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Showing 41 - 50 of 704 results for "Neutral"

Tranche 2 of DBFO dumps SOAs, enables 'nudges'

JAMIE WILLIAMSON  |  FRIDAY, 21 MAR 2025
... members at key life stages. SOAs will be replaced by Client Advice Records (CARs); "a principles-based, technologically-neutral record that is in plain English and supports the client to make an informed decision about the advice." "Licensees and authorised ...

Tranche 2 is coming before the election: Jones

ELIZA BAVIN  |  WEDNESDAY, 19 MAR 2025
... interest's duty; removing red tape which is an obstacle to advisers taking on more clients; ensuring that we have technology-neutral legislation. In short, it is about ensuring that there are more safe doors for people to enter and get financial ...

RBA delivers 'cautious' cut, road ahead unclear

ELIZA BAVIN  |  WEDNESDAY, 19 FEB 2025
... rate would still be considered restrictive, with at least two further rate cuts required to take the cash rate to a more neutral setting of around 3.1%." Meanwhile, Schroders head of fixed income Kellie Wood is expecting two further cuts from the RBA ...

The sensitive conversations advisers shy away from

KARREN VERGARA  |  TUESDAY, 3 DEC 2024
... comfortable" with discussing financial coercion. Twenty-nine percent said they are "somewhat comfortable", while over 50% are "neutral". Jordan Vaka, an independent financial adviser at PlanningSolo, said advisers should firstly make sure they are comfortable ...

Property 'well-placed' for growth: Knight Frank

MATTHEW WAI  |  THURSDAY, 14 NOV 2024
... investors need to look beyond the timing of the first cut to the cash rate and instead tune into the evolving debate on the neutral interest rate and what it means for long-term interest rates, ensuring their strategy is adaptable to different scenarios," ...

Interest rates to remain on hold for some time

ELIZA BAVIN  |  WEDNESDAY, 6 NOV 2024
... easing over 2025, finishing the year with a cash rate of 3.35%. "This is a touch below the RBA's estimate of the nominal neutral cash rate, which is centred on a point estimate of 3.5%," he said.

Magellan launches first Vinva funds

MATTHEW WAI  |  TUESDAY, 22 OCT 2024
... Vinva's diversified equity portfolios through an active, systematic approach. Their portfolios are designed to be style neutral, with a focus on delivering consistent medium to long-term investment outperformance, Magellan said. Vinva managing director ...

BNP Paribas shutters EARTH Trust

JAMIE WILLIAMSON  |  FRIDAY, 11 OCT 2024
... investment products." At the time, BNP Paribas said the trust offered "a market first - an environmentally focused market-neutral strategy for sustainable portfolios." The trust ran a global equity long/short strategy that held long positions in innovative ...

Janus Henderson to buy private credit manager Victory Park Capital

ANDREW MCKEAN  |  TUESDAY, 13 AUG 2024
... transaction is anticipated to close in the fourth quarter of 2024, pending regulatory approvals and is expected to have a neutral to positive impact on earnings per share in 2025. Pacific Current could also receive up to an additional US$28.7 million ...

Pinnacle FUM soars 20%, introduces new boutique

KARREN VERGARA  |  FRIDAY, 2 AUG 2024
... Cycle Investment Partners, formerly Royal London Asset Management. Led by Peter Rutter, the new boutique offers style-neutral, long-only, global equities. Pinnacle flagged it will add further distribution resources to the new affiliate. Some 85% of the ...