australian equities

Editorial

PortfolioConstruction Forum asked the major funds research houses for an update on their on their most recent projects....

Financial planning

S&P upgrades one, downgrades one

Research house Standard & Poor's Fund Services (S&P) has downgraded a BlackRock fund to two stars and upgraded a Schroders fund to five in its style-neutral peer group, p...

Financial planning

Prepare for the upswing, says Lachlan

Rather than panicking and selling their shares, investors should be watching the markets for signs of the expected recovery, according to wealth management firm Lachlan P...

Financial planning

nabInvest acquires Aviva Investors

NAB's direct asset management business, nabInvest, has today announced the acquisition of investment manager Aviva Investors Australia. ...

Financial planning

Market downturn to trigger product innovation

The second market downturn in three years may prompt super fund and platform sectors to finally start developing more protected growth linked retirement income solutions,...

Financial planning

Cyclical stocks undervalued due to interest rates

Australian retailing stocks are trading at close to their lowest valuation in 15 years, but an ease in interest rates may very well provide the catalyst for a market reco...

Editorial

Separately managed account benefits weighed up

Lin Ngin looks at how separately managed accounts (SMAs) operate and explores some of the features and benefits on offer as well as some of the current limitations....

Financial planning

Four alternative strategies retain 5 star rating - S&P

CFS Wholesale Equity Income, K2 Australian Absolute Return, Platinum International and Platinum Asia have all maintained a 5 star rating in Standard & Poor's latest repor...

Editorial

International markets - the state of play

With talk of interest rate rises shifting to the possibility of a rate cut, Dr Ron Bewley weighs up the outlook for asset classes in Australia and abroad....

Policy & Regulation

FOFA reforms come under fire from financial planners

Federal Government moves to ban risk commissions have been labelled 'poor policy' amid entrenched financial planner opposition to the FOFA reforms. This and more in the l...

Funds management

Boutique fund managers find the best of both worlds

The emergence of new boutique replicas within the safety of institutional structures mean fund managers can enjoy the benefits of boutiques without the headaches. Lucinda...

Financial planning

Uncertainty plaguing investors: Aberdeen

The sharemarket is stagnating in the current environment and could either deteriorate or resume its growth trajectory, investors have been warned....

Financial planning

NabInvest acquires stake in US-based manager

National Australia Bank's (NAB's) direct asset manager business, nabInvest, has acquired a non-controlling interest in the US-based Altrinsic Global Advisors for an undis...

Editorial

Portfolio manager profile: John Campbell, Avoca Investment Management

John Campbell has worked in Australian equities for 22 years on both the sell and buy side, primarily in an equity research capacity. Prior to setting up Avoca, his most ...