Outlining the three sectors likely to do well in current market conditions, this portfolio manager explains why it is too simplistic to lean on large caps and blue-chip c...
With the belief that markets are oscillating between fragility and resilience, the investment manager has outlined three themes it expects to see in the third quarter of ...
The equities asset manager has promoted Blake Dowsett, a founding member of Touchstone, to the newly created role of head of research....
Nobel Prize winner Harry Markowitz, creator of the modern portfolio and efficient frontier theories, has died in California aged 95....
Asset allocators are cutting their exposure to both cash and equities as they await a meaningful downward surprise to interest rates....
The “old playbook” of “buying the dip” does not apply in the current economic environment, with risk assets unlikely to benefit from rate relief any time soon, according ...
Wealth manager and stockbroker Ord Minnett has paid $888k to comply with an infringement notice from the Markets Disciplinary Panel regarding a buy-back....
The $250 billion Future Fund is moving back to active management for its equity allocations, six years after stating it was “nigh on impossible” for active managers to ad...
Investor appetite for equities is set to recover as markets “look through the valley” to the other side of the bear market, according to the fund manager. ...
Investors are the most underweight to equities relative to bonds since the Global Financial Crisis as fears of a credit crunch drive up fixed income allocations....
Equity funds saw outflows of more than $500 million in the first quarter of 2023, the highest proportion since the start of the pandemic. ...
The $2.8 billion flagship Schroder Real Return fund is holding its lowest weighting to equities since inception in 2008, as its managers are opting to hold cash for unexp...
The Australian ETF industry’s FUM increased by $1.3 billion in February with investors opting for ETFs focused on domestic equities. ...
The strong market rally during January and February has left Bell Asset Management nervous of the potential earnings disappointment to come....
J.P. Morgan Asset Management is “warming up” to going back to equities after holding an underweight position and would strengthen this position if there is a signal infla...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....