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Showing 21 - 30 of 159 results for "Global equity market"

Will listed infrastructure protect portfolios during market downturn?

CASSANDRA BALDINI  |  THURSDAY, 15 SEP 2022
Recently, infrastructure has proven more resilient than global equities, however, when markets take a downturn it's not certain that alone will protect portfolios. Morningstar research shows that infrastructure has not been immune from market falls ...

HESTA awards major global equities mandate

JAMIE WILLIAMSON  |  MONDAY, 15 AUG 2022
Having won an extensive tender process, a Sydney-based fund manager will oversee a $1 billion global equities allocation for the industry fund. Antipodes Partners' Global Long Strategy has been selected by HESTA for the mandate, citing the investment ...

Pendal FUM drops $12bn

CASSANDRA BALDINI  |  MONDAY, 18 JUL 2022
... close. Pendal chief executive Nick Good said: "During the quarter there have been sustained market challenges. Global equity market volatility increased dramatically with rising inflation worries, ongoing concerns over geopolitical tensions, and fears ...

Future Fund battles challenging markets

CHLOE WALKER  |  TUESDAY, 3 MAY 2022
Future Fund's investment holdings slipped 1.5% over the three months ended March 31, now sitting just shy of $201 billion. In its latest portfolio update, Future Fund saw a return of 11.8% for the 12 months to March 31, exceeding its target of 9.1%. ...

New study on precious metal hedge

ELIZABETH MCARTHUR  |  FRIDAY, 4 FEB 2022
New research has taken a fresh look at the often-debated topic of how precious metals act as a hedge and/or diversifier in equity portfolios. Jose Arreola Hernandez from Rennes School of Business in France and Sang Hoon Kang and Seong-Min Yoon from ...

Investors move to thematic funds

ANNABELLE DICKSON  |  TUESDAY, 1 JUN 2021
Assets in thematic funds in Australia have grown exponentially in the last year after showing stellar results through the pandemic but performance over the long term is lacklustre, new research shows. Morningstar's latest Global Thematic Funds Landscape ...

EFM appoints EQT on Aussie launch

ANNABELLE DICKSON  |  TUESDAY, 18 MAY 2021
EFM Asset Management is entering the Australian market and has appointed Equity Trustees as the responsible entity for its local offering. The Hong Kong-based global equities specialist is launching the EFM Global Financial Services and Technology Trust ...

Bell AM wins mandate

KANIKA SOOD  |  MONDAY, 15 MAR 2021
... with our imbedded ESG philosophy, offers investors a unique exposure to an exciting component of the broader global equity market," Bell Asset Management chief investment officer Ned Bell said. "After what has been a difficult period for SMID-cap companies ...

Magellan axes currency hedging in trust

ANNABELLE DICKSON  |  THURSDAY, 26 NOV 2020
A Magellan trust has removed its currency hedging strategy to reduce the downside risk to the portfolio when equity markets and the value of the Australian dollar are both declining. Magellan High Conviction Trust will move to an unhedged approach to ...

US analysts fail to add value

ELIZABETH MCARTHUR  |  MONDAY, 23 NOV 2020
In a study of 3.8 million analyst forecasts in 45 countries between 1994 and 2019 it has been found that US analysts fail to outperform on average. The research paper, titled Analyst Recommendations and Anomalies Across the Globe by Victor Azvevedo ...