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Showing 71 - 80 of 823 results for "Morningstar"

Perpetual delivers 'mixed' performance in Q2

ELIZA BAVIN  |  THURSDAY, 30 JAN 2025
... Global Select Strategy, which outperformed its benchmark in the year to 2024. The results come after a new report from Morningstar said active managers in Australia should anticipate a bumpy road ahead. "Our covered firms - inclusive of Challenger, Perpetual ...

Bumpy roads ahead for traditional active managers

MATTHEW WAI  |  WEDNESDAY, 29 JAN 2025
... alterations and broad range of investment options through default choice and mandatory contributions. By doing so, Morningstar believes they can bring simplicity, cost-effectiveness, and a balance of growth. Meanwhile, flows into ETFs remain solid, with ...

Atrium winds up global listed infrastructure fund

KARREN VERGARA  |  TUESDAY, 28 JAN 2025
... the fund continues to meet the likely objectives, financial situation and needs of its target market." According to Morningstar, the fund has been managed by Magellan's team since 2019, comprising Gerald Stack, Ofer Karliner, and Ben McVicar. The ...

Climate funds see first year of outflows

ROSE MARY PETRASS  |  FRIDAY, 24 JAN 2025
... suffered more withdrawals than deposits in 2024, with net outflows reaching US$24 billion, according to fresh data from Morningstar. In Europe, climate thematic funds experienced the largest outflows of any category during 2024. In December, Article ...

Entireti appoints chief investment officer

JAMIE WILLIAMSON  |  THURSDAY, 23 JAN 2025
... executive director, research at Rainmaker Information. He previously spent several years as director, manager selection at Morningstar Australia, and spent more than a decade as executive manager, research within Commonwealth Bank's wealth management ...

Iress expands wealth team with multiple new roles

ANDREW MCKEAN  |  WEDNESDAY, 22 JAN 2025
... she served as vice president of Australia. Iress also appointed Tom Cochran, formerly a national account manager at Morningstar, as head of partnerships. He'll work with other technology solutions, licensees, and product providers across investments ...

Where to invest when local equities look expensive

ANDREW MCKEAN  |  MONDAY, 20 JAN 2025
... skewed towards the domestic market; investors have avenues to seek out diversification and better value, according to Morningstar market strategist Lochlan Halloway. Australian equities are trading 8% above fair value, making local markets among the ...

CC Capital outbids Bain again, increases Insignia offer

JAMIE WILLIAMSON  |  FRIDAY, 17 JAN 2025
... Insignia Financial said it is considering the revised proposal. When CC Capital first made a play for Insignia Financial, Morningstar analysts described the offer as "relatively attractive" and said it vindicated the wealth manager's improved fundamentals. ...

Insignia takeover heats up, Bain Capital ups bid

KARREN VERGARA  |  MONDAY, 13 JAN 2025
... is a 40% premium to Insignia's share price prior to Bain Capital instigating the takeover talks on December 12. Morningstar equity analyst Shaun Ler said CC Capital's bid "vindicates our view that Insignia was undervalued, and that its earnings ...

Investors should stay the course in 2025: Expert

MATTHEW WAI  |  THURSDAY, 9 JAN 2025
Despite some critical short-term influences markets are currently withstanding, Morningstar portfolio manager Bianca Rose is advising investors to tread into the new year carefully without committing their investments solely to those events. Rose told ...