POWERED BY MOMENTUM MEDIA
PORTFOLIO MANAGER
Financial planning
Underpinning Schroders’ success in the multi-sector category is Lonsec’s high opinion of the firm’s underlying capabilities, strong risk management framework and strong p...
People & Products
BlackRock Investment Management has recruited a former National Australia Bank proprietary trader to manage one of its global funds....
Financial planning
A thorough understanding of the quality of a company and its relative valuation are the reasons behind the success of Perpetual Investments' Shares Plus Long Short Fund, ...
Financial planning
It may be relatively new on the funds management scene, but Macquarie Professional Series' IFP Global Franchise Fund has certainly made a name for itself in the Australia...
Financial planning
Privately owned Fidelity International's performance and established long-term track record were winning factors in its success in taking out this year's Australian Equit...
People & Products
Research house Standard and Poor's Fund Services (S&P) has given an 'on hold' rating to the Perpetual Wholesale Concentrated Equity Fund, following the announcement that ...
People & Products
Equity Trustees has appointed John Terlikar to manage its EQT Mortgage Income Fund in the lead-up to the retirement of the incumbent, Joe Aszodi....
Editorial
An issue that confuses advisers is widely different ratings for the same fund. The Five Oceans Wholesale World Fund is a case in point, with ratings from investment grade...
Editorial
Fund managers remain divided regarding the merits of alternatives, with some financial planners ignoring the sector entirely, writes Benjamin Levy....
Financial planning
Investors should ignore bond benchmarks if they want to avoid bad investments, according to Brandywine Global Investment managing director and portfolio manager of fixed ...
Financial planning
Standard & Poor's Fund Services' ratings on two funds managed by Aviva Investors have been unaffected by the announcement that Michael Brown has left the firm....
Editorial
With climate change at the forefront of many investors’ minds, now may be the time to get started with an environmental, social and governance approach to investing...
People & Products
Jonathan Armitage has joined MLC Investment Management as portfolio manager, moving from Schroders' global equities division in London....
Financial planning
Former UBS small cap specialists John Campbell and Jeremy Bendeich have launched Avoca Investment Management in partnership with Bennelong Funds Management....
Editorial
Going global with your infrastructure investments can yield a more defensive portfolio, with more stable returns and lower volatility, writes Perry Lucas....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
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....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...