equities

Funds management

Magnificent Seven still offering upside after rally: Fidelity

Clients may be asking their adviser whether there is still value in the US technology names after their rally, but Fidelity International’s Lukasz de Pourbaix believes th...

Funds management

Three fund managers expand their ETF suites

Three solutions providers – Betashares, Franklin Templeton and Russell Investments – have all launched new ETF products, including one range which uses gearing to help bu...

Funds management

The need for high barriers to entry in fund management

High entry requirements are vital to ensure fund management remains competitive, according to Blackwattle’s managing director Michael Skinner, as the firm approaches its ...

Funds management

Meet the Manager: Christopher Chen of American Century Investments

In the latest Meet the Manager profile, Money Management speaks with Christopher Chen, senior investment director, Asia-Pacific, at American Century Investments. ...

Funds management

Over $700m Aussie flows withdrawn from equity funds

According to Calastone, 2023 was the first year since 2019 that Australian investors were net sellers of equity funds, as they turned their heads towards the promise of f...

Funds management

Fund managers most bullish on rates in 23 years

Global fund managers are starting the year with an optimistic mindset and “have never been as bullish” on the prospect for short-term interest rates, according to Bank of...

Funds management

Expect equities to rally in H2: Principal

The excessive levels of cash held in money market funds is poised to fuel a significant rally in risk assets this year, according to Principal Asset Management, but it wi...

Funds management

Aviva Investors moves overweight duration for the first time in three years

The asset manager has moved overweight duration for the first time in three years as it believes the rate hiking cycle has concluded, as well as moving overweight UK and ...

Funds management

Cash weightings begin to fall after RBA pause

Investors are entering 2024 with high weightings to cash but allocations are starting to fall in favour of equities as the RBA opts to hold rates....

Funds management

Beyond the ‘Magnificent Seven’: AI opportunities outside tech

While these fund managers believe the earnings story from AI outside the tech sector is likely to only play out by 2025, here’s how they’re stock-picking in the meantime ...

Funds management

Datt Capital launches Aussie small cap fund

The boutique equity investment manager has announced the launch of a new fund in the small cap space, with high expectations of outperformance ahead. ...

Funds management

Bearish recession fears pushed out for fund managers

Fund managers are the least bearish since February 2022 with cash weightings shifting into equities and 42 per cent expecting no recession in the next year, according to ...

Funds management

Worst of the earnings recession behind us: JPMAM

With markets having already experienced an ‘unsynchronised recession’, the asset manager expects a re-acceleration of big tech in the coming quarters and suggests the wor...

Funds management

2023 reporting season marks a ‘cleansing opportunity’: Tribeca

Market watchers can expect to see one of the most volatile reporting seasons in the coming weeks which could bring up buying opportunities, according to this portfolio ma...

Funds management

Managed funds suffer record $2.8bn outflows in Q2

Although emerging markets managed to buck the trend, riskier assets such as equities, property, and mixed asset funds have seen record outflows in the second quarter of 2...