EQUITIES

Funds management

Downward earnings revisions and bearish signals are still indicating headwinds in the US economy in a similar way to 2008, despite any short-term market rallies, accordin...

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Funds management

There were two sectors that saw over half of their funds report positive gains over the year to 30 April, 2020, according to data....

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Funds management

The North America and Asia sectors have averaged losses but it is the Australia, Europe and emerging markets sectors that have performed the worst since the start of the ...

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Funds management

Over three quarters of funds focused on Japan have managed to beat their Asia Pacific counterparts with positive returns over the past year....

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Funds management

Six small and mid-cap Australian equity funds have managed to achieve positive returns over the past 12 months, despite small-cap indices suffering worse than their large...

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Funds management

Only two of 14 equity sectors have reported returns over the past 12 months as worldwide stockmarkets have plummeted due to COVID-19. ...

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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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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 4 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

1 week 6 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

2 weeks 5 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks 3 days ago