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Showing 1011 - 1020 of 8727 results for "Report 384"

Aussie small caps, property funds in the red

KARREN VERGARA  |  WEDNESDAY, 21 JUN 2023
Australian small cap and property investors experienced a rough 12 months of disappointing performance as macroeconomic conditions batter returns that ended up well in the red. Rainmaker's Wholesale managed funds April report shows that the property ...

SMSFs brace for more reforms: Expert

KARREN VERGARA  |  TUESDAY, 20 JUN 2023
As June 30 approaches, self-managed superannuation funds (SMSFs) must brace themselves for more regulatory reforms that could impact their hard-earned savings, according to a superannuation expert. HLB Mann Judd superannuation partner Mitchell Markwick ...

High value investors playing it safe: Report

CHLOE WALKER  |  TUESDAY, 20 JUN 2023
Defined as the top 10% of investors by wealth and trading volume, high value investors (HVIs) have shifted their appetites when it comes to financial risk, according to the ASX Australian Investor Study 2023. While the report noted an even distribution ...

Bank of England launches first system- wide stress test

CASSANDRA BALDINI  |  TUESDAY, 20 JUN 2023
The Bank of England (BoE) overnight launched its first system-wide stress test to understand the behaviours of banks and non-bank financial institutions (NBFIs) in volatile financial markets. Recent chaos across UK markets has led to the system-wide ...

Fidelity hires former Lonsec investment chief

CASSANDRA BALDINI  |  MONDAY, 19 JUN 2023
Former Lonsec chief investment officer Lukasz de Pourbaix has been appointed to the role of global cross-asset specialist and will be based in Sydney. He will report to Fidelity Australia managing director Lawrence Hanson and work closely with clients ...

Labor advances super performance test changes

KARREN VERGARA  |  MONDAY, 19 JUN 2023
As the government unveils a raft of updates to the superannuation performance test, due to take effect in August, some trustees are worried that it subjects Choice products to a rigid criterion. As previously flagged, all products will be subject to ...

SMSF advisers navigate new regulation: Survey

CHLOE WALKER  |  FRIDAY, 16 JUN 2023
New policy proposals, including indexation of the transfer balance cap and the $3 million cap present a variety of engagement opportunities for SMSF advisers, according to Investment Trends' latest report. The 18th annual edition of the 2023 SMSF Adviser ...

Australia to see strong flow of HNWs

CHLOE WALKER  |  THURSDAY, 15 JUN 2023
More than 5000 high-net-worth individuals are expected to migrate to Australia this year. According to Henley & Partners' Private Wealth Migration Report, Australia saw a net inflow of 3800 HNWs last year. This is expected to increase substantially ...

SWFs double in size, eye alternatives

JAMIE WILLIAMSON  |  THURSDAY, 15 JUN 2023
The world's sovereign wealth funds (SWFs) have doubled their assets under management in the last decade. Preqin's latest Sovereign Wealth Funds 2023 report shows AUM held by funds now totals US$10.4 trillion, as at March end. Notably, US$4.3 trillion ...

Willis Towers Watson names global investments lead

JAMIE WILLIAMSON  |  WEDNESDAY, 14 JUN 2023
Willis Towers Watson will have a new global head of investments, effective July 1. Diya Luke has been appointed to the role, replacing Chris Ford who is set to retire this month. She has been with WTW for almost two decades, first as an investment consultant ...