FE ANALYTICS

Financial planning

The Australian stock market fell by more than 3.5% last week over fears of escalations in the US/China trade war. ...

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Funds management

Investors looking for short-term gains should consider large-cap funds over their small-cap peers with small and mid-caps fund taking up to five years to outperform their...

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Funds management

Focusing on quality stocks has become more important than ever, according to Nikko Asset Management, as social and political change causes uncertainty in markets. ...

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Funds management

The fund is aimed to act as a diversifier, income generator, and can offer a liquid alternative that might have a lower default risk....

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Funds management

Indian funds have taken a hit over the last year as small and mid-cap Indian funds experience volatility, according to Fiducian....

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Funds management

Kapstream Capital has changed the benchmark of its $5.9bn Absolute Return Income Fund to more closely reflect the strategy of the fund and the manager. ...

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Financial planning

There has been a 35% increase in clients seeking to reduce their UK exposure since Boris Johnson was elected as UK Prime Minister, according to financial advisory group d...

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Funds management

An active and a passive fund have achieved the same returns over five years, making them the joint best-performing funds in the ACS Fixed Interest – Australia Bond sector...

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Funds management

A ‘significant value opportunity’ exists for micro-cap investors as the gap widens between them and small-cap stocks. ...

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Funds management

The prospect of central banks globally cutting rates – as our own Reserve Bank has done twice already – has seen equities stocks rise and bond yields do the reverse, rais...

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Funds management

Technology stocks are likely to be most vulnerable from a US/China trade war, say Principal Global Investors, describing the battles as a ‘technology cold war’. ...

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Funds management

The addition of Kuwait to the MSCI Emerging Markets index should encourage investors to consider emerging markets through a Middle East and North Africa perspective, says...

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Funds management

The impending Royal Commission changes are impacting not just financial firms but individual funds as WaveStone Capital said its holding in Link Administration detracted ...

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Financial planning

With the cut in interest rates by the Reserve Bank of Australia, investors are looking to cash or enhanced cash funds in order to achieve better returns while maintaining...

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Features

Laura Dew writes that the K2 Australian Absolute Return fund has seen mixed results after a decision to move to 70 per cent in cash. ...

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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 ago

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

3 weeks 5 days 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. ...

5 days 23 hours 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. ...

1 day 14 hours ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

4 weeks 1 day ago