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Showing 91 - 100 of 216 results for John McDuling

Clash of the titans on housing bubble

JOHN MCDULING  |  FRIDAY, 29 OCT 2010
The debate over an Australian housing bubble resurfaced this week and two of the world's leading investment houses are on opposite sides of the argument. GMO's Jeremy Grantham, a self-confessed student of asset price bubbles and an outspoken believer ...

The hidden costs hurting returns

JOHN MCDULING  |  FRIDAY, 29 OCT 2010
... this strategy. Implementation leakage garners much less attention but it can detract almost as much from member's returns. John Moore, head of implementation services at Russell Investments in Tokyo told Financial Standard that hidden implementation ...

More disclosure pose unintended risks

JOHN MCDULING  |  THURSDAY, 28 OCT 2010
Increased board disclosure on issues such strategy can have the unintended consequence of confusing investors, some of Australia's leading company directors said. Speaking at the launch of research commissioned by the Australian Council of Superannuation ...

Goodman makes play for $1.2 billion ING REIT

JOHN MCDULING  |  THURSDAY, 28 OCT 2010
Goodman Group, along with "three major pension and sovereign wealth funds", has made a move for the ING Industrial Fund, it was revealed this morning. In a statement to the ASX, ING said it had received a "highly conditional" proposal from the consortium ...

Northern Trust launches accounting platform

JOHN MCDULING  |  THURSDAY, 28 OCT 2010
Northern Trust, provider of custody services to Australia's largest fund - the Future Fund - has launched a new investment accounting platform tailored for the local market. The web-based platform combines local expertise and specialised reporting to ...

Rare opportunities in US real estate

JOHN MCDULING  |  WEDNESDAY, 27 OCT 2010
Australian super funds could be missing out on a once in a lifetime opportunity to add attractively priced, high yielding US property to their portfolios. So says Sentinel Real Estate Corporation, which has approximately US$4.5 billion in US property ...

Political heat rising on ASX takeover

JOHN MCDULING  |  TUESDAY, 26 OCT 2010
Politicians from both sides of the aisle have reacted cautiously to the Singapore Exchange's (SGX) takeover bid for the ASX. In a note to clients, JPMorgan analyst Russell Gill said he believed it would be difficult for the government to reject the ...

Singapore makes $8.4bn grab for ASX

JOHN MCDULING  |  MONDAY, 25 OCT 2010
The Singapore stock exchange, SGX, has made an $8.4 billion bid for the ASX - a move that could see Australia's major exchange become a mere divisional office to Singapore's, if the deal receives regulatory approval. Australian Securities Exchange shareholders ...

Perpetual rejects KKR, open to better offer

JOHN MCDULING  |  MONDAY, 25 OCT 2010
... Gill at JPMorgan argued that a bigger issue was retention of the company's asset management team, including head of equities John Sevior. Today's ASX statement addressed both issues, in an apparent attempt to assuage any fears within its institutional ...

Bottoms up

JOHN MCDULING  |  FRIDAY, 22 OCT 2010
Investors who view the world in macro terms often intuitively base their approach on a country's economic fundamentals. But new research suggests economic fundamentals may have little bearing on the performance of a country's stockmarket. According ...