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| | | ... delivering high-quality advice to their clients. Sandstone Insights provides advisers and their clients with research on ASX stocks and commentary on the equity market aiming to bolster investment portfolios. The firm's manager John Meagher expressed ... |
| | | | ... launch in 2010 and is supported by 10 portfolio managers and analysts. Giddy clarified that the fund's small number of stocks means selection comes down to high-quality ASX companies. "... and those I can buy at a reasonable price," he said. "The ... |
| | | | ... director, research Kera van Valen. Addressing an adviser briefing in Sydney yesterday, van Valen highlighted the seven top stocks which continue to account for more than half of the broad index return. Unsurprisingly, these stocks include Apple, Microsoft ... |
| | | | ... which the fund said was a disappointing outcome given it's fully invested in "growth" assets. As for the individual stocks that lifted UniSuper's result, UniSuper again highlighted Apple and Microsoft, both of which it invests more than $1 billion ... |
| | | | ... the fund's private equity and tech, despite strong returns in both the domestic and global listed markets for tech stocks," Sicilia said. "While commercial office space experienced a downturn, other non-office property sub-sectors, such as industrial ... |
| | | | ... cost unlisted funds, replacing underperforming active managers or improving diversification beyond the selection of single stocks," Vynokur said. "This trend shows no sign of slowing as investors use ETFs to add exposure to high quality investment options ... |
| | | | ... was buoyed by strong equity market performance, bolstered by solid corporate profits and a sharp rebound in technology stocks. Despite these gains, interest rate sensitive assets such as bonds, property, and infrastructure struggled, encumbered by rate ... |
| | | | ... clarified that while large funds heavily invested in local markets can quickly reach their holding limits for individual stocks, this doesn't spell an end to the home bias. The report acknowledged tax considerations, such as Australia's local ... |
| | | | ... and quality companies. As interest rates increased across the globe, growth and quality stole back the crown from value stocks, however amid an ever-changing and volatile market that shifts in accordance with inflation and rate rises, it's hard to ... |
| | | | ... declined year over year by nearly six percentage points, to 23%," it said. What's more, the growth focus, through tech stocks, transitioned to value stocks. "Despite the global unpredictability, HNWIs and wealth management firms remain interested in ... |
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