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Showing 1 - 10 of 2497 results for %22Fixed income%22

Inflation spooks retirees more than healthcare costs

KARREN VERGARA  |  FRIDAY, 10 MAY 2024
... in the US have increased noticeably in recent years, and that is particularly challenging for retirees living on fixed income sources. "The challenges facing retirees today are further evidence of the retirement savings crisis. For younger generations ...

Frontier grows consulting, governance teams

ELIZABETH FRY  |  FRIDAY, 10 MAY 2024
... following a five-year stint in an investment consulting role at Zenith Investment Partners, where he worked across fixed income, alternatives and private markets. Also, Frontier's investment governance function will also gain a boost from the appointment ...

Betashares launches Australian Major Bank Subordinated Debt ETF

ANDREW MCKEAN  |  THURSDAY, 9 MAY 2024
... Australian investors and their financial advisers," he said. With the launch of BSUB, Betashares' now offers 19 cash and fixed income ETFs with $10.5 billion in funds under management. Over the past 12 months, its received $2.5 billion in net flows into ...

ATO flags key focus areas this tax time

ELIZA BAVIN  |  MONDAY, 6 MAY 2024
... work-related deduction, and around half of those claimed a deduction related to working from home. Last year, the ATO revised the fixed rate method of calculating a working from home deduction to broaden what is included, increase the rate, and adjust ...

Janus Henderson acquires NBK Wealth, Tabula Investment Management

ANDREW MCKEAN  |  FRIDAY, 3 MAY 2024
... leveraged" and builds on the firm's active proposition in the US, where it ranks as the fourth-largest provider of active fixed income ETFs by AUM. The firm noted that the European ETF market is experiencing a "significant transformation," mirroring ...

Pinnacle backs fledgling UK boutique

KARREN VERGARA  |  FRIDAY, 3 MAY 2024
... will take the majority stake. RLAM has about $310 billion in assets under management and offers products invested in fixed income, equities, multi-assets, cash, and property. London-based Rutter has been head of equities at RLAM since 2017. Before that ...

Succession planning troubles family offices: J.P. Morgan

KARREN VERGARA  |  TUESDAY, 30 APR 2024
... consistently building out core, liquid portfolios with an average public equity allocation of 26%, and an average fixed income and cash allocation of 20%. Cash allocations still appear relatively high relative to history." While they do employ robust ...

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 ...

First Sentier axes investment units, AUM takes $14bn hit

KARREN VERGARA  |  TUESDAY, 23 APR 2024
... billion in assets under management. The investment manager this morning announced that its locally based Australian fixed income, global credit, equity income, and emerging companies units will close. "We have looked across our business in Australia ...
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