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Showing 11 - 20 of 1937 results for "Asset Classes"

Low fees a strong indicator of fund survivorship: Morningstar

RIDDHIMA TALWANI  |  FRIDAY, 15 MAY 2026
... stronger average total returns than the highest fee quintile, underscoring the pervasive influence of fees across asset classes," Morningstar said. This pattern was highly evident in Australian large-cap equities, where success ratio declined steadily ...

Investors the biggest losers in 2026 Budget

KARREN VERGARA  |  WEDNESDAY, 13 MAY 2026
... with inflation-adjusted indexation as the federal government seeks to restore the taxation of real gains across all asset classes. The new rules will apply from 1 July 2027. Changes to negative gearing reforms are also set to take effect on this date. ...

Macquarie Asset Management earnings soar to $2.6bn

KARREN VERGARA  |  FRIDAY, 8 MAY 2026
... in fixed income and equities. During the period, MAM raised $20.9 billion in new equity from clients across the asset classes. It allocated $25.2 billion of equity across 32 investments, including 16 in private credit, 11 in real assets and five in real ...

Digital asset adoption in SMSFs not a surprise: Burgess

MATTHEW WAI  |  THURSDAY, 7 MAY 2026
... investment. Observing this, OKX believes industry super funds failing to increase investor preferences for certain asset classes may see some members continue to enter the self-directed structure. "Industry super funds still have time to respond. The ...

FEATURE: Fixed income | Adjusting the lens

PENNY PRYOR  |  TUESDAY, 5 MAY 2026
... markets, to $645 million in December last year. Although fixed income is likely to benefit as investors seek safer asset classes in volatile markets, some industry experts are surprised by how non-reactionary risk markets in general have been to the ...

Super funds score win on stamp duty disclosure

JAMIE WILLIAMSON  |  MONDAY, 4 MAY 2026
... have been negatively influencing investment decisions by super funds, including deterring investment in certain asset classes. ASIC consulted on amending the ASIC Corporations (Disclosure of Fees and Costs) (Instrument 2019/1070) in recent months as ...

Major UK pension reforms passed

JAMIE WILLIAMSON  |  THURSDAY, 30 APR 2026
... original proposed legislation included and would have allowed the government to dictate allocation levels to certain asset classes have been watered down. While a reserve power to mandate how funds invest remains in the bill, guardrails were put in place ...

Core-satellite models can only be effective with purpose: Vanguard

MATTHEW WAI  |  WEDNESDAY, 29 APR 2026
... clients, as advisers were reminded to reconsider if the asset class should remain in a portfolio. Among different asset classes, cash remains elevated, averaging 21% of the fixed income allocation but higher and longer-term cash allocations could cost ...

Treasury to abolish CGT discount: Reports

KARREN VERGARA  |  TUESDAY, 28 APR 2026
... change in the Budget, which will take place on May 12. The AFR states the inflation-based discount will apply to all asset classes, including property and shares. Between 1985 to 1999, the cost base of an asset was indexed so only real gains were taxed. ...

Australia attracts $18bn for CRE investments in 2025: Knight Frank

MATTHEW WAI  |  FRIDAY, 24 APR 2026
... improving fundamentals - strong population growth, resilient economic growth and structural undersupply across most asset classes present a compelling long-term outlook for investor returns in the years ahead."