EQUITIES

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....

image
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...

image
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. ...

image
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...

image
Funds management

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

image
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....

image
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...

image
Funds management

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

image
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...

image
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...

image
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...

image
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...

image
Funds management

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

image
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....

image
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....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

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

3 weeks 4 days ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 month ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

1 week 2 days ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

5 days 10 hours ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

4 days 14 hours ago