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Showing 671 - 680 of 8447 results for "equities"

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 ...

Morningstar equities research lead departs

JAMIE WILLIAMSON  |  MONDAY, 4 MAR 2024
The long-serving head of equities research at Morningstar has reflected on six decades in financial services in a final analyst note. Peter Warnes has been with Morningstar since 2006, however his career began long before - nabbing a role with the Bank ...

Low investor demand sees equities funds wound up

JAMIE WILLIAMSON  |  MONDAY, 4 MAR 2024
An Australian equities fund from a global manager and an emerging markets equities offering from a local boutique will both be terminated. Both T. Rowe Price and Paradice Investment Management are shuttering funds, citing investors' best interests. ...

Blackwattle Partners launches global fund

CHLOE WALKER  |  MONDAY, 4 MAR 2024
... Large Cap Quality Fund, and the Small Cap Long-Short Quality Fund. "We've openly said we'll move into global equities last year and had meetings with a number of different teams in Australia - I think we've had about 30 different teams across ...