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Lazard sets up new chief investment role

RIDDHIMA TALWANI  |  WEDNESDAY, 7 JAN 2026
... "Lazard has long been defined by its commitment to intellectual research and rigorous portfolio management. Our opportunity now is to harness that expertise even more effectively across our platform to deliver alpha for our clients - elevating our best ...

Fund managers 'remarkably positive' despite headwinds: Frontier

KARREN VERGARA  |  WEDNESDAY, 7 JAN 2026
... sentiment that has not wavered since the survey kicked off in 2014. Some 93.9% of managers are predicting business growth between now and 2030. This figure peaked at 97.3% back in 2016 and plummeted to a low of 85.7% the following year. Between 2014 ...

No room for a neutral stance in 2026: BlackRock

ANGELIQUE MINAS  |  TUESDAY, 6 JAN 2026
... report stated. "Portfolio decisions taken under the guise of 'diversifying' away from the handful of forces driving markets is now a bigger active call," it said. The AI buildout as well as mounting geopolitical tensions suggest that investors should ...

China's two speed economies: Which one wins?

RIDDHIMA TALWANI  |  TUESDAY, 6 JAN 2026
... names in the robotics thematic and advanced battery manufacturing. Liu, however, noted that the most important question right now is which one will prevail: will the old economy weigh on the new one and drag things down, or will the new economy push ...

Deutsche Bank shares surpass book value for first time since GFC

ELIZA BAVIN  |  TUESDAY, 6 JAN 2026
... brand since taking over the top role in 2018. "After years of hard work, years marked by challenges and successes, we are now on the home stretch to achieve the goals we set ourselves back in 2022," Sewing said when announcing the bank's 2025 Q3 results. ...

AllianceBernstein promotes private wealth head to president

MATTHEW WAI  |  TUESDAY, 6 JAN 2026
... charting the firm's future alongside Seth." Onur remains a member of the Equitable Holdings Management committee and will now serve as chair of the AB operating committee.

Small win for First Guardian victims amid platform transition

JAMIE WILLIAMSON  |  MONDAY, 5 JAN 2026
First Guardian victims who have been forced to remain members of the super funds that wronged them are now able to transfer out. Since the collapse of the investment scheme, members of AusPrac Super and YourChoice Super were essentially forced to remain ...

FEATURE | Recruitment: Laying foundations

RIDDHIMA TALWANI  |  MONDAY, 5 JAN 2026
... for "mega-funds" in the industry. The results were quick. KPMG's Super Insights 2025 report shows the 22 largest funds now hold over 93% of the sector's total assets, with eight mega-funds exceeding $100 billion each. In the past three years ...

Global sovereign wealth fund assets grow to $15tn

RIDDHIMA TALWANI  |  MONDAY, 5 JAN 2026
... under management for the first time in December 2025 and, together with public pension funds (PPFs) and central banks (CBs), now manage US$60 trillion in assets and reserves. Global SWF's 2026 annual report State-Owned Investors: from Scale to Strategy ...

Rate hikes expected in 2026

ELIZA BAVIN  |  MONDAY, 5 JAN 2026
... first meeting of the year in February. Commonwealth Bank economist Ashwin Clarke said the bank has revised its forecasts, now expecting a 25 basis point cash rate rise in February. "Australia has ended 2025 in a cyclical upswing. While growth has improved ...