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| | | ... and quickly became a key communicator for adviser presentations. After five years, he left the asset manager, and did a short stint in Singapore, helping to build Standard Chartered's equities broking business. But, Isles returned to work with Kerr ... |
| | | | ... Product overlap is marginal. L1 has a much more diversified client base and manages a select few niche strategies-such as long/short and catalyst-driven funds-that are less replicable by passive options," Ler said. "Investment performance for its suite ... |
| | | | ... the remaining 32% coming from smart beta and active ETFs. "In Australian fixed income, investors have continued to favour short duration strategies with high credit quality. Another trend has been the significant uptick of net flows into gold for 1H25 ... |
| | | | ... representations that Shield had a higher performing track record against other super funds when it had only been in existence for a short period. ASIC said it has reason to believe that Bradley is not a fit and proper person, is not adequately trained ... |
| | | | ... Partners' assets jumped $4 billion to reach a record high of US$172.4 billion for the 2025 financial year despite experiencing "short-term relative underperformance". "We have continued to position our portfolios defensively, and as a result, we ... |
| | | | ... come," he said. "In response to the evolving economic outlook, we moderately reduced our exposure to equities to manage short-term fluctuations. We remained confident in our long-term strategy, drawn from our global research capabilities, and did not ... |
| | | | ... members. "Following Liberation Day, we were looking at returns of 1.20% for the financial year-to-date," Gavin said. "Despite short-term risks, we remain optimistic about the US as a long-term investment destination. "Investing in the US is more challenging ... |
| | | | ... on up days. On balance, that saw us modestly increase our equity exposure near the lows," she added. "We expect continued short-term volatility, but we remain confident in our disciplined investment approach and our focus on delivering strong long-term ... |
| | | | ... executive Luke Symons said the returns are testament to the fund's diversified investment strategy, which was not distracted by short-term noise. "We have held our position in the US throughout this period, with the combination of risk-controlled mandates ... |
| | | | ASIC has accepted a court enforceable undertaking from DM Advisory Services principal David Makowa, the auditor of Brite Advisors. Makowa, a veteran of more than 20 years in practice - including stints at Ernst & Young and KPMG - has surrendered his ... |
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