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| | | A new study from Fidante suggests financial advisers will remain bullish on global equities and Australian small caps in the coming months. The Fidante Adviser Markets Survey, which surveyed more than 200 advisers, shows these are the asset classes ... |
| | | | ... Mubadala Capital, a subsidiary of the United Arab Emirates' sovereign wealth fund. CI Financial, which is listed on the Toronto Stock Exchange, will be taken private by Mubadala Capital in a deal that values CI's equity at $5.17 billion and implies an ... |
| | | | The volatile environment under a second Donald Trump administration could create opportunities in active investing, particularly in global small and mid-caps companies, according to Canopy Investors. Canopy Investors portfolio manager Kris Webster said ... |
| | | | ... as Australian mid and small-cap equities have equally returned 28%. The outlier is attributed to consistent missteps in stock selection by active managers, as measured using the information ratio, the report stated. "In contrast, the most expensive quintile ... |
| | | | TWC Investment Management has launched the Select Global Wealth Creators Fund (SGWC), offering access to high-quality companies to wholesale and institutional investors. The actively managed fund aims to deliver annual returns of 3-4% above the MSCI ... |
| | | | Active fund managers tend to outperform their passive counterparts in certain categories like Australian equity income and bonds, but the latter has better survivorship rates, according to Morningstar's latest Active/Passive Barometer report. The analysis ... |
| | | | The extraordinary performance of mega-cap tech stocks has significantly impacted factor returns, creating both opportunities and challenges for systematic investors, according to a new study from Invesco. Invesco released its ninth annual Global Systematic ... |
| | | | GQG Partners' funds under management (FUM) has taken a small tumble, slipping from US$161.6 billion to US$159.4 billion in October. The investment management firm's last dip in FUM occurred in April this year. GQG also reeled in US$3 billion ... |
| | | | Multi-family office Mutual Trust merged with CMS Private Advisory to meet an uptick in demand from South Australian clients. Based in Adelaide, CMS Private Advisory has been operating since 1997, servicing high-net-worth clients across South Australia ... |
| | | | ... remains in play over the medium term and anticipate a resumption of gold's appreciation," he said. A bright note could come in stock markets, particularly for US small caps, T. Rowe Price capital markets strategist, multi-asset division, Tim Murray said. ... |
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