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Investment

Light at the end of the tunnel for EM debt

LAURA MILLAN  |  FRIDAY, 19 JUN 2015
The correction in emerging markets fixed income has started, but this also means that the rebound is closer than investors initially expected, Lazard Asset Management said.

Animal spirits may be playing with fire

DARREN SNYDER  |  FRIDAY, 19 JUN 2015
Animal spirits are playing a significant role in expenditure decisions by Australian firms even though rates of return and other influences may offer a more unbiased company position.

Investors pretending there's value in the market

MARK SMITH  |  FRIDAY, 19 JUN 2015
Investors are wrongly convincing themselves there is still value in an overpriced equity market, a top performing fund manager says.

Social media, an investment tool in times of turmoil

LAURA MILLAN  |  FRIDAY, 19 JUN 2015
The growing number of users sharing thoughts about finance on social media allows investors to monitor market sentiment almost instantly.

Milliman seeing shift in bond portfolios

DARREN SNYDER  |  FRIDAY, 19 JUN 2015
Holding high quality bonds in an attempt to generate income and offset volatility and drawdowns in the stock market was an approach that served investors well leading up to the financial crisis.

Insync with beer

DARREN SNYDER  |  FRIDAY, 19 JUN 2015
Insync Funds Management chief investment officer Monik Kotecha is joining the list of people saying it makes sense for Australian's to invest in highly profitable alcohol-related companies.

Investment Manager Regime passes through Parliament

MARK SMITH  |  THURSDAY, 18 JUN 2015
The Investment Manager Regime (IMR) legislation, aimed at removing tax uncertainty for foreign investors when using Australia-based fund managers, was passed through Parliament last night.

Fund manager fees too high: David Neal

MARK SMITH  |  THURSDAY, 18 JUN 2015
Investment management fees are too high and if they remain unchecked then fund managers will find clients moving management capabilities in house or search for cheaper options.

La Trobe pooled mortgage fund rated by Zenith

MARK SMITH  |  THURSDAY, 18 JUN 2015
La Trobe Financial's Pooled Mortgage's Option (PMO) has been given a "Recommended" rating by Zenith Investment Partners.

Philo in growth mode after losing key mandate

ALEX BURKE  |  THURSDAY, 18 JUN 2015
Philo Capital is investing in growth after being replaced by State Street Global Advisors (SSGA) to provide portfolio construction services for key client Centric Wealth.