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Investment

Sovereign wealth funds climb to US$5.5tr

ALEX DUNNIN  |  WEDNESDAY, 17 JUL 2013
Sovereign wealth funds have reached an aggregate US$5.5 trillion at June 2013, up 9.1% over the past 12 months, according to the SWF Institute.

Japanese broker enters Australian market

JAMES FERNYHOUGH  |  WEDNESDAY, 17 JUL 2013
Japanese brokerage firm Invast Securities has launched its Australian operation after gaining its licence from the Australian Securities and Investments Commission (ASIC).

Blue Sky invests $20m in Oak Tree retirement villages

MARK SMITH  |  WEDNESDAY, 17 JUL 2013
A fund managed by Blue Sky Private Equity (BSPE) has taken a significant minority stake in Australian retirement community operator Oak Tree Group, investing more than $20 million.

Morningstar to provide share research to RBS Morgans

MARK SMITH  |  WEDNESDAY, 17 JUL 2013
Research and ratings house Morningstar Australasia has expanded its partnership with RBS Morgans to provide international share research to the stockbroking and wealth management firm.

Henderson to grow local presence through "buy and build" approach

MARK SMITH  |  TUESDAY, 16 JUL 2013
Henderson Global Investors (Henderson) plans to grow its presence in Australia with a dual strategy, combining investment in locally established boutique fund managers and launching a number of its global investment strategies in the Australian market.

Brokers tip stocks ahead of public announcement

MARK SMITH  |  TUESDAY, 16 JUL 2013
Some brokers may be 'tipping' off privileged clients, after market data has revealed abnormal trading volumes prior to public release of analyst recommendations on associated stocks, according to a study by independent academic researcher Capital Markets ...

Super fund mergers pose capacity problem

MARK SMITH  |  MONDAY, 15 JUL 2013
Consolidation within the superannuation industry and the subsequent creation of mega funds is forcing chief investment officers to rethink their strategies, threatening to kill off institutional access to nimble boutique managers.

Gold headed to $3k an ounce says ETF pioneer

JAMES FERNYHOUGH  |  FRIDAY, 12 JUL 2013
Gold may yet reach US$3000 an ounce, despite recent downward trends and a current level of around the US$1,200 mark, according to ETF Securities' Graham Tuckwell.

Weak tenant demand hurts Aussie property outlook

MARK SMITH  |  FRIDAY, 12 JUL 2013
Subdued demand in a number of sectors means that Australian commercial real estate has become less attractive, according to La Salle Investment Management.

Wellington forced to pay ASIC's cost of appeal

LAURA MILLAN  |  FRIDAY, 12 JUL 2013
Wellington Capital will be forced to cover the costs incurred by the Australian Securities and Investments Commission (ASIC) after the regulator brought legal proceedings against the responsible entity of the Premium Income Fund (PIF).