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Showing 131 - 140 of 889 results for "Conviction"

Jupiter AM awards distribution mandate

KARREN VERGARA  |  TUESDAY, 22 OCT 2024
... to proactively engage with asset owners and consultants introducing several of Jupiter's differentiated and high conviction public market capabilities," he said. This month, Jupiter acquired the investment team of five and £800 million ($1.6bn) ...

Australian equities rise, but global markets preferred: Morningstar

ANDREW MCKEAN  |  MONDAY, 21 OCT 2024
... rates last month. Mega-cap stocks rebounded after having exhibited weaker performance in previous months. Morningstar's conviction in US equities has, nevertheless, softened, though it stops short of considering them an "outright danger." "... our conviction ...

CBA's conviction on December rate cut has 'dipped'

ELIZA BAVIN  |  FRIDAY, 18 OCT 2024
... Aird said that despite the strong jobs data, the bank is sticking to its expectations for a rate cut in 2024. "The conviction we have in our call for a 25bp December cut to the cash rate has dipped. But while the risk has firmly shifted to a later start ...

Best and worst performing ETFs revealed

ELIZA BAVIN  |  MONDAY, 14 OCT 2024
... overall, with investors likely seeking exposure to the booming US tech sector. The least popular ETF was the Magellan High Conviction Trust (MHHT). The outflows of $458 million occurred on the back of a good one-year performance, with the ETF returning ...

PineBridge brings flagship lifecycle fund down under

MATTHEW WAI  |  MONDAY, 30 SEP 2024
... product range in Australia, appealing to investors' core global equity appetite via a differentiated lifecycle, high conviction approach, combined with disciplined benchmark aware risk management," Grobler said. The fund uses tools to identify mispricing ...

Soul Patts sees profits slide 28%

ELIZA BAVIN  |  THURSDAY, 26 SEP 2024
... grow the portfolio and manage investment risks. "Our strategy of long-term commitment to building value, strength in conviction when making investment decisions, and unconstrained mandate to invest where we can extract the highest quality returns, continues ...

Magellan makes internal PM moves

ELIZA BAVIN  |  TUESDAY, 24 SEP 2024
Magellan Asset Management has moved around the portfolio managers for three of its funds. The Magellan High Conviction Trust, the Magellan Global Equities Fund and the Magellan Global Fund will be affected by the changes, effective today. Alan Pullen ...

Former industry fund chief in new role

ELIZABETH FRY  |  FRIDAY, 13 SEP 2024
... "Lachlan brings a strategic approach and a sharp focus on financial precision, which will be vital as we enhance our high-conviction product offerings," he said. "His expertise will strengthen key areas essential to the firm's future to ensure we're ...

Macquarie AM, PSP Investments sell AirTrunk stake to Blackstone, CPP Investments

MATTHEW WAI  |  THURSDAY, 5 SEP 2024
... Investments taking a 12% stake. "This is Blackstone at its best - leveraging our global platform to capitalize on our highest conviction theme. AirTrunk is another vital step as Blackstone seeks to be the leading digital infrastructure investor in the ...

Inflation eases in July

ELIZA BAVIN  |  WEDNESDAY, 28 AUG 2024
... electricity prices 16.5% lower than they would otherwise be. "All up, the RBA is likely firmly on hold until it gets further conviction of falling underlying inflation from the more detailed and reliable quarterly CPI report. And it will likely require ...