PORTFOLIO MANAGER

Financial planning

Standard & Poor's Fund Services has lowered its rating on the Perpetual Wholesale Concentrated Equity Fund (CEF) from five to four stars and removed its 'on hold' rating,...

Funds management

The emergence of new boutique replicas within the safety of institutional structures mean fund managers can enjoy the benefits of boutiques without the headaches. Lucinda...

image
Editorial

Stock prices are driven by earnings. The greatest returns come from companies that can deliver positive earnings surprises relative to market expectations, according to B...

image
Editorial

Companies that are operating in growing markets, which have low levels of debt, pricing power and generate significant amounts of free cash and give most of that back to ...

image
Editorial

Eley Griffiths Group's Brian Eley remains moderately optimistic despite the short term outlook continuing to be choppy and sentiment conflicted....

image
Editorial

David Pace is a portfolio manager at Greencape Capital. He previously spent 13 years at Merrill Lynch Investment Managers where he ran the MLIM High Conviction Strategy f...

image
Editorial

John Campbell has worked in Australian equities for 22 years on both the sell and buy side, primarily in an equity research capacity. Prior to setting up Avoca, his most ...

image
Financial planning

Perpetual’s Wholesale Ethical SRI Fund has been placed ‘on hold’ by Standard & Poor’s Fund Services due to the departure of portfolio manager ...

Financial planning

With fixed interest gaining attention, Janine Mace takes a look at what the future holds for the sector. ...

image
Financial planning

As the dust settles on the post-GFC world, Janine Mace discovers that the previously mundane world of fixed interest investments is now in vogue. ...

image
Editorial

Research Review is compiled by PortfolioConstruction Forum in association with Money Management, to help practitioners assess the robustness and disclosure of each resear...

image
Financial planning

Advisers remain wary of the liquidity problems the alternatives sector saw throughout the global financial crisis, but are still looking for that hedge fund type diversif...

image
Financial planning

Standard & Poor's has given the Advance Asian Equity Wholesale fund an 'on hold' rating, following the departure of two senior managers from the team....

Financial planning

India remains an attractive investment destination despite recent concerns over inflation and policy risks, according to Fidelity International....

Financial planning

T. Rowe Price has announced the launch of its Australian equity capability, which is likely to happen at the end of November, according to director for Australia and New ...

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

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

19 hours ago

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

5 days ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

3 weeks 3 days ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

2 weeks 4 days 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 ...

3 days 22 hours ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

3 days 1 hour ago