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| | | Colonial First State (CFS) has tapped two fund managers to oversee its Australian equities and infrastructure strategies. ClearBridge Investments is now sub-advising a listed infrastructure mandate on the FirstChoice platform. ClearBridge declined to ... |
| | | | ... today's data-driven environment, underscoring the need for flexibility in multi-asset allocation." Robeco anticipates US equities will sustain their upward trajectory, with the S&P 500 reflecting extended valuations following a year of strong performance. ... |
| | | | ... Value Asset Management, where he was the head of distribution, responsible for distributing assets including Australian equities, property and alternatives for intermediaries, family offices, wholesale investors and more. He brings more than 30 years' ... |
| | | | ... a success ratio of 80%, while the expensive counterpart has sustained only 5%. Other winners include global large-cap equities, where the lowest cost option saw a success ratio of 60%, outperforming higher fee options by almost 40%, and within the fixed ... |
| | | | ... equity, partner selection at TCorp for three years and was instrumental in covering developed, emerging and Australian equities at her role. She was also a portfolio manager, equities at BT Financial Group and joined TCorp in 2021 after a short stint ... |
| | | | ... capabilities. Following a period of rapid growth and impressive hires in support of its internalisation program, such as head of equities Mark Hargreaves, Morningstar said employee retention is now a watchpoint given some key departures in recent years ... |
| | | | ... later merged with QSuper to create Australian Retirement Trust. McQueen began his career in financial services as an equities dealer and analyst, working for several companies, including Goldman Sachs, JBWere, ANZ Trustees and Myer Family Investments. ... |
| | | | ... having a home bias, are encouragingly, gradually shifting. "In addition to a greater inclination towards international equities over Australian equities, we're seeing investors use ETFs to access a broader range of asset classes and sectors," he said. ... |
| | | | ... inflation. Principal Asset Management chief global strategist Seema Shah said that while US markets saw major gains, equities in Europe, China and Latin America trended lower as concerns over Trump's proposed trade tariffs weighed on sentiment. "While ... |
| | | | ... introduce into the local market. At Lonsec, he was chief investment officer and oversaw $8 billion in multi-asset and equities self-managed accounts and MDA portfolios. Before that, he led the research house's investment consulting division. Previously ... |
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