Fidelity is betting on gains for insurance firms in its Australian equity portfolios, at the expense of the big four banks. ...
The recent failures of US banks, Silicon Valley Bank (SVB) and Signature Bank, have unnerved investors globally, writes ST Wong....
Higher interest rates have helped deliver a 10 per cent boost to the major banks’ collective earnings, but weakening economic activity and heightened competition have dim...
Magellan has begun positioning its $7.3 billion Global portfolio for a recession, which it believes is a likely scenario this year....
Investors are accused of being ‘theme junkies’ as they chase the latest mega-trend but which theme has seen the strongest returns over the past year?...
As ANZ announces a $1.5 billion on-market buyback, this was a “strong indicator” that bank dividends could continue to rise for the next 12 to 24 months, according to Pla...
The cyclical trade in equities may already be waning, according to AXA IM, in a rising equity market with energy and financials less likely to outperform. ...
Seeking cyclical exposure, investors have moved to be most overweight to the banking sector for the first time since May 2018, according to Bank of America. ...
Following the lifting of the dividend restrictions by the Australian Prudential Regulation Authority, Money Management tallies which financials are paying the highest div...
Investors can be hopeful of being able to rely on dividends again as first half 2021 results have been the strongest for several years, according to AMP....
Earnings for the first half of the financial year for the firm were $2.1 million, prompting the firm to resume paying dividends....
Nikko Asset Management is still looking to IOOF despite the company reporting a downturn of $0.4 billion in funds under management....
One particular bank’s shares fell over 30% last year and Airlie Australian Share fund has now exited the position....
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. ...
Magellan Financial Group is the only listed financial firm to have reported positive returns in the first half of 2020 with returns of 3.1% as the company funds under man...
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....