SIMON DOYLE

Funds management

It is too early to think about rate cuts in Australia, according to Schroders, and even if they are paused for the time being, they could rise further over the next few y...

People & Products

Schroders Australia has appointed a new chief executive at the firm and a new portfolio manager for its multi-asset funds....

Funds management

The $2.8 billion flagship Schroder Real Return fund is holding its lowest weighting to equities since inception in 2008, as its managers are opting to hold cash for unexp...

Funds management

The current state of rising inflation is a pivotal point for markets used to an environment of ‘lower for longer’ and the industry needs to be prepared, according to Schr...

image
People & Products

Stuart Dear has been promoted to lead the fixed income team and will be responsible for $6 billion in funds under management....

image
People & Products

Tim Hallam has been appointed as its Australian private debt portfolio manager to grow and manage the fund’s private debt capability....

image
Features

Multi-asset funds can take the work out of choosing your asset allocation, but Chris Dastoor writes, that advantage can be best used to focus on specific outcomes rather ...

image
Financial planning

Investors are being over-optimistic with their return expectations and advisers need to manage these expectations to realistic levels, according to Schroders. ...

image
People & Products

Nicole Kidd has been appointed to the newly-created role of head of private debt for Australia at Schroders....

image
Features

With equities falling and rates at record lows, Laura Dew speaks to multi-asset managers on how they are utilising their flexible mandates to withstand volatile markets....

image
Funds management

Investors should embrace that after having benefitted from a relatively benign 2019, the volatility will come back in 2020, according to Schroders....

image
Expert Analysis

As local and global markets continue to endure political and economic impediments, investors are re-evaluating their return expectations. So, Simon Doyle writes, what’s a...

image
Features

Laura Dew writes that the mixed asset sectors offer investors ‘the best of both worlds’ by allowing them to hold a varied range of assets in one fund which can be rebalan...

image
Financial planning

Those looking to restructure portfolios to maximise investment returns in the absence of franking credits should cast an eye offshore, according to a panel of investment ...

image
Funds management

Schroders’ Real Return Fund, which was launched in the middle of the Global Financial Crisis, has reached a 10-year milestone....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

3 weeks 3 days ago

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

4 weeks 1 day ago

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

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

1 week 2 days ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

4 days 20 hours ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

4 days ago