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Showing 831 - 840 of 4631 results for "bond"

ETFs undermine product comparison: Research

KARREN VERGARA  |  TUESDAY, 29 SEP 2020
... misleading. Many ETFs have the same name - but invest differently and follow different indices. BlackRock's US Aggregate Bond ETF and Charles Schwab's US Aggregate Bond ETF are examples. ETFs with similar names, tracking similar or related indices ...

Active manager performance slumps: SPIVA

KARREN VERGARA  |  TUESDAY, 29 SEP 2020
... About 60% underperformed the benchmark, while almost all the funds (90%) failed to beat it over a 15-year period. Australian bond funds were a safe haven for many investors, reporting small gains of 2.94% and 2.87% on equal- and asset-weighted bases. ...

Low rates put retirees at risk: Vanguard

ELIZA BAVIN  |  TUESDAY, 29 SEP 2020
Retirees will need to be 100% allocated to equities and greatly elevate their portfolio risk to meet most income needs in the current low yield environment, according to Vanguard. Vanguard's latest research paper titled An enduring solution for ...

Financial advice firms facing failure: Dynamic Asset Consulting

ELIZA BAVIN  |  MONDAY, 28 SEP 2020
Dynamic Asset Consulting (DAC) has warned that financial advisers are putting their businesses and their clients at serious risk by implementing traditional strategic asset allocation (SAA) portfolios. DAC portfolio manager Jerome Lander said most Australian ...

Chief economist update: October rate cut?

BENJAMIN ONG  |  THURSDAY, 24 SEP 2020
... it: "the market was pricing in the possibility that the Reserve Bank will lower the overnight cash rate and the three-year bond target to below 0.25 per cent, as well as cut the rate paid to banks that keep money on deposit with the central bank to below ...

ASIC cleans up 'cash plus' funds

KANIKA SOOD  |  WEDNESDAY, 23 SEP 2020
... closure. The corporate regulator found some funds that labelled themselves as 'cash funds', had asset holdings akin to a bond or diversified fund and hence, higher risk and lower liquidity as compared to cash. It took particular note of 'cash plus' or ...

Chief economist update: RBA negative on negative interest rate policy

BENJAMIN ONG  |  WEDNESDAY, 23 SEP 2020
... curve, supplementing the three-year yield target. Purchases would still be conducted to maintain the target for the three-year bond, but additional purchases could occur further out the curve on a regular basis. (2) Foreign exchange intervention is another ...

Rest climate change case pushes ahead

ELIZABETH MCARTHUR  |  WEDNESDAY, 16 SEP 2020
... climate change risks, arguing that failure to act on climate change and disclose climate change risk could mislead and deceive bond investors. A third newly filed case, Sharma v Environment Ministers will see students ask the court to stop the Vickery ...

Melbourne boutique raising $70m for new fund

KANIKA SOOD  |  TUESDAY, 15 SEP 2020
An impact investing boutique owned by a family office and led by a former JBWere executive is raising $70 million for a new fund. Impact Investment Group's latest fund, the Impact Alternatives Fund, is targeting 6% to 10% per year in returns (before ...

Brace for 5% returns from global stocks

KANIKA SOOD  |  MONDAY, 14 SEP 2020
Investors in global equities should expect 4.9% in annualised returns over the next five years, which is lower than historic averages, according to Northern Trust's annual asset class return predictions. Northern Trust every year publishes its expectations ...