Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 11 - 20 of 59 results for "Return expectations"

Downward fee trend hits ESG

ELIZABETH MCARTHUR  |  MONDAY, 22 NOV 2021
... quoted fee levels. "Managers in this sector seem unsure about how to price, and investors are unsure about what return expectations are appropriate and realistic. Some investors may have reputational concerns about targeting relatively high returns for ...

Communicate risk, defensiveness differently: Panel

ELIZABETH MCARTHUR  |  TUESDAY, 31 AUG 2021
... communication challenge for the super sector. Funds will have to communicate to members that the risk profile and return expectations for some portfolios has shifted. Cbus head of asset allocation and portfolio construction Leanne Taylor said Cbus agreed ...

Investor expectations pie in the sky: Schroders

ANNABELLE DICKSON  |  THURSDAY, 3 SEP 2020
Australian investors have unrealistic investment return expectations in relation to their portfolio construction and need to adopt a different strategy to achieve expected returns, according to a new survey from Schroders. The Schroders Global Investor ...

Pessimism strikes Australia, US optimistic

ELIZA BAVIN  |  WEDNESDAY, 17 JUN 2020
... forecast a loss of 7% for the S&P 500 and a loss of 7.3% for the MSCI World Index at year end. Their 2020 return expectations more closely resemble the modest declines seen in 2018 than in 2008, when the S&P plunged 37% and the MSCI posted a loss of ...

The future is fast arriving: BlackRock

ALLY SELBY  |  WEDNESDAY, 27 MAY 2020
... likely cost the global economy $1 trillion, has set off a chain reaction that will forever change our long-term return expectations and strategic allocations. That's according to think-tank BlackRock Investment Institute, which believes the coronavirus ...

MySuper bounces back

HARRISON WORLEY  |  TUESDAY, 5 MAY 2020
While the fallout from the COVID-19 pandemic has demolished the return expectations of investors for the year, new analysis shows MySuper products have managed to turn things around. Latest Rainmaker research shows MySuper products offered by not-for-profit ...

Not at the bottom, yet: Research

HARRISON WORLEY  |  TUESDAY, 7 APR 2020
... with their expectations. Blomfield said Australian investors still see growth on the horizon. "The average return expectations for the All Ords for the 12 months ahead has returned to positive territory in recent days, and now sits at 1.5%, excluding ...

Factor investing, sustainability a perfect match

ALLY SELBY  |  THURSDAY, 20 FEB 2020
... create an investment portfolio that strikes the right balance between sustainability objectives and risk and return expectations for each client," it said. "Robeco's empirical analysis shows that it is possible to improve sustainability profiles ...

Millennials not attracted to property

ALLY SELBY  |  WEDNESDAY, 29 JAN 2020
Low return expectations may be impacting first home purchases among younger Aussies, with investors turning towards equities and bonds to reap stronger returns. That's according to the latest analysis from Fidelity, which compared real (inflation-adjusted) ...

Active fixed income funds review fees

KANIKA SOOD  |  WEDNESDAY, 27 NOV 2019
... income research and alternatives. "Many active fixed income managers are rebasing their fees, as the actual return expectations have come down," Sebire says. "If the yield to maturity on [government bond indices] is less than 2%, it is just not fair ...