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EQUITIES
Funds management
Reasons cited by Aussies for not investing included a preference to keep money in a bank account, belief it was too risky and lack of financial education. ...
Funds management
Holding a low weight to financial stocks is the common denominator between those Australian equity funds which have reported double-digit gains over the past year. ...
Funds management
One small-cap fund investing in Australian equities has returned more than 140% over the past six months but may be ignored by investors as it sits in the Asia Pacific ex...
Funds management
Currency hedging has delivered better results for fixed income investors, as opposed to equity investors, according to research from Dimensional....
Funds management
Investors should consider increasing their equities allocation to the technology sector as a means of dealing with heightened uncertainty and the likely increased market ...
Funds management
Pengana chief investment officer Rhett Kessler said he was “vomit buying” after lowering his Australian equities fund’s cash weighting as a response to the market downtur...
Funds management
Dividend cuts during reporting season is an important reminder that a long-term outlook is required for generating income from equities, according to First Sentier Invest...
Superannuation
Investors are likely to place themselves in ‘immense risk’ in the future as their portfolios will need to be 100% allocated to equities if they want to make returns from ...
Funds management
The typical 60/40 split for equities and bonds is at risk in the current environment and financial advisers are putting clients at risk by sticking with them, according t...
Funds management
As this week marks five years since the launch of the United Nations’ Sustainable Development Goals, how have Australian sustainability funds performed over that period?...
Funds management
Despite tech stocks leading the US markets this year, Pengana has now completely exited large-cap technology companies in its International fund....
Funds management
Despite the average Australian equity fund returning 41% over the last five years, fears of underperformance and hidden fees are the biggest challenges for firms to dispe...
Funds management
The country has fallen behind both developed and emerging market regions when it comes to equity performance....
Funds management
A high weighting to consumer discretionary stocks has worked in favour of Australian equity funds with those funds significantly outperforming their peers and two reporti...
Funds management
The ASX Small Ordinaries returned 7.25% in August and one fund has returned 23% over the past year. ...
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...