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Showing 361 - 370 of 1244 results for "Retail investor"

Billionaire investor warns against buying the dip

ALLY SELBY  |  MONDAY, 9 MAR 2020
Billionaire investor and stock picker Alex Waislitz has warned investors to steer clear from trying to sell or buy market dips, as the coronavirus continues to batter markets. In his capacity as Thorney Opportunities chair, Waislitz wrote to shareholders ...

Clime launches new SMA portfolios

ALLY SELBY  |  FRIDAY, 6 MAR 2020
Clime Investment Management has launched four new separately managed account portfolios to help diversify self-directed investors' wealth amid skyrocketing volatility. Investors can now access Clime's balanced (35% defensive, 65% growth), growth ...

Fidelity sweeps Morningstar Australia Awards

KANIKA SOOD  |  MONDAY, 2 MAR 2020
Fidelity International scored two wins at the 2020 Morningstar Australia Awards, while passive investing giant Vanguard beat active managers in the multi-asset category. The awards were spread across eight categories, with the winners announced last ...

Court punishes OTC derivative issuers

HARRISON WORLEY  |  FRIDAY, 28 FEB 2020
Three over-the-counter derivatives providers have been found guilty of contravening their AFSL licences by using account managers to pressure retail investors into purchasing products which lost investors more than $30 million. The Federal Court has ...

Pendal cuts fees on equities fund

KANIKA SOOD  |  TUESDAY, 11 FEB 2020
Pendal has dropped the fees on a $334 million global emerging markets equities fund by 22bps. The Pendal Global Emerging Markets Opportunity Fund lowered its issuer fees from 1.40% per year to 1.18% per year, effective last Thursday. The fund is managed ...

Bearish sentiment bites Aussie investors

ALLY SELBY  |  THURSDAY, 30 JAN 2020
Aussie investors have swapped the bull for the bear, as macroeconomic and geopolitical tensions weigh heavily on high hopes for a repeated 2019. That's according to the latest research from Investment Trends, which found that investor sentiment ...

Investment boutique makes PIMCO hire

ALLY SELBY  |  FRIDAY, 17 JAN 2020
A boutique fixed income investment manager has announced the appointment of a former PIMCO leader to its investment team. Dr. Laura Ryan has nabbed the newly created role of head of research at Ardea Investment Management, tasked with building a new ...

Boutique fund manager chief retires

KANIKA SOOD  |  TUESDAY, 14 JAN 2020
A $14 billion Melbourne equities boutique is looking for a new chief executive as the incumbent retires. Steve Schubert retired as Cooper Investors' chief executive in December. He first joined the boutique in May 2015 as its chief operating officer ...

Greater potential for smart beta: Research

ELIZA BAVIN  |  THURSDAY, 19 DEC 2019
Research from Rainmaker has found that while the number of smart beta products is growing, there is still limited choice for investors. "One gets the sense that manufacturers are still trying to figure what would be most attractive to Australian retail ...

Responsible entity declares insolvency

JAMIE WILLIAMSON  |  TUESDAY, 17 DEC 2019
The responsible entity for the Australian Corporate Bond Trust has placed itself into voluntary administration. Theta Asset Management has appointed Worrells Solvency and Forensic Accountants as administrators of itself and Value Stream Investment Management. ...