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EQUITIES
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. ...
Financial planning
Investors need to resist being ruled by their emotions when it comes to market especially in times when investor confidence is low....
Funds management
The upcoming earnings season will be the first opportunity to see the damage COVID-19 has inflicted on firms, according to Pengana....
Tools & guides
With many fixed income options yielding less than 0%, core alternatives can provide stable income with a low correlation to equities, writes Pulkit Sharma and Jason DeSen...
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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....