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Showing 71 - 80 of 794 results for "Passive"

Perpetual delivers 'mixed' performance in Q2

ELIZA BAVIN  |  THURSDAY, 30 JAN 2025
... scarcity of undervalued securities, pressure to remain fully invested to avoid underperformance, and competition from passive funds that simply track the market. "Accordingly, we anticipate portfolio returns for our covered firms to reduce to mid to ...

Bumpy roads ahead for traditional active managers

MATTHEW WAI  |  WEDNESDAY, 29 JAN 2025
... positioned for growth. This is due to the uniqueness of said products, where the strategies will not be easily replicated by passive investments. In comparison to active managers, super funds are well-positioned for growth with their strategic fee alterations ...

Industry breaks records for assets, flows, and product launches

ANDREW MCKEAN  |  TUESDAY, 14 JAN 2025
... BlackRock's iShares recorded a combined $24.4 billion in net inflows - accounting for nearly 80% of industry flows. Passive exposures again led the way for flows last year, mostly via market cap index tracking ETFs, which received 81% of total flows. ...

Monetary policy to underscore 2025 allocations

ANDREW MCKEAN  |  FRIDAY, 10 JAN 2025
... larger and small REITs as well as between groups more engaged in activities such as funds management and those aligned to passive rent collecting," Berry said. He said the market rally could extend, potentially favouring a small company or smaller REIT ...

FX expert jumps from Insight to HSBC

ELIZABETH FRY  |  THURSDAY, 12 DEC 2024
... where he ran currency overlays. Previously, the forex specialist spent 15 years at Principal Global Investors as head of passive currency and chief dealer and as head of payments and FX at trading platform AXIchain. He was also manager of treasury sales ...

Investment habits of the generations revealed

ELIZA BAVIN  |  TUESDAY, 10 DEC 2024
... financial gains compared to older Australians. Gen Y and Gen Z are more likely to invest in areas such as cryptocurrencies and passive ETFs compared to Gen X who make significantly greater use of super and Australian shares. In addition, one in five ...

Australian Retirement Trust primed for growth: Morningstar

JAMIE WILLIAMSON  |  FRIDAY, 29 NOV 2024
... with an asset based that is scalable through underlying publicly listed investment capabilities that are in large part passive, keeping fees competitive. "The private and midrisk asset books have been elemental to the fund's returns, though liquidity ...

Ausbil to launch inaugural ETF

ELIZA BAVIN  |  WEDNESDAY, 27 NOV 2024
... substantial opportunity in the Australian listed market for active dividend income managers. "While there are several passive, rules-based options available, we believe Ausbil's active management approach provides a distinct competitive advantage," he ...

Low-cost funds outperform in most asset classes: Morningstar

MATTHEW WAI  |  TUESDAY, 19 NOV 2024
... cheapest (38%) outperformed the priciest quintile (14%). Australian large-cap equities, which include a significant number of passive finds in the cheapest quintiles, saw the cheapest options log a 55% success rate as the priciest scored 20%. While fees ...

Active managers outperform in limited asset classes, fall short in survivorship

KARREN VERGARA  |  MONDAY, 18 NOV 2024
Active fund managers tend to outperform their passive counterparts in certain categories like Australian equity income and bonds, but the latter has better survivorship rates, according to Morningstar's latest Active/Passive Barometer report. The analysis ...