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Investment

PhillipCapital boosts local presence

MARK STORY  |  FRIDAY, 18 JAN 2013
Singapore-based integrated financial house, PhillipCapital launched in Australia this week following the rebranding of Australian broking and advisory firm Octa Phillip.

A-REITs come out on top in 2012

MARK SMITH  |  FRIDAY, 18 JAN 2013
Australian real estate investment trusts (A-REITs) have bounced back from losses suffered in recent years, particularly in the aftermath of the financial crisis, returning 32.8% in 2012, according to data from Russell Investments.

Would-be clients snub advice

MARK SMITH  |  FRIDAY, 18 JAN 2013
Potential financial planning clients are less likely to take up advice than they were last year, according to CoreData's 2012 Financial Planning Shadow Shop.

Global fund managers bullish on equities: HSBC

BEN COLLINS  |  FRIDAY, 18 JAN 2013
Not even one global fund manager who responded to a recent HSBC survey is underweight equities, and more than half are underweight cash.

Simple funds should avoid excessive regulation: Equity Trustees

MARK SMITH  |  THURSDAY, 17 JAN 2013
Funds that invest in complex instruments should face more stringent regulation than those that strive for simplicity, according to Equity Trustees head of corporate and fiduciary services Harvey Kalman.

Global bond melt-down on cards: Harris Fraser

MARK SMITH  |  THURSDAY, 17 JAN 2013
A major turn in the US Federal Reserve's policy has increased the potential for a catastrophic fall across fixed income markets, a factor which is being largely ignored by the global investment community, according to wealth manager Harris Fraser.

Business as usual at Mercer

BEN COLLINS  |  THURSDAY, 17 JAN 2013
In the wake of several high-profile redundancies across the global organisation, Mercer has said that it is business as usual for its Australian asset-consulting arm.

Hunter Hall repositions fund

BEN COLLINS  |  THURSDAY, 17 JAN 2013
Hunter Hall has said that changes made to its Australian Value Trust fund, which posted the second lowest result in a recent survey, will mean that it is judged more accurately.

FSC to seek inquiry extension

BEN COLLINS  |  WEDNESDAY, 16 JAN 2013
To ensure fair fees are paid for the management of all charitable trusts in Australia, the Financial Services Council yesterday said it would seek an extension to a Federal Government inquiry.

Structural shifts reposition EMs as less risky investments

MARK SMITH  |  WEDNESDAY, 16 JAN 2013
Emerging markets are entering a new phase characterised by greater structural stability and lower volatility, according to US based asset manager, Neuberger Berman.