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Showing 221 - 230 of 621 results for "Discretionary"

Extended lockdown could spur worst recession on record: Grattan

ALLY SELBY  |  WEDNESDAY, 1 APR 2020
... their incomes fall." Households not initially impacted by public health measures will eventually need to scale back discretionary spending to save cash during the downturn, he argued. "Those second-round effects are likely to be larger the more that ...

Portfolio rebalancing should be timed: Xplore

ELIZA BAVIN  |  FRIDAY, 27 MAR 2020
... greater visibility around market and price stability and also around earnings," Wright said. Wright said managed discretionary accounts (MDAs), as well as separately managed accounts (SMAs) have reaffirmed their status as an efficient structure to support ...

APRA heat map update in doubt

HARRISON WORLEY  |  MONDAY, 23 MAR 2020
... recalibrated its regulatory priorities to focus on COVID-19, including its anticipated consultation paper on managed discretionary accounts. The corporate regulator said the consultation was just one of several near-term, non-time sensitive activities ...

US senators in alleged COVID-19 insider trading

JAMIE WILLIAMSON  |  MONDAY, 23 MAR 2020
... saying: "Intercontinental Exchange maintains a Global Personal Trading Policy that prohibits insider trading and discretionary trading of stocks by its employees without the prior consent of the company." The Daily Beast said Loeffler and Sprecher made ...

Best, worst equities performers in COVID-19 sell-off revealed

ALLY SELBY  |  WEDNESDAY, 18 MAR 2020
... the heavy loses for PM Capital Global Companies to its overweight exposures to "financial services and consumer discretionary stocks, and little to no exposure to consumer staples and healthcare". The research house said the weak performance of Dimensional ...

WealthO2 appoints national BDM

ALLY SELBY  |  WEDNESDAY, 4 MAR 2020
... respective roles." WealthO2 is a privately-owned wealth management platform established in 2015. Services include managed discretionary accounts, automated record of advice for non-discretionary managed accounts, wholesale managed funds, superannuation ...

The sick short: Banking big on the coronavirus

ALLY SELBY  |  WEDNESDAY, 19 FEB 2020
... to benefit from the pandemic, and recommended investors short anything China-facing. He pointed to the consumer discretionary sector (Treasury Wine Estates in particular), the materials sector (BHP, Rio Tinto and Fortescue Metals Group), and oil (Woodside ...

Product provider makes big FASEA promise

ELIZABETH MCARTHUR  |  WEDNESDAY, 12 FEB 2020
... investment process on behalf of the adviser without ongoing conflict. That means financial advice practices with managed discretionary accounts (MDAs) could outsource the investment function of those MDAs. Lonsec also referred to Standard 6 which states ...

Advice industry compresses

ELIZABETH MCARTHUR  |  TUESDAY, 11 FEB 2020
... Panorama Super, AMP Super Directions Personal, MLC MasterKey Business Super and HUB24 Invest. When it comes to managed discretionary accounts, Shaw and Partners has the largest number of verified advisers authorised to provide personal advice on MDA ...

New boutique at Pinnacle

KANIKA SOOD  |  THURSDAY, 6 FEB 2020
... new Asia-focused boutique. Reminiscent Capital was piloted by Pinnacle last year, and describes its strategy as discretionary Asia Macro. It invests in fixed income, foreign exchange and equities with an aim of generating uncorrelated absolute returns. ...