Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 51 - 60 of 823 results for "Morningstar"

Private credit market has lenders sweating

ANDREW MCKEAN  |  THURSDAY, 5 JUN 2025
... non-bank lending space, we do deal with many established and sophisticated counterparts in the non-bank space," he said. Morningstar also noted that the asset class has gained significant traction over the past 15 years, driven by market conditions such ...

Touchstone closes flagship fund

KARREN VERGARA  |  TUESDAY, 3 JUN 2025
... five-year period, investing in 15 to 25 securities. It required an initial investment minimum of $25,000. According to Morningstar, the fund had $13.9 million in assets and generated 10.6% p.a. in the past year. Touchstone, an affiliate of Bennelong ...

Insignia lost a suitor, but takeover isn't off the table: Morningstar

ANDREW MCKEAN  |  THURSDAY, 15 MAY 2025
... company's share price tumble, but with CC Capital still in the mix, the takeover saga isn't over yet, according to Morningstar. Morningstar said that although the risk of a takeover unravelling has increased, the volatility Bain cited for bowing ...

Labor vs Liberal: Which government is better for Australian stocks?

ANDREW MCKEAN  |  MONDAY, 12 MAY 2025
... 45 years, stock market returns have shown little correlation with which political party holds power, according to Morningstar equity strategist Lochlan Halloway. Since January 1980 - the inception of Australia's longest-running index, the All Ordinaries ...

Platinum to lose $1bn mandate

JAMIE WILLIAMSON  |  TUESDAY, 6 MAY 2025
... in performance fees related to the first 5% of absolute returns from the L1 Long Short funds. In an analyst note, Morningstar said some value would be unlocked via a merger, but said it didn't expect any meaningful upside from cross-selling opportunities ...

Platinum merger no cure for active managers' challenges

ANDREW MCKEAN  |  MONDAY, 5 MAY 2025
... active managers, including fee pressure and market share loss to passive investment vehicles like ETFs, according to Morningstar. Last week, Platinum announced it was in discussions to merge with L1 Capital, possibly creating an $18 billion fund manager. ...

Top ART executives depart in reshuffle

ELIZABETH FRY  |  THURSDAY, 10 APR 2025
... This function has been rebadged as portfolio excellence and encompasses exposure management. Fitzgerald arrived from Morningstar Investment, where she ran institutional portfolio management and solutions. The new leads report to ART investment chief ...

Aware Super names portfolio and construction lead

ELIZABETH FRY  |  THURSDAY, 10 APR 2025
... head of equities. Other previous roles include portfolio manager at Intech Investment Consultants, now part of the Morningstar Group. "Michael brings extensive investment expertise and leadership experience. We are thrilled to have him on board," said ...

Which fund managers are making the most from investor fees?

ANDREW MCKEAN  |  TUESDAY, 8 APR 2025
... the Australian fund managers that generated the most fees last year. The rankings were derived from an analysis of Morningstar's database of fund managers, with annual fee revenue determined by a fund's size multiplied by the Total Cost Ratio. Mercer ...

Genium adds two staffers

ELIZABETH FRY  |  THURSDAY, 3 APR 2025
The boutique investment consulting and research house has made two new hires to support the continued growth of its ratings business. Simon Scott joins Genium Investment Partners as a research analyst and will help expand research ratings coverage across ...