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Showing 1041 - 1050 of 3944 results for "Trend"

Mutual fund assets lose $1.3 trillion

ELIZA BAVIN  |  WEDNESDAY, 25 MAR 2020
... equity markets during February, with the S&P 500 Index down 8.2% and the MSCI World Index Ex USA down 8.9%. Cerulli said this trend will likely continue, with the World Health Organisation declaring COVID-19 a pandemic and numerous countries around the ...

Low rates support some bond managers: Report

ELIZA BAVIN  |  THURSDAY, 19 MAR 2020
The fall in interest rates has supported bond managers with a longer duration stance, according to new Morningstar research revealing the performance of fixed income houses during coronavirus-induced volatility. The report said fixed income, particularly ...

Best, worst equities performers in COVID-19 sell-off revealed

ALLY SELBY  |  WEDNESDAY, 18 MAR 2020
Latest insights show the fortunes of the 2019 equities rally laggards have changed, having so far come out on top during the COVID-19 crisis. Asia and emerging market strategies have topped their diversified global equities counterparts amid the dramatic ...

Stand still, get left behind

ELIZABETH MCARTHUR  |  MONDAY, 16 MAR 2020
The world of ESG integration into the investment process has moved ahead so rapidly that industry experts agree those who aren't yet on the bandwagon will likely be left behind. In order to keep up with the times, many firms have introduced proprietary ...

AXA IM in strategic overhaul

JAMIE WILLIAMSON  |  THURSDAY, 12 MAR 2020
AXA Investment Managers is splitting its asset management business in two, creating a dedicated alternatives business that will run alongside a strengthened core investments business. As such, AXA IM's leadership team has also been overhauled. AXA IM ...

Thematic investing grows threefold

ALLY SELBY  |  TUESDAY, 10 MAR 2020
... globally are actively managed, including more than 90% of assets under management in Europe," Morningstar said. "Bucking the trend is North America, where over 80% of thematic fund assets are passively managed. This reflects the success of thematic ETFs ...

Actuaries Institute appoints 2020 president

ALLY SELBY  |  MONDAY, 9 MAR 2020
The Actuaries Institute has appointed a new president for 2020, with eyes set on giving young actuaries a voice. Hoa Bui, currently also a director at KPMG Actuarial and partner-in-charge of actuarial and financial risk at KPMG Australia, has nabbed ...

ANU to help determine fate of SG increase

ELIZA BAVIN  |  FRIDAY, 6 MAR 2020
Australian National University (ANU) has been selected by the Morrison government to analyse whether wages will be harmed if the superannuation guarantee is increased to 12%. Robb Preston, manager of Treasury's retirement income policy division, told ...

Northern Trust climbs custody league tables

HARRISON WORLEY  |  WEDNESDAY, 4 MAR 2020
... trillion - just over 30% - is invested offshore. The data shows that an increased exposure to offshore markets is a long-term trend for Australian institutions. The corresponding figure at December 2009 was $396 billion or 22%." Brown said that while ...

Mid and small-caps outperform in 2019

ALLY SELBY  |  TUESDAY, 3 MAR 2020
... that smaller funds in this category tended to perform better than their larger peers," S&P Dow Jones Indices said. "This trend has been consistently observed in the SPIVA Australia Scorecards." 2019 wasn't a fantastic year for large-cap Australian equity ...