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....
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...
The likelihood of an oil shock and rate hikes triggering a global recession has increased and is now “reasonably large”, according to Robeco....
As the price of iron ore reaches a six-month high, how are Aussie commodity stocks performing and which funds could benefit?...
With increased focus on energy-efficient resources following the COP26 conference, Money Management explores which resources funds have offered the best returns....
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...
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...
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. ...
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...
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. ...
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....
Gold has not generated the usual contrarian returns it does during market downturns, despite being in better shape than other commodities....
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....
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. ...
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...
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....