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Australian Ethical, which is already the equal-largest manager of specialist ESG-related funds in Australia, alongside Vanguard, is now aiming to be among the largest of all managers with Australian businesses operating in the wholesale and retail space. And it is hoping technology will help. The manager (ASX: AEF) has partnered with a specialist start-up Alta…

Managed funds research and ratings start-up Foresight Analytics is expanding further in the ultra-competitive retail and advised investment sector through the acquisition of the analytics business of Australia Ratings Group. This follows a tie-up announced earlier this month with Style Analytics Group, a factor analysis firm with offices in Boston and London, which provides research…

As is almost always the case, money talks. When a star portfolio manager suddenly resigns after recording spectacular gains, there is a good chance they have been poached within the funds management industry by a competitor waving more money. Sometimes entire teams leave altogether, or a high-profile portfolio manager may walk out, for one reason…

The annual Awards held by Morningstar saw the winners of 2021 announced across various categories, something we covered here. Taking the majority of the awards was the team at Hyperion, which was also rated the overall Fund Manager for the year. Taking the Global Equities Fund Manager of the Year award, however, was Scott Berg…

Mark Arnold and Jason Orthman stood at the podium to collect three awards at last Friday (Feb 26) afternoon’s annual Morningstar funds awards, including the main prize, that of Fund Manager of the Year. But they didn’t quite scoop the pool. They were on stage four times but had to make way for T. Rowe…

Summary: There has been a rapid and large-scale shift across many industries towards working remotely. Organisations are investing in remote working technology and infrastructure. The popularity of virtual communication platforms has surged. COVID-19 took the world by storm, bringing economies to their knees, schools deserted, shopping centres empty, entire sectors were closed as people were…

According to Martin Currie chief investment officer Reece Birtles, the timing “could not be better for ‘value’ stocks.” This is a theme reiterated by the likes of Andrew Clifford of Platinum Asset Management this week, who described markets as being gripped with “speculative mania in high-growth stocks” in a world that has “gone crazy.” Birtles’…

Last week, investment research firm Morningstar Australasia announced the finalists of the 2021 Morningstar Australia awards. Some of the big names include First Sentier Investors, Franklin Templeton and Hyperion Asset Management – all in the running to win the prized fund manager of the year award. Each of these funds has delivered exceptional returns to…

Every fund manager talks about finding the next Amazon, Facebook, or Google, but very few are able to do it consistently. In fact, a broad majority of global equity strategies seem to live by the saying “if you can’t beat them, join them,” with the big tech names dominating value, growth, and every strategy in…

New retail investors entered the sharemarket in droves over the first six months of the pandemic’s impact. Contrary to widely held views, for the most part, on average, they did very well. Very well indeed. But one has to be careful of averages. They can often mask skews from big single numbers and rarely do…