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| | | ... we have always and continue to think that it's the whole portfolio that matters." "Having said that obviously, the equities and credit performed poorly and in line or roughly in line with the markets. So it was defensive overlay positions -- currency ... |
| | | | ... at Deutsche in Sydney and London. Upon leaving AMP Capital in 2017 - where he was chief investment officer of global equities and fixed income - Beardow joined the firm, which has managed wholesale investor capital, in a series of managed accounts, since ... |
| | | | ... the report, arguing the trial had been terminated early due to low enrolment, making the results inconclusive. Although equities slightly rebounded on Gilead's statement, the day of trade ended relatively flat. The Dow Jones closed up just 0.17%, after ... |
| | | | ... Prior to that, markets were at an all-time high, experiencing a 10-year bull run, so many funds had a high exposure to equities. To break away from the norm would risk under-performing. Matthew Griffith, head of portfolio construction and risk at JANA ... |
| | | | COVID-19 shut downs and volatility are not holding back a Sydney-based boutique's plans to launch a new fund. Contact Asset Management tested its new small/mid cap fund via a paper portfolio for 18 months, before hitting launch in mid-March. The ... |
| | | | Paul Moore's PM Capital Global Companies was the worst performing global equities fund in the March quarter in Morningstar's universe, while a Stewart Investors fund came out on top. In the March quarter, while the local S&P/ASX Small Ords Total Return ... |
| | | | ... exposure over the last few weeks. "We've been taking a defensive stance - we're at about half of our usual exposure for equities, as defined by our NAA," Somaia said. "Maybe equity markets will look through the short term - but in reality we think we're ... |
| | | | ... financial decisions. "Markets in quarter one were extremely volatile particularly in March, with significant falls in equities, fixed income and key commodities impacting our assets under management. We have seen some recovery since the quarter-end ... |
| | | | Morningstar has revealed the Australian equities funds that topped and tanked during the March quarter, which ended with S&P/ASX 200 falling nearly 30% from its February 20 all-time high. The quarter saw the main benchmarks for large cap Australian ... |
| | | | ... switching to cash and withdrawing funds," Howes said. Fidante Partners FUM fell 11% to $56 billion, but received inflows into equities as superannuation funds and other institutional investors rebalanced. On annuity sales, Howes said adviser channel ... |
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