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Superannuation
14 July 2025 by Maja Garaca Djurdjevic

Australia’s productivity future hinges on super, ASFA warns

Australia’s superannuation system is doing more than funding retirements – it’s quietly fuelling the nation’s productivity, lifting GDP, and adding ...
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Fund managers’ Europe bet shaken by Trump’s fresh tariff threat

Fund managers who had been pinning their hopes on Europe as a relative safe haven from trade tensions are facing fresh ...

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T. Rowe Price raises risk profile amid global growth support

T. Rowe Price has modestly increased its risk appetite, upgrading its overall risk profile towards neutral as it seeks ...

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Betashares targets top spot with managed accounts merger

Betashares will merge its managed accounts business with Sydney-based InvestSense to create Trellia Wealth Partners, an ...

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Unpredictable markets spur ‘significant shift’ to active management: Invesco

Index concentration risk along with macro and political volatility has prompted many sovereign wealth funds to turn to ...

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Is political pressure driving major banks to abandon net zero coalitions?

HSBC has withdrawn from the UN-convened Net-Zero Banking Alliance (NZBA), making it the first UK bank to formally exit ...

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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.