-management/quality-of-advice-review/ASIC/super-funds/mergers-and-acquisitions/

| By Jasmine Siljic |

People & Products

As the year comes to a close, Money Management has collated the top 10 most read stories of 2023 – from super fund performance to financial advice reforms.

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Jasmine Siljic

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RBA activity prompts T. Rowe Price to take Aussie bond overweight

T-Rowe-Price/bonds/

| By Laura Dew |

Funds management

T. Rowe Price is beginning 2024 with an overweight to Australian bonds as it believes the Reserve Bank is lagging other markets when it comes to easing monetary policy.

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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Micro-AFSL trend to continue in 2024: Wealth Data

Wealth-Data/self-licensed/licensees/

| By Jasmine Siljic |

Financial planning

The financial advice profession can expect to see more advisers forming their own practice instead of sticking with major licensees in 2024, leading to greater industry competition, says Wealth Data’s Colin Williams.

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GQG enters new year with record FUM

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Rhea Nath

Rhea 's social profiles:

Morningstar’s verdict on 2 Insignia acquisition bids

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Laura Dew

Laura 's social profiles:

Magellan reports H2 FUM figures

AUTHOR

Laura Dew

Laura 's social profiles:

How much did super return in 2023?

AUTHOR

Laura Dew

Laura 's social profiles:

Clime seeks to boost profitability with TIP tie-up

AUTHOR

Laura Dew

Laura 's social profiles:

The outlook for AI investments in 2024

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Rhea Nath

Rhea 's social profiles:

US recession and Trump presidency forecasts on investors’ minds

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Jasmine Siljic

Jasmine 's social profiles:

Money Management’s top 10 stories of 2023

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

RBA activity prompts T. Rowe Price to take Aussie bond overweight

AUTHOR

Laura Dew

Laura 's social profiles:

Micro-AFSL trend to continue in 2024: Wealth Data

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