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Showing 811 - 820 of 6309 results for "Stocks"

Parametric wins $60m global equities mandate

ALEX BURKE  |  TUESDAY, 29 MAY 2018
... improve after-tax returns. Parametric's tax management strategy involves considerations including differentiating between stocks eligible for a 10% capital gains tax rate on gains realised and stocks that attract the non-concessional rate of 15% ...

Robeco wins two mandates worth $500m

ALEX BURKE  |  MONDAY, 28 MAY 2018
... Victoria Mio said the $8.8 trillion China A-share market accounts for 71% of the market capitalisation of all Chinese listed stocks, and that it has unusual characteristics compared to other public markets. For instance, retail investors account for ...

T. Rowe Price appoints head of research

KANIKA SOOD  |  WEDNESDAY, 23 MAY 2018
... investment analyst, reporting to Martyn. At Macquarie, he worked as an equity investment analyst for large and small cap stocks. The appointments take the T. Rowe Price Australian equities team to six investment professionals, headed by Randal Jenneke. ...

Alphinity rolls out sustainable Aussie equities fund

ALEX BURKE  |  FRIDAY, 18 MAY 2018
... outperform the S&P/ASX 300 Accumulation Index after fees (0.95%) over rolling five-year periods. It holds between 35 and 55 stocks. Companies are chosen based on strong earnings characteristics and the possibility of a "valuation surprise," along with ...

Better than bonds: A new approach to lifecycle investment

KANIKA SOOD  |  WEDNESDAY, 16 MAY 2018
... portfolios are new everywhere in the world, according to Williams. "We don't think of defensive equity portfolios in individual stocks as individual stocks don't always behave in a defensive way," Williams said. If a super fund manager were to explore ...

Industry fund awards emerging markets mandate

DARREN SNYDER  |  WEDNESDAY, 16 MAY 2018
... turned around, Nutt said. "The drivers of that growth and momentum are really fascinating this time around. Emerging market stocks are being driven by intra-EM growth, not from non-EM consumer demand," he said. "They're being driven much more by local ...

Thematic SMAs on the rise

JAMIE WILLIAMSON  |  WEDNESDAY, 16 MAY 2018
... 10 May 2018, the portfolio achieved a 50.6% return. Finally, the International Equity Income Concentrated SMA comprises stocks from developed and emerging markets and is designed to deliver clients a steady income stream. In the past 12 months it has ...

SMA provider to award $20m mandate

DARREN SNYDER  |  TUESDAY, 15 MAY 2018
... advisers more about the fund manager's investment philosophy and strategy. Rather than working through a spreadsheet of 60 stocks, the plus portfolio can be easily communicated to clients - making it more engaging and potentially a value add for ...

Vertical integration needs overhaul: Poll

KANIKA SOOD  |  MONDAY, 14 MAY 2018
... probability on structural separation and is factoring it in as a tail risk in its price targets for specialty platform provider stocks. Six percent of our voting readers were unsure which side of the fence they sat on. This week we ask: "Must grandfathered ...

The tools to capture quality

HARRISON WORLEY  |  TUESDAY, 8 MAY 2018
... then examines earnings momentum, balance sheets and ESG risks. He outlines ESG risk is central to decision making around stocks, but adds that not ticking one of the five boxes does not necessarily preclude an idea from making it into his portfolio. ...