OIL

Funds management

The underperformance of the Magellan Infrastructure fund was significantly driven by the portfolio’s lack of investment in oil-related firms, according to its manager....

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Funds management

The outperformance of growth equities is “over for the foreseeable future”, according to Natixis Investment Managers, with rising inflation ranked as the biggest market r...

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Funds management

The likelihood of an oil shock and rate hikes triggering a global recession has increased and is now “reasonably large”, according to Robeco....

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Funds management

As the price of iron ore reaches a six-month high, how are Aussie commodity stocks performing and which funds could benefit?...

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Funds management

With increased focus on energy-efficient resources following the COP26 conference, Money Management explores which resources funds have offered the best returns....

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Funds management

With the IPCC releasing a worrying report on climate change, can investment in the oil majors be justified and how can investors work with them to improve their practices...

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Funds management

While oil prices are up 30%, the returns for Australian oil producers have been muted since the start of the year as the impact of the COVID-19 pandemic has reduced deman...

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Funds management

Less than a quarter of Australians expect indices to increase in value over the next 12 months but this remains higher than the global average. ...

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Funds management

Oil will be ‘the paraffin’ of the future, according to Ninety One strategist Michael Power, as investors abandon investing in the sector over environmental, social and go...

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Funds management

GMO’s emerging market fund has been investing in Russia due to news about Putin, economic sanctions, and the fact that it is very cheap. ...

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Features

The record low oil price would ordinarily be a benefit for oil importers, writes Laura Dew, but the COVID-19 pandemic means these are anything but ordinary times....

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Funds management

Gold has not generated the usual contrarian returns it does during market downturns, despite being in better shape than other commodities....

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Funds management

Although emerging markets offer unique exposure to both COVID-19 and the oil price crash, Western Asset sees value in the higher quality part of the market....

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Funds management

Funds exposed to the oil and gas sector are coming under pressure as the oil price turns negative but, so far, are managing to outperform the sector. ...

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Funds management

The average infrastructure fund has lost 15% during Q1 as the lockdown restrictions impact toll roads, airports and oil pipelines but this remains a higher rate of return...

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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...

1 month 3 weeks ago

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

2 months ago

Interesting. Would be good to know the details of the StrategyOne deal....

2 months ago

SuperRatings has shared the median estimated return for balanced superannuation funds for the calendar year 2024, finding the year achieved “strong and consistent positiv...

2 weeks 2 days ago

Original bidder Bain Capital, which saw its first offer rejected in December, has returned with a revised bid for Insignia Financial....

1 week 2 days ago

The FAAA has secured CSLR-related documents under the FOI process, after an extended four-month wait, which show little analysis was done on how the scheme’s cost would a...

1 week ago