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Showing 111 - 120 of 836 results for "Morningstar"

Rest chief investment officer departs

ELIZA BAVIN  |  FRIDAY, 4 OCT 2024
... super fund said it would begin a comprehensive search to appoint a new chief investment officer. Lill joined Rest from Morningstar Investment Management where he had been responsible for the Americas mutual fund and managed portfolio operations. Prior ...

Acadian, Yarra among most commonly used external managers by super funds

ANDREW MCKEAN  |  THURSDAY, 26 SEP 2024
... external investment managers; these are the most popular ones in traditional public asset classes, according to a Morningstar report. For Australian equities, the top managers by funds under management are IFM Investors, Yarra Capital, Paradice Investment ...

Industry funds dominate ASX

ANDREW MCKEAN  |  WEDNESDAY, 25 SEP 2024
... access to private markets - their scale is a double-edged sword, causing investment process challenges, according to a Morningstar report. "A mega fund making an active tilt between stocks will find it difficult to transact at scale and in a timely manner ...

Regal sets eyes on Platinum takeover

ELIZA BAVIN  |  TUESDAY, 17 SEP 2024
... close yesterday, the Platinum share price was $1 and jumped to $1.14 at the open today following the announcement. Morningstar equity analyst Shaun Ler said the proposed acquisition appears reasonable, with a 14% takeover premium to its fair value and ...

abrdn closes hedge fund

KARREN VERGARA  |  FRIDAY, 6 SEP 2024
... provided by BNP Paribas which provides synthetic exposure to the ASI Global Risk Mitigation 3x Index, according to Morningstar, and from time to time could invest in derivative instruments. "We have determined that terminating the fund is appropriate ...

ART appoints chief financial officer, promotes managers

ELIZABETH FRY  |  FRIDAY, 16 AUG 2024
... served as acting head of investment resilience and planning before Jody Fitzgerald came on board seven months ago from Morningstar. She arrived from QIC, where she served as an investment director for state investments. McHugh previously worked at First ...

Trump victory will jostle trade war, interest rates: Morningstar

KARREN VERGARA  |  FRIDAY, 9 AUG 2024
... Donald Trump will likely jostle inflation and interest rates, and stoke further trade wars with China, according to Morningstar. If Trump wins in November, Morningstar director of equity research for Australia and New Zealand Mathew Hodge warns investors ...

Positives remain at Perpetual, says Morningstar

JAMIE WILLIAMSON  |  THURSDAY, 25 JUL 2024
After Perpetual reported worse than expected outflows yesterday, Morningstar has lowered its fair value estimate for the 138-year-old wealth giant. However, it says things aren't all bad. In a quarterly update yesterday, Perpetual disclosed $8.9 ...

ANZ, Westpac 'the cheapest majors': Morningstar

ANDREW MCKEAN  |  MONDAY, 15 JUL 2024
... identified as the cheapest major banks in an "overvalued sector," while Commonwealth Bank was deemed expensive by new Morningstar research. Morningstar senior equity analyst Nathan Zaia said that the valuation divergence between Commonwealth Bank and ...

Australian ETF industry blazes past $200bn

ANDREW MCKEAN  |  WEDNESDAY, 10 JUL 2024
... also strong, more than double the $4.8 billion of net flows received in the first half of 2023. At the same time, Morningstar data shows that local unlisted funds had outflows of $3.8 billion over the same period. International and Australian equities ...