EQUITIES

Funds management

Chinese equities have outperformed US, Japanese, UK, and European equities with a loss of 4.5% over the month of March, and a loss of 7.7% over the financial year to date...

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Funds management

Fixed income funds during the first quarter of the year offered greater potential for returns than equities, according to data....

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Funds management

The relative performance of three sub-universes of targeted volatility, socially responsible investing and long short, outperformed the index in Q1, according to Mercer....

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Funds management

The Magellan Global fund’s exposure to Microsoft has boosted the fund as the stock became the beneficiary of the move to online working while hospitality exposure has bee...

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Funds management

T. Rowe Price is “leaning into weakness” created by the COVID-19 pandemic by adding exposure to high yield bonds and equities....

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Financial planning

Although we may enter a recession over the next couple of quarters, there are key signals to look for that will signify the crisis hitting its peak, according to a T. Row...

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Financial planning

Google searches by investors looking to ‘buy stocks’ increased 663% between the last week of February and the second week of March as investors try to find cheap equities...

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Funds management

China-focused portfolio manager, Value Partners, has pointed to the pace at which Chinese companies are normalising their operations in circumstances where the country wa...

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Funds management

The move to remote working has meant strong growth for stores such as JB Hi-Fi and Officeworks as consumers boost their technology needs while others prepare for self-iso...

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Funds management

While many Australian equity funds are suffering, two ETFs are managing to achieve strong gains as a result of their short positioning....

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Policy & Regulation

Large market participants have been ordered by the Australian Securities and Investments Commission to reduce market trades by 25% as the regulator moves to bring order....

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Funds management

A New Zealand healthcare firm is one of the few stocks to see a material increase in its share price in light of COVID-19....

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Funds management

While there has been much focus on the struggles of technology stocks such as WiseTech and Webjet, there are several others which are bucking this trend with double-digit...

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Funds management

The Australian stockmarket will have “quite a bit further to fall” before it rebounds again, with March economic numbers expected to be “terrible” as a result of the coro...

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Funds management

As Australians stockpile groceries and supplies in the event of being quarantined, which of the two leading supermarkets are winning the war?...

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MARKET INSIGHTS

GG

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