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Showing 131 - 140 of 2700 results for "Holdings"

Family offices up equities, dial down alternatives: Goldman Sachs

KARREN VERGARA  |  FRIDAY, 12 SEP 2025
... infrastructure allocations were also higher at 11% as opposed to 9%. Meanwhile, fixed income was up by 1% to 11% and holdings in cash was steady at 12%. Furthermore, the survey found that public equity allocations returned to 2021 levels alongside a ...

FEATURE: Back in action

ELIZA BAVIN  |  FRIDAY, 12 SEP 2025
... sure to explain the risks associated with gearing to clients but adds that it does all it can to ensure the value of the holdings in a geared strategy never fall below the value of the loan, making them a much safer option than the pre-GFC years. "Nearly ...

GQG FUM rises $1bn in face of continued outflows

ELIZA BAVIN  |  THURSDAY, 11 SEP 2025
... and macro-economic volatility. In the March quarter, GQG slashed its consumer discretionary and information technology holdings to reposition for the "extraordinary market volatility" after US tariffs were rolled out. GQG also scaled back holdings in ...

Natixis IM adds distribution leads

KARREN VERGARA  |  WEDNESDAY, 10 SEP 2025
... considers each client's unique needs," he said. Early this year, Natixis announced its merger with Generali Investments Holdings to create a behemoth with €1.9 trillion ($3.2tn) in assets under management.

Ausbil launches active ETF

KARREN VERGARA  |  MONDAY, 8 SEP 2025
... way to generate regular monthly income from equities, with the potential for additional capital growth." DIVI's top holdings include Commonwealth Bank, BHP, CSL, Wesfarmers, ANZ and Telstra. A July performance update shows the fund was overweight ...

Perth man found guilty of $34m fraud

ELIZA BAVIN  |  MONDAY, 8 SEP 2025
... charges followed earlier Federal Court proceedings taken by ASIC against Marco and the company previously run by him, AMS Holdings (WA). In those proceedings, the Federal Court had, on 7 December 2020 ordered the winding up of the unregistered managed ...

Investors want regulatory clarity on digital assets: Binance

MATTHEW WAI  |  THURSDAY, 4 SEP 2025
... falling interest rates. This bullish sentiment has led to half of the surveyed users (49.4%) planning to increase their holdings and purchase additional Bitcoin over the next six months. "Bitcoin is riding a wave of momentum backed by strong tailwinds ...

IML debuts income-focused ETF

KARREN VERGARA  |  TUESDAY, 2 SEP 2025
... 5.9% p.a. The underlying fund is a managed fund overseen by portfolio managers Michael O'Neill and Tuan Luu. Top holdings include BHP Group, CSL, Brambles, CBA, NAB and The Lottery Corporation. O'Neill said the fund fills that gap for retirees ...

Montgomery to distribute digital assets fund

JAMIE WILLIAMSON  |  WEDNESDAY, 27 AUG 2025
... themselves." Montgomery's other partnerships include Australian Eagle Asset Management, Polen Capital and Aura Credit Holdings.

Invesco sells intelliflo to Carlyle Group

KARREN VERGARA  |  WEDNESDAY, 27 AUG 2025
... month, Carlyle partnered with Australian private credit manager amicaa to provide $240 million of debt financing to Tellus Holdings, an environmental services company. Carlyle recently divested its stake in Calastone, selling to SS&C Technologies Holdings ...