EQUITIES

Funds management

Investors looking for opportunities among small global caps should take an approach that emphasises quality, valuation and time characteristics, Eaton Vance says....

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Funds management

Legg Mason’s affiliate Martin Currie has said it was springtime value for Australian equities as its company results were broadly in line with expectations....

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Financial planning

The latest earnings season was the ‘weakest for many years’ with many areas of the S&P ASX 300 looking overly expensive, according to State Street....

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Funds management

Australian equity firm DNR Capital is expecting Australia to avoid a recession in the next year....

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Funds management

Medical defence organisations representing health practitioners and medical students, Avant, has backed Quay Global Investors in global real estate equities....

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Features

Laura Dew writes that the mixed asset sectors offer investors ‘the best of both worlds’ by allowing them to hold a varied range of assets in one fund which can be rebalan...

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Financial planning

Boutique fund manager, Prime Value Asset Management, has broadened its product offering following the appointment of former Garrison’s financial planning founder, John Si...

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Funds management

Long-term fundamentals remain attractive for China, says UBS, despite the noise and volatility surrounding the US/China trade wars. ...

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People & Products

GQG Partners has hired Daniel Bullock from Magellan as director of wholesale markets Australia as the US firm looks to expand....

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Funds management

Fidelity has moved underweight to equities in the near term, down from a neutral position, with focus on technology and financial stocks. ...

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Funds management

Investors were avoiding exposure to stocks with franking in the run-up to the election, with DNR Capital warning they should not base investment decisions solely on tax. ...

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Funds management

Global equity markets continued to rally in June as Australian equities continue to overperform, but there are cautions over stock selection as equity market gets more ex...

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Funds management

The latest research from Zenith Investment Partners shows that considering equity duration can be a powerful tool in constructing investment portfolios....

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People & Products

Deutsche Bank has announced it is shutting its equities division, potentially leading to job losses from the firm’s base in Sydney....

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Expert Analysis

Technical and academic portfolio construction doesn’t always suit the real world. Rob Thompson outlines factors advisers can consider to firmly focus their clients’ inves...

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