EQUITIES

Funds management

There is a preference for cyclical equities in areas such as green infrastructure while small-caps remain an attractive asset class after strong performance in 2021....

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Funds management

Traditional active equity funds did not see any new inflows for two years until the middle of 2020 when the environmental, social and governance boom took off....

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Funds management

Stretched equity valuations and poor fixed income yields are leading professional investors to increase their allocations to cryptocurrency....

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Financial planning

Financial advisers are expecting local shares to deliver capital gains of 3.5% over the next 12 months, according to Investment Trends....

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Funds management

Funds under management at Pendal have risen to almost $140 billion although sub-advised channels contributed to outflows as clients took profits....

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Funds management

Although returns have been strong across asset classes, the question remains whether market strength has been “built on a foundation of sand”, according to Maple-Brown Ab...

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Funds management

Despite a fall in global and Australian equities, exchange traded funds had the highest monthly net inflows in September with $2.9 billion entering the industry. ...

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Funds management

The investment manager believes the spread of the COVID-19 Delta variant has stabilised and the peak has now passed....

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Funds management

A significant correction in bond and equity markets is likely if the Federal Reserve jams on the monetary brakes, potentially challenging how multi-asset investors react ...

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People & Products

The MFS Global New Discovery Trust, which has been available in the US since 2011, will now be available to Australian and New Zealand investors....

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Funds management

Investors are backing investments which will offer only short-term gains, according to Prime Value, rather than backing companies which will have long-term sustainable gr...

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Funds management

Equities fund manager ECP Asset Management has appointed Justin Breen to its investment team....

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Funds management

Ahead of the Federal Reserve’s Jackson Hole symposium, high inflation might still present opportunities in small caps and in value stocks, according to American Century....

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Funds management

Janus Henderson has seen a 350% rise in performance fees, rising from $17.2 million in the previous quarter to US$77.4 million. ...

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Funds management

There is the possibility of the US 10-year bond yields hitting 1% within the next few weeks as the economy worries about the COVID-19 Delta variant spreading globally des...

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

3 weeks 3 days ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

4 weeks 1 day ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

1 week 2 days ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

4 days 18 hours ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

3 days 22 hours ago