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Showing 371 - 380 of 2739 results for "BEA"

The search for income outside defensive assets

ANNABELLE DICKSON  |  THURSDAY, 11 NOV 2021
The eighth wonder of the world, compound interest, has been diminished and retirees must look elsewhere in their search for yield. Speaking at the Financial Standard Best Practice Forum on Retirement Income, Fidelity International cross asset investment ...

Aussie equities small caps deliver 35%

KARREN VERGARA  |  TUESDAY, 9 NOV 2021
Australian equities small caps outpaced other asset classes in the year to September, delivering a median return of 35.2% per annum to wholesale investors. According to Rainmaker's latest Wholesale managed funds performance tables, the asset class ...

Longwave hires portfolio manager from IFM

KARREN VERGARA  |  THURSDAY, 4 NOV 2021
Longwave Capital Partners appointed a portfolio manager who was most recently an investment director at IFM Investors. Melinda White joins the Pinnacle Investment Management boutique, bringing 20 years' experience across domestic and global markets. ...

Investors fear impact of rising inflation

ANNABELLE DICKSON  |  THURSDAY, 4 NOV 2021
Retail investors are concerned that inflation will have negative impacts on their portfolios but are split when it comes to making changes because of this, new research shows. Investment trading platform eToro's latest quarterly global Retail Investment ...

AFCA appoints senior ombudsmen

JAMIE WILLIAMSON  |  TUESDAY, 26 OCT 2021
In what is a newly created role at the industry body, internal promotions have seen the appointment of seven senior ombudsmen. The Australian Financial Complaints Authority has created the new role to strengthen its dispute resolution efforts, with ...

Ex-Pengana staff launch boutique

KARREN VERGARA  |  THURSDAY, 21 OCT 2021
Five former Pengana staff members have emerged to launch the boutique, Pella Funds Management. Pella's chief investment officer Jordan Cvetanovski and managing director Steven Glass have set up shop following their surprise exodus in March. Former Pengana ...

Six Park hires operations chief

KARREN VERGARA  |  THURSDAY, 21 OCT 2021
Six Park hired a new operations chief in September who finished up at Westpac after a decade with the bank. Tuula Keto is the robo-adviser's chief operating officer. She most recently worked in the bank's group and change integration unit and ...

Scariest themes for investors revealed

ELIZABETH MCARTHUR  |  WEDNESDAY, 20 OCT 2021
A new survey from Citi has revealed what fund managers, chief executives and chief financial officers across Australia and New Zealand are most concerned about. Stagflation, China's slowdown and a global energy crunch were top of mind for over 1500 ...

Ellerston to shutter Morphic ESG fund

JAMIE WILLIAMSON  |  FRIDAY, 15 OCT 2021
Ellerston Capital will terminate the Morphic Global Opportunities Fund later this month as a result of dwindling funds under management. Investors were notified in December last year that an assessment of the fund's viability would take place this ...

GQG to debut on ASX

KARREN VERGARA  |  FRIDAY, 8 OCT 2021
GQG Partners is aiming to list on the ASX by the end of October, offering its actively managed strategies to all investors. The $85 million fund manager is set to go public for an indicative price between $2-$2.20 per share based on 593.5 million shares. ...