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Showing 121 - 130 of 6339 results for "Stocks"

Super funds covet more global equities: Research

KARREN VERGARA  |  MONDAY, 19 MAY 2025
... research for Australia and New Zealand Jason Steed, shows super funds are collectively underweight in US mega-cap technology stocks or the Magnificent 7. "The growth of super funds' global equities portfolios, both in absolute size and as a percentage ...

Inside Colonial First State's fund manager selection overhaul

ANDREW MCKEAN  |  FRIDAY, 16 MAY 2025
... the market in its totality, at least from a risk management perspective, and are more open to investing in all types of stocks. For example, he cited a deep value manager, previously in the portfolio, whose performance profile was one where "when they ...

Labor vs Liberal: Which government is better for Australian stocks?

ANDREW MCKEAN  |  MONDAY, 12 MAY 2025
Labor has secured 93 of the 150 seats up for grabs in the House of Representatives, with a few still in doubt - more than Kevin Rudd or Bob Hawke claimed in their maiden election victories - but does this historic win over the Coalition spell bad news ...

US financial market dominance can't last indefinitely: MSCI

ANDREW MCKEAN  |  MONDAY, 12 MAY 2025
... the developed world saw effectively zero earnings growth. It's also true, he said, that the multiples of US mega-cap stocks - of which there are fewer than 40 companies, including the Magnificent Seven, have traded at more than twice that of emerging ...

ETF Shares introduces three ETFs on Cboe

KARREN VERGARA  |  MONDAY, 5 MAY 2025
... Magnificent 7+ ETF (HUGE) all invest in US shares and charge a management fee of 0.29%. BEST invests in the largest 100 US stocks based on superior quality characteristics, defined as free cash flow margin, and free cash flow return on invested capital. ...

The top Australian small-cap fund, year after year

ANDREW MCKEAN  |  FRIDAY, 2 MAY 2025
... all of them, and got on to them early," he said. Though generating strong returns isn't about just picking the right stocks - it's about backing them with conviction, he said. He said that means making them significant positions in the portfolio ...

REITs see best start versus equities in a decade: Principal AM

ANDREW MCKEAN  |  THURSDAY, 24 APR 2025
... officer and portfolio manager Kelly Rush explained that a notable defensive rotation is underway this year, benefiting REIT stocks. Rush said President Trump's "ambitious policy actions" aimed at reshaping the US economic landscape and foreign policy ...

Australian equity fund manager in a league of its own: Mercer survey

ANDREW MCKEAN  |  THURSDAY, 24 APR 2025
... large and small cap indices. "The volatility of the last few weeks has given us more opportunities to deploy capital, as stocks previously on our watchlist have come much closer to prices we'd be willing to pay," Shevelev added. Following Forager, the ...

Prime Financial Group buys Lincoln Indicators

JAMIE WILLIAMSON  |  TUESDAY, 22 APR 2025
... Group deals with, it said. Lincoln Indicators runs Stock Doctor, which provides quantitative research identifying both stocks with downside risk and Star Stocks, those Lincoln Indicators believes to have strong financial health. Stock Doctor also guides ...

VanEck to intro RMBS, India ETFs

JAMIE WILLIAMSON  |  TUESDAY, 15 APR 2025
VanEck will soon list two new ETFs, one being an RMBS strategy and the other investing in Indian growth stocks. The VanEck Australian RMBS ETF (ASX: RMBS) will give investors access to a residential mortgage-backed securities strategy, which VanEck ...