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Showing 41 - 50 of 60 results for "Investment Themes"

Magellan Global returned 48.7% in 2013

MARK SMITH  |  THURSDAY, 23 JAN 2014
... years' time than where it may be in six months' time." The report also said the fund continues to focus on major investment themes such as emerging market consumption growth, rising US interest rates, a move to a cashless society and US housing. Douglass ...

Capital adds portfolio manager to ETOP strategy

MARK SMITH  |  TUESDAY, 14 JAN 2014
... across the spectrum of equity and fixed income securities, the portfolio gains exposure to a broader set of investment themes and opportunities," Holstein said. "As portfolio managers, we are able to act on our best ideas without letting asset classes ...

UBS Australia to launch family office service

MARK SMITH  |  FRIDAY, 8 NOV 2013
... "From our extensive experience as wealth managers, we know that family offices are looking beyond the usual investment themes for exclusive opportunities in areas such as private markets and alternative investments, as well as advice on philanthropy," ...

Henderson acquires 33% stake in 90 West AM

LAURA MILLAN  |  MONDAY, 22 APR 2013
... into an exclusive global distribution agreement. "We are delighted to form this partnership with 90 West. The investment themes they are focused on are fundamentally important to investors and have global appeal," Henderson Australia executive chairman ...

Van Eyk warns against New Year financial predictions

LAURA MILLAN  |  TUESDAY, 19 FEB 2013
... clients understand how to use predictions properly. Ramsay asked analysts not to overemphasise the link between investment themes and asset class returns as big and tangible market themes not necessarily translate into market performance. The researcher ...

MLC shakes up portfolio allocations

ELISE BURGESS  |  TUESDAY, 28 FEB 2012
... group needed greater diversity across the portfolios with the former managers all pursuing similar stock and investment themes. "We have found there is a high level of commonality in stock between existing mangers," he told Financial Standard. "This ...

Market Wrap - Midday

AAP  |  THURSDAY, 18 NOV 2010
... 16,590 contracts traded. City Index's market strategist Michael McCarthy said it was too difficult to detect any investment themes driving the market. But the US dollar's recent dominance in driving global markets appears to be fading, given the rise ...

Seven signs of the end of an empire

RUTH LIEW  |  MONDAY, 16 NOV 2009
... prevalent in recent years, Thomas argues that emerging opportunities which remained to be explored include the use investment themes, such as water. He also predicts the "rise and rise" of active stock pickers and current frontier economies to make greater ...

NY fund invests $200m in climate change

COMPANY RELEASE  |  TUESDAY, 25 AUG 2009
... water technology, alternative energy and pollution control. "Climate change is set to be one of the defining investment themes of the future and having identified this macro challenge early on, the fund will be positioned to drive the climate change ...

Danger signs ahead but bargain stocks a-plenty: Faber

MICHELLE BALTAZAR  |  THURSDAY, 6 AUG 2009
... rise on the back of a continually improving Chinese currency. Against that environment, he highlights various investment themes including going long on gold and silver (sovereign funds will likely buy gold when interest rates are around zero), corporate ...