ASSET ALLOCATION

Funds management

“Even the best pilots can’t control turbulence”, believes Lonsec chief investment officer Nathan Lim, indicating a need for advisers to hold defensive assets in client po...

Funds management

Global fund managers are the most bullish they have been in more than two years, the latest Bank of America manager survey has shown....

Funds management

JPMAM has identified five key sources of diversification to complement traditional 60/40 stock-bond allocations and combat the impacts of macroeconomic shocks....

Funds management

Two Schroders investment executives have emphasised the value of active management amid a volatile backdrop, citing the ability to move between asset classes as key to at...

Funds management

A report by financial technology firm FinClear has identified six portfolio characteristics of successful high-net-worth investors....

Funds management

T. Rowe Price remains neutral on Australia in its multi-asset portfolios as it believes there are still risks to its earnings outlook and further rate increases from the ...

Funds management

Money Management is pleased to launch a new white paper focused on portfolio construction with exclusive commentary from seven asset managers....

Funds management

With the belief that markets are oscillating between fragility and resilience, the investment manager has outlined three themes it expects to see in the third quarter of ...

Funds management

Amid market volatility, wealth managers have been prioritising portfolio mix resilience for their high-net-worth clients to fortify long-term value over quick returns, ac...

Funds management

Despite the early-year rebound in the equities market and expectations of an easing in monetary policy conditions, equities and long-term bonds remain out of favour with ...

Funds management

J.P. Morgan Asset Management is “warming up” to going back to equities after holding an underweight position and would strengthen this position if there is a signal infla...

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Funds management

The speed and aggressiveness of central bank hikes is concerning State Street Global Advisors as it believes the world is on the brink of overtightening and 2023 will con...

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Funds management

Monetary tightening and China’s policy shift away from COVID zero could translate to Australia avoiding a recession in 2023, VanEck suggests. ...

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Funds management

The global investment management firm has released its latest asset allocation report, remaining cautious on future earnings expectations in Australia ...

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Funds management

State Street Corporation and the International Forum of Sovereign Wealth Funds have released a report detailing the shift away from risky assets by large institutional in...

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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...

3 weeks 2 days ago

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

4 weeks ago

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

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

1 week 1 day ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

3 days 19 hours ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

2 days 23 hours ago