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Showing 381 - 390 of 662 results for Michelle Baltazar

Capital protection should be core to satellite

MICHELLE BALTAZAR  |  FRIDAY, 28 AUG 2009
The core-satellite approach to investing can drive even better returns if used together with a tailor-made capital protection strategy, said an asset design consultant for planners and SMSFs. Tony Rumble, founder of Alpha Structured Investments, designed ...

SWFs no longer at arm's length

MICHELLE BALTAZAR  |  THURSDAY, 27 AUG 2009
Sovereign wealth funds will gradually switch from being passive investors to active shareholders, predicts Andrew Rozanov, head of Sovereign Advisory at State Street Global Markets. This year Rozanov co-authored a comprehensive State Street report looking ...

Dixon and van Eyk stand-off

MICHELLE BALTAZAR  |  TUESDAY, 25 AUG 2009
Tension mounts between ASX-listed firm van Eyk Three Pillars (VTP) and Dixon Advisory as a proposal to replace the entire VTP board due to poor performance escalates into a bigger debate about how, exactly, should Listed Investment Companies (LIC) maximise ...

The return of the cocooning consumer

MICHELLE BALTAZAR  |  FRIDAY, 21 AUG 2009
The savings pattern of many Australians has changed dramatically since June last year, and it's uncannily similar to the way people saved after the Great Depression, research shows. Research conducted by Retail Finance Intelligence (Rfi) found the return ...

I feel your pain, literally

MICHELLE BALTAZAR  |  THURSDAY, 20 AUG 2009
Taking emotions out of investing is easier said than done so rather than ignore them, planners can help their clients rebuild their financial wealth after the GFC by addressing their emotional wealth too, said a behavioural finance expert. Dr. Frank ...

Perpetual poised to gain market share

MICHELLE BALTAZAR  |  WEDNESDAY, 19 AUG 2009
Perpetual outlines its strategies designed to make its products and services more appealing to investors as sentiment towards equities turn more positive and the "dash to cash" comes to an end. Speaking at the company's full year results presentation ...

Challenger to ramp up life and funds mgmt after mortgage sale

MICHELLE BALTAZAR  |  TUESDAY, 18 AUG 2009
Challenger Financial Services said it intends to focus its resources on its life and funds management businesses following the sale of its mortgage management division to NAB for $385 million. This morning NAB and Challenger confirmed newspaper reports ...

AMP Capital Investors block poor corp governance

MICHELLE BALTAZAR  |  FRIDAY, 14 AUG 2009
Fund manager AMP Capital Investors revealed in its latest governance report to what extent it exercised its shareholder rights to vote against poor governance - including saying no to unjustified incentive schemes, re-election of poor performing board ...

Retirees want funds that last a lifetime

MICHELLE BALTAZAR  |  THURSDAY, 13 AUG 2009
Investment products that will be in hot demand in the future, such as lifetime annuities, are in short supply - but not for long. Today the peak body for retirees, National Seniors Australia, welcomed news that the Henry review will look at new income ...

Funds resist SG "me too" pension scheme

MICHELLE BALTAZAR  |  WEDNESDAY, 12 AUG 2009
Majority of pension funds in the UK and Europe said that a contribution rate of 8 per cent on a proposed national pension scheme will not really help workers in the low to middle income groups, a new survey found. The Penrose Financial survey conducted ...