BT Financial Group coined 2005 the “year of the disconnect”, because of the various anomalies occurring in the developed versus underdeveloped share markets and economies...

Small cap initial public offers generated outstanding returns for investors in 2005, eclipsing the performance of their larger company counterparts on average by 15 per c...

Only one retail fund has featured among the top 10 rankings in a SuperRatings survey of balanced super fund performances last year....

Superannuation investors have enjoyed a second consecutive year of returns in the double-digits according to the 2005 Mercer Pooled Fund Survey, with the median fund in t...

Diversified balanced and growth funds have long been seen as an easy solution for the core of an investment portfolio, or even the whole of some (especially smaller) port...

Zurich Financial Services has joined the chorus of local fund managers urging Australian investors to look to offshore equity markets for out-performance in 2006....

Abstract Long...

Four funds have been upgraded and there have been no downgrades in Lonsec’s latest hedge fund sector review, which excludes long/short equity funds....

Superannuation funds with strong allocations into alternative assets were able to largely withstand a downturn in October, according to the latest data released by Sydney...

The investment and planning world seems to be dividing into two camps with respect to “alternative” investment strategies and assets (hedge funds, managed futures, commod...

The real story of financial planning recruitment this year is not that the prevailing skills shortage continues to broaden, but that there has been no corresponding rise ...

The recent stellar performance of commodity markets has prompted the separate release of two capital guaranteed commodity products for retail investors by Macquarie Portf...

At the recent PortfolioConstruction Conference, US-based Randall Lert, chief portfolio strategist with Russell Investment Group, gave the keynote address. With a worldwid...

As Australian superannuation fund trustees look for ways of extracting even better returns for members, State Street Global Advisers has issued a sobering assessment of i...