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EQUITIES
Funds management
Six of the top 10 performing global equity environmental, social, and governance focused funds had fees below 0.9%, according to FE Analytics....
Funds management
Copia Investment Management will provide retail distribution and marketing support for ECP Asset Management....
Funds management
Global fund managers are becoming more defensive in their asset allocation, according to Bank of America Merrill Lynch, as they adjust to the geopolitical environment. ...
Funds management
Ophir Asset Management has expanded its range with a third small-cap fund, this one focused on global equities. ...
Funds management
The Australian exchange traded fund industry exceeded $55 billion in September with investors allocating more widely to fixed income than they have in the past....
Funds management
The Australian exchange traded product industry saw record net flows of $1.62 billion in September and the industry grew 33% to $55.9 billion over the 12 months....
Funds management
Investors looking for opportunities among small global caps should take an approach that emphasises quality, valuation and time characteristics, Eaton Vance says....
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....
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....
Funds management
Australian equity firm DNR Capital is expecting Australia to avoid a recession in the next year....
Funds management
Medical defence organisations representing health practitioners and medical students, Avant, has backed Quay Global Investors in global real estate equities....
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...
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...
Funds management
Long-term fundamentals remain attractive for China, says UBS, despite the noise and volatility surrounding the US/China trade wars. ...
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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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...