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| | | ... outperform their benchmarks increasingly obsolete. To attract and retain flows, active managers must consistently deliver above-average returns, which is very difficult in practice," it read. It noted that even a firm like GQG Partners, which has a stronger ... |
| | | | ... The MCGPI makes clear the central purpose of pensions must remain to secure retirement income, guided by fiduciary duty above all else, Franklin added, noting that pension systems work best when they balance innovation and national priorities with the ... |
| | | | ... rebates. Morningstar's report Putting the performance test to the test shows a heavy concentration of products sitting just above the pass mark of -0.5% per year. Of the 75 products with test results disclosed, 25 of them or one third, scored between ... |
| | | | ... theme highlighted in FX earlier is also being extended into longer-duration assets. "In September, seven countries showed above average demand for sovereign bonds and, six of these were emerging markets nations. Australia was the exception." Additionally ... |
| | | | ... 20 years, this correlation between bonds and equities often turned positive when inflation in advanced economies averaged above 2%. "With this threshold expected to be breached over the next five years, investors may increasingly seek exposures with ... |
| | | | ... has delivered 10.82% investment returns to members within its MySuper option marking the third consecutive year of returns above 9% for the fund. The super fund has also dropped transaction costs from 0.2% to 0.06% for those in the MySuper and Balanced ... |
| | | | ... otherwise. "Nine in 10 of those surveyed who earn $120,000 a year or less and work with an adviser feel financially secure - well above the level of unadvised consumers on the same income," said Abood. Even with economic uncertainty and cost-of-living ... |
| | | | ... market companies. It said these US companies are not rated by any rating agency and investing in these loans involves an above average amount of risk and volatility or loss of principal. "Under the design and distribution obligations (DDO), financial ... |
| | | | ... but someone who shaped the conversation about diversification, challenged convention, supported the local industry, and above all, always stood up for what was right." Meantime, Antipodes was named the Fund Manager of the Year Award, with the foundation ... |
| | | | ... most members draw down the minimum. SMC said in the 2023-24 year, 63% of sampled retirees from three large funds withdrew above the age-based minimum rates through regular pension drawdowns. It added that the trend is even more pronounced among those ... |
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