AIRLINES

Funds management

Acknowledging the national carrier “read the room wrong” in the past, Pendal’s equities head Crispin Murray believes Qantas is a very strong franchise being undervalued b...

Funds management

Travel stocks may have rallied from the announcement of the vaccine but Schroders “struggle to understand” how they can be trading at pre-pandemic levels given the contin...

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Funds management

Even in a steady state, airlines will not grow any faster than pre-pandemic levels, according to Lumenary’s Lawrence Lam....

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Funds management

The Platinum International fund has begun “carefully” increasing its exposure to the beaten-up travel sector....

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MARKET INSIGHTS

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

1 month 3 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 month 4 weeks ago

Interesting. Would be good to know the details of the StrategyOne deal....

2 months ago

SuperRatings has shared the median estimated return for balanced superannuation funds for the calendar year 2024, finding the year achieved “strong and consistent positiv...

2 weeks 2 days ago

Original bidder Bain Capital, which saw its first offer rejected in December, has returned with a revised bid for Insignia Financial....

1 week 2 days ago

The FAAA has secured CSLR-related documents under the FOI process, after an extended four-month wait, which show little analysis was done on how the scheme’s cost would a...

1 week ago