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Showing 611 - 620 of 8390 results for "equities"

Platypus AM appoints new chief executive

ELIZA BAVIN  |  TUESDAY, 26 MAR 2024
... appointed a new chief executive following the retirement of Gary Adamson. Jelena Stevanovic, who joined Platypus as a senior equities analyst in 2008 before being appointed portfolio manager for Platypus' flagship equities portfolio in 2016, will take ...

Australian Ethical eyes small caps as play for advisers

ANDREW MCKEAN  |  FRIDAY, 22 MAR 2024
Last year, global equities significantly outperformed Australian equities, largely driven by the remarkable performance of the world's largest technology companies - dubbed the Magnificent Seven. However, Australian Ethical points to stretched valuations ...

Why active managers are falling behind in emerging markets

ELIZA BAVIN  |  FRIDAY, 22 MAR 2024
Equities investors in emerging markets targeting outperformance may be better served implementing a multifactor strategy, according to new research from VanEck. The research paper, Factor-in Emerging Markets, revealed employing multiple factors would ...

Two more executives leave Morningstar

ELIZABETH FRY  |  THURSDAY, 21 MAR 2024
... committee membership. Morningstar is still seeking to replace Peter Warnes, who retired earlier this month as head of equities research. Meantime, in February, its senior manager, investment specialist Annika Bradley took on a new role with UniSuper. ...

Advanced ETP portfolios come at higher cost, complexity

ANDREW MCKEAN  |  THURSDAY, 14 MAR 2024
... balanced portfolio with intermediate ETPs, which target systemic risks like style and market capitalisation factors in equities and duration and credit risks in fixed interest, costs around 31 basis points per annum. Portfolio construction specialists ...

Ontario Teachers' massively underperforms benchmark

ANDREW MCKEAN  |  WEDNESDAY, 13 MAR 2024
... 2022, which surpassed its benchmark by 1.8%. The shortfall was largely attributed to insufficient investment in listed equities, particularly major US technology stocks, and adjusted valuations in infrastructure and real estate due to rising interest ...

The tide is turning for North Asian equity markets: Maple-Brown Abbott

ELIZA BAVIN  |  TUESDAY, 12 MAR 2024
... positive effect on capital allocation. "We believe these reforms will be a multi-year tailwind, and with Korean and Chinese equities trading at deeply discounted valuations, such positive developments are far from priced in," Main and Ho wrote in an ...

WAM Leaders, QV Equities to merge

ANDREW MCKEAN  |  TUESDAY, 12 MAR 2024
WAM Leaders (ASX: WLE) is set to acquire QV Equities (ASX: QVE), about six weeks on from the former's initial announcement. In January, WAM Leaders said it intended to make an off-market takeover bid for QV Equities; associated entities already own ...

Female fund managers boast 1.2% alpha

KARREN VERGARA  |  FRIDAY, 8 MAR 2024
... one of three assessment pillars that include Parent and Process. Since 2016, Stevanovic's management of the Australian equities fund has outperformed both index and category peers, positively adding to the strong historical track record, Morningstar ...

AustralianSuper to deploy £8 billion in the UK

ANDREW MCKEAN  |  TUESDAY, 5 MAR 2024
... managing the UK and continental European portfolio, comprising real assets, private credit, fixed income, and its global equities operations. The fund also has a growing Private Credit team based in the UK, focused on real estate, infrastructure and ...