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EQUITIES
Funds management
Bracing for the high likelihood of a recession, Schroders’ model investment portfolio in 2023 will be overweight bonds up to 50%, according to its top executives....
Funds management
The “era of easy money” is coming to a close, according to Fidelity, as the risk of a 2023 recession increases and inflation nears its peak....
Funds management
Rising interest rates and a slowing economy will make earnings growth harder to come by in 2023, according to Ausbil, but companies which can pass on inflationary pressur...
Financial planning
The typical Aussie investor invests for the long term through direct mutual funds and equities, has a high risk tolerance but their engagement with asset allocation is lo...
Funds management
Schroders has begun increasing the equity weighting in its multi-asset portfolios after falling as low as 17.5% as it believes the risks are now more finely-balanced....
Expert Analysis
High-quality growth stocks are expected to perform relatively strongly in the next phase of the economic cycle, writes Tim Richardson....
Funds management
Over $2 billion was wiped from managed funds in the second quarter of 2022, with Australian investors negative on every category of equity fund in June, except Australia,...
Funds management
Crowding by investors into defensive stocks means they cease to be defensive, according to Platinum, but certain global consumers stocks still look attractive....
Funds management
While bargains are less obvious than in March 2020, there are still opportunities in markets for a well-diversified portfolio....
Features
Investors are keeping an eye on three factors in markets, writes Alexandra Cain, which could drive positive performance in 2022....
Funds management
American Century Investments is predicting growth in the diversity of the small-cap universe toward the end of this year as stockpickers shift to identifying companies wh...
Funds management
Australian stocks are set to see relative outperformance in the second half of the year, according to T. Rowe Price, despite encountering difficulties in the first half....
Funds management
Australian shares have lagged behind the US for much of the past decade but there are several reasons to think their recent outperformance can continue for some time, acc...
Funds management
Investors have withdrawn US$5.2 billion from Janus Henderson’s quantitative equities arm in the past quarter, prompting the firm to announce it will sell the division aft...
Funds management
The US Federal Reserve looks set to start raising interest rates in the coming months, but investors could be unprepared for the effect this might have on markets....
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MARKET INSIGHTS
Podcast
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....