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Showing 1 - 10 of 79 results for "Fixed Income strategies"

Antipodes acquires boutique manager

KARREN VERGARA  |  MONDAY, 29 APR 2024
Antipodes has acquired a fund manager specialising in Asian equity and fixed income strategies that has about $170 million in assets under management. Premium Asia Funds Management is now part of Antipodes' stable, transferring three strategies ...

Franklin Templeton's Brandywine Global launches new fund

ANDREW MCKEAN  |  TUESDAY, 23 APR 2024
... differentiated active opportunities. "Brandywine Global is well recognised in the Australian market for its global fixed income strategies. This fund extends Brandywine Global's capabilities for Australian investors, utilising the same analytical rigour ...

Two new ETFs for Franklin Templeton

KARREN VERGARA  |  MONDAY, 15 APR 2024
... threshold. The Franklin Australian Absolute Return Bond Fund (FRAR) is an actively managed portfolio of fixed income strategies, investing in debt instruments issued by governments and corporations worldwide. It aims to beat the Bloomberg AusBond Bank ...

Two more executives leave Morningstar

ELIZABETH FRY  |  THURSDAY, 21 MAR 2024
... manager research side of the business - Tim Wong and Justin Walsh. It is understood that Wong - who oversaw fixed income strategies - is set to join former colleague Tim Murphy, joint chief executive and head of research at Genium Investment Partners ...

Regal Partners acquires PM Capital

ANDREW MCKEAN  |  FRIDAY, 3 NOV 2023
... Partners has inked a deal to acquire PM Capital, an investment manager with a core focus on equities and fixed income strategies. PM Capital was established by its current chair and chief investment officer Paul Moore; it serves Australian retail investors ...

FIIG Securities picks Equity Trustees for new fund

CASSANDRA BALDINI  |  WEDNESDAY, 4 OCT 2023
... asset class." FIIG Securities currently manages $300 million in individually managed accounts across four fixed income strategies and has a further $5 billion of funds under advice. "Our vision has been to pioneer an environment in Australia where the ...

HESTA moves 10% of portfolio in-house

CASSANDRA BALDINI  |  THURSDAY, 3 AUG 2023
... backed by significant investment in our systems and governance," she said. "We plan to further grow our fixed income strategies and extend internal management to Australian equities in our Sustainable Growth options." Despite the recent growth, Sawtell-Rickson ...

NGS ahead of schedule on net zero strategy

RACHEL ALEMBAKIS  |  FRIDAY, 28 JUL 2023
... effect. "Similarly, in fixed income, we've applied the same approach. We've applied low carbon fixed income strategies. We are also divesting from high carbon intensity infrastructure in favour of carbon efficient infrastructure." Other work ...

ART delivers 10% for members

KARREN VERGARA  |  TUESDAY, 4 JUL 2023
... overseas equities were a standout. The $240 billion super fund's equity portfolio and most of its fixed income strategies are managed externally. In FY2022, ART reported -0.96% for its default option, dragged mostly by the bear market that pushed ...

Absolute-return bond funds fail ambitious returns: Research

KARREN VERGARA  |  FRIDAY, 12 MAY 2023
... maintain a structurally lower level of duration risk and sensitivity to interest rates compared to other fixed income strategies. However, Morningstar found that the PM Capital Enhanced Yield, with a goal of achieving 1.5%-2% above the RBA cash rate ...
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