EQUITIES

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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Expert Analysis

There are still investment opportunities in Chinese equities this year, Jonathan Wu writes, and looking at the nation’s instant noodle sales can help you understand why....

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Funds management

With Australian broad cap equities taking a tumble last year, Money Management thought it would be apt to review which of those funds gave investors the best start to 201...

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Superannuation

Defined contribution assets in pension markets have overtaken defined benefit assets for the first time in what could be construed as a vote of confidence in Australia’s ...

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Funds management

The past year has seen greater interest from pension funds and other assets owners in small cap equity strategies whether regional or global, according to bfinance’s stud...

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Funds management

Money Management looked at the performance of equity funds to see which funds hit the bottom quartile for the first time in a decade....

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Funds management

While indicators are currently pointing to an overweight positioning in emerging markets (EM) equities the macroeconomic environment remains hostile in the short term....

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Funds management

The recent sharp market sell-off is classically late cycle, but it sets a challenging backdrop for many asset classes, according to Janus Henderson. ...

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Funds management

A new listed investment company, Tribeca Global Natural Resources, has commenced trading on the Australian Securities Exchange....

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Funds management

Investment management boutique Firetrail has launched its new listed investment company, Firetrail Absolute Return Limited....

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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 4 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 2 days ago