The underperformance of the Magellan Infrastructure fund was significantly driven by the portfolio’s lack of investment in oil-related firms, according to its manager....
A quarterly analysis of Australian equity funds found those with responsible investment principles were outperformed by those holding energy and materials stocks. ...
The rising oil price is unlikely to change Australian Ethical’s view of fossil fuels but the company is not shunning all types of energy exposure....
AMP has appointed a new chief financial officer as James Georgeson departs after more than 20 years with the firm....
Janus Henderson analysis has flagged a US$7.7 billion reduction in the value of dividends paid to Australian shareholders....
As the price of iron ore reaches a six-month high, how are Aussie commodity stocks performing and which funds could benefit?...
There is “little consensus” about the direction of markets in the next few months, according to Federated Hermes, as markets navigate a fraught geopolitical climate....
The cyclical trade in equities may already be waning, according to AXA IM, in a rising equity market with energy and financials less likely to outperform. ...
Over the past four weeks, energy investments have accounted for 36% of Bank of America’s private clients’ assets under management. ...
AMP Capital has announced it has established a 50/50 partnership with Sterlite Power Transmission for the development of energy transmission projects in India....
A victim of the March sell-off by being affected by lockdowns and border restrictions, energy and resources saw a boost last month as the market gains optimism from a pot...
There has been an ‘atypical’ rotation of stocks since the announcement of the COVID-19 vaccine trials with companies with the lowest levels of profitability outperforming...
Fund managers should avoid ignoring energy companies as they will be vital as Australia transitions to decarbonisation....
As we enter a new financial year, Money Management explores which sectors had the best performance during the full year 2019/20....
Gold has not generated the usual contrarian returns it does during market downturns, despite being in better shape than other commodities....
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....