Investors have voted with their wallets and given a big thumbs up to low-cost passive investment funds and a big negative to active investors after the miserable performances seen in 2018 – especially the final quarter.
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Meanwhile, four-year-old fund manager, Watermark has found the global share market scene too tough and is selling its international holdings and retreating to Australia.
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Wealth manager Magellan Financial’s fund flows stood out in the December quarter and a better outlook has prompted several brokers to review their ratings.
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In this Informed Investor video James McBeath, Portfolio Manager at Paradice Investment Management explains what is behind the current volatility in global markets and examines the macroeconomic factors set to impact markets in 2019.
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The monthly survey from Bank America Merrill Lynch shows a deep bearishness now grips big global investors who have headed for safe havens like bonds.
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Douglas Isles from Platinum Asset Management explains how teamwork is just as much a key to success at the investment desk as it is on the sporting field.
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As 2018 draws to a close with continued volatility in global equity markets, consistent returns and solid long-term growth are becoming increasingly difficult to find. Steven Hall, Head of Direct Property at Australian-based fund manager Charter Hall, proposes Direct Property as an asset class that may fill that bill.
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In this video interview with Informed Investor, Scott Kelly, Portfolio Manager at DNR Capital, explains what retirees can do to reduce their exposure to sequencing risk.
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In this video interview with Informed Investor, David Ho from the ASX discusses how the mFund platform has performed so far and what the future holds for this ASX-run trade execution and settlement service.
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Q1FY19 was a challenging quarter for microcap managers but the majority of managers navigated the market well with the average manager posting a return of +2.6% for the quarter.
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GTN provides real-time information to radio and television stations (affiliates) across Australia, Canada, UK and Brazil.
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Michael Cantara from MFS discusses ESG factors and the role they play in today’s investment process.
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In this Informed Investor video Sam Twidale, Portfolio Manager at DNR Capital explains why the market might be underestimating software solutions provider Bravura Solutions (ASX:BVS).
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In this Informed Investor video Hugh MacNally, Director and founder of Private Portfolio Managers explains why the firm continues to hold Amcor in their portfolios.
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In this video ETF Securities Kanish Chugh examines the key movements over the past week in the Australian ETF market.
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Sarah Shaw from Bennelong’s 4D boutique Fund talks with Informed Investor about how the different investment choices within infrastructure make it a more flexible asset class than investors understand.
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In this video, Franklin Templeton’s Chris Siniakov talks to Informed Investor about the current state of the global economy.
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Growth stocks have strongly outperformed their value peers. Informed Investor spoke with DNR Capital’s Jamie Nicol to hear his thoughts on whether or not they have run too hard.
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Irrespective of what you might think about their coffee, one fact cannot be denied: with 29,000 stores around the world, Starbucks is a global corporate force to be reckoned with.
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Big global investors are now very worried about the fallout from Donald Trump’s trade war with America’s allies and China and as a result, they have gone all negative on some shares (not the US and not mega techs) and on some economies.
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The UK property team of L1 Capital led by Mr Kee Gan has launched a limited offer UK residential property fund (L1 Capital UK Residential Property Fund 2).
Read MoreA handful of Paul Keating era pooled development funds survive as listed companies. Two of them -Authorised Investment Fund and Acrux – have taken measures to revive their fortunes so that investors one day may enjoy the full benefits of the PDF structure.
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While the big four banks and AMP remain firmly in the sights of the royal commission, a larger conversation is taking place within the industry’s boardrooms.
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You don’t often find a fund manager that you’ve never heard of who has delivered a 36.9% annual return. Even less often an Australian based award-winning Long Short manager with $3b under management.
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If you met Dalton Street Capital’s Alan Sheen, you’d swear he was a professional rugby player.
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