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11 September 2025 by Adrian Suljanovic

No bear market in sight for Aussie shares but banks face rotation risk

Australian equities are defying expectations, with resilient earnings, policy support and a shift away from bank dominance fuelling confidence that ...
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US funds drive steep outflows at GQG Partners

Outflows of US$1.4 billion from its US equity funds have contributed to GQG Partners reporting its highest monthly ...

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Super funds’ hedge moves point to early upside risk for AUD

Australian superannuation funds have slightly lifted their hedge ratios on international equities, reversing a ...

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Australia’s super giant goes big on impact: $2bn and counting

Australia’s second largest super fund is prioritising impact investing with a $2 billion commitment, targeting assets ...

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Over half of Australian funds have closed in 15 years, A-REITs hit hardest

Over half of Australian investment funds available 15 years ago have either merged or closed, with Australian equity ...

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Are big banks entering a new cost-control cycle?

Australia’s biggest banks have axed thousands of jobs despite reporting record profits over the year, fuelling concerns ...

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Morningstar boosts research

  •  
By Christine St Anne
  •  
2 minute read

The global research firm has hired two people as it continues to expand its business.

Morningstar Australasia (Morningstar) has hired two people to its local funds research team as the firm looks to expand its research capabilities.

"Given the increasing demand for our independent funds research, we've strengthened our team to help us meet client demand and drive a number of new initiatives including research on exchange-traded funds and industry superannuation funds," Morningstar co-head of fund research Tim Murphy said.

The firm has hired Julian Robertson as a senior research analyst and Tom Whitelaw as a research analyst.

Robertson recently worked for a UK-based asset management firm that focused on emerging markets.

 
 

In his job with Morningstar, Robertson will focus on research analysis and help Murphy with clients in financial planning dealer groups.

Whitelaw joins Morningstar from the firm's London office. He joined the company in 2007 and will continue to work in managed funds research.

Morningstar has secured a number of clients this year including Millennium3 and Matrix Planning Solutions.

Last month the firm bought equity research firm Aegis for an undisclosed amount.