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CASH
Funds management
The $2.8 billion flagship Schroder Real Return fund is holding its lowest weighting to equities since inception in 2008, as its managers are opting to hold cash for unexp...
Funds management
Cash levels by fund managers have continued to fall, reaching 5.3% in January, while allocations to US equities have “collapsed” to an 18-year low....
Funds management
Munro Partners is awaiting a downward movement in earnings estimates before it puts cash in its Global Growth fund back to work but is concerned the market is failing to ...
Funds management
US equities are the most-appealing equity option for investors in 2023, according to Amundi, but it will be worth moving into global equities later in the year....
Funds management
Global fund managers are holding a net overweight to bonds for the first time since 2009, according to a monthly survey by Bank of America....
Funds management
Global economic sentiment among fund managers has plunged to new lows, with cash holdings at a record high amid stagflation expectations, according to Bank of America....
Funds management
Global fund managers are at maximum bearish sentiment with fears of a recession causing them to hold the highest cash weightings since post-9/11....
Funds management
2021 saw $15 billion in inflows by investors, compared to just $1.9 billion seen in 2019, as investors put cash they had saved during the pandemic to work in the market....
Financial planning
Consumers have indicated they are ‘more likely to save’ in the current market environment which poses an opportunity for advisers to ensure they are not letting clients’ ...
Superannuation
Research from SuperRatings highlights how much worse off a super balance could be worth if it makes permanent decisions based on short-term market moves, showing the valu...
Funds management
There is an extra $124 billion sitting in cash in banks since the pandemic and advisers have a job to do to encourage investors to put this back into markets....
Funds management
As investors seek defensive places to store cash, there is still a disparity in returns for cash funds, according to data....
Funds management
Investors are seeking the safe havens of cash amid rising bond yields as a cash exchange traded fund sees the highest inflows in April, according to BetaShares, and appea...
Funds management
Investors will have to take on more risk in their defensive asset classes as the RBA cash rate will be too low for the next few years, according to Fidelity. ...
Funds management
The successful trial of two COVID-19 vaccines plus the election of Joe Biden as US president-elect has led to the “most bullish” fund manager sentiment all year....
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...