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South Australia recognised as 'economic leader'

ANDREW MCKEAN  |  MONDAY, 22 APR 2024
... Stephen Mulligan said the government has worked hard to strengthen the economy and that the report was proof of getting results. "South Australia's job market has been ranked the strongest in the nation, and significant investments in infrastructure ...

Small cap investors told to 'stop whinging'

ELIZA BAVIN  |  THURSDAY, 18 APR 2024
... rise and those stocks that haven't participated in the rally to be left behind. Companies that are delivering good results are seeing it reflected in share prices. Those that aren't, aren't." Johnson said the message for investors and companies ...

Two new ETFs for Franklin Templeton

KARREN VERGARA  |  MONDAY, 15 APR 2024
... sustainable business models, and proven management teams that are focused on the creation of shareholder value. We utilise the results of this analysis to build a concentrated, best-ideas portfolio of 35 to 40 stocks." The fund does not invest in securities ...

JANA appoints new investment trusts leads

ELIZA BAVIN  |  THURSDAY, 4 APR 2024
... and their proven track records and deep understanding of our organisation uniquely position them to deliver exceptional results for Investment Trust clients. "We look forward to seeing the positive impact they will undoubtedly bring to the team and the ...

Evolution of investment operations spurs new recruitment trends

JAMIE WILLIAMSON  |  TUESDAY, 2 APR 2024
... a lot of firms operating these kinds of traditional investment strategies are adopting a cost-out approach which often results in senior team members being made redundant. Further, Cleary said many firms now expect candidates to have an end-to-end skillset ...

HMC Capital acquires asset manager

ELIZA BAVIN  |  THURSDAY, 28 MAR 2024
... manager StratCap in a deal worth $43.7 million. HMC Capital announced its intention to acquire the company in its 1H FY24 results on February 20. The transaction is expected to close in Q2 CY24 and is subject to customary closing conditions, including ...

Why this fundie sees the economy making a hard landing

ANDREW MCKEAN  |  MONDAY, 25 MAR 2024
... this Australian reporting season hints at a hard landing. "After digesting the latest information from reporting season results and company meetings our analysis of the data and management commentary is that there is more pain ahead, and the path is ...

Why active managers are falling behind in emerging markets

ELIZA BAVIN  |  FRIDAY, 22 MAR 2024
... factor strategies fail because emerging markets have fragmented economic cycles and a single factor approach typically results in a single country dominating the portfolio, further reducing the effectiveness of the 'factor'. "Single factor approaches ...

Investors being influenced by the 'Powell pivot'

ELIZA BAVIN  |  WEDNESDAY, 20 MAR 2024
... stance against the benchmark. "This can be illustrated, for example, by the strong relationship between active managers' results and the performance of BB-rated versus investment grade bonds," it said. "Credit risk bias should not be viewed as a negative ...

Half of super funds to close in coming decade: Mercer

JAMIE WILLIAMSON  |  FRIDAY, 15 MAR 2024
... differentiated and high-quality service. Beyond additional choice, this creates competitive tension in the market and likely results in longer term fee savings for funds and their members," Dunn said. "We believe the Australian superannuation market ...
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