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16 February 2024 • By Jessica Penny • 1 min read

Shaking hands with ex-employees: The case for active management

A fund manager attributes the outperformance of its small cap portfolio to the management team’s proactive approach of consistently engaging with the ...

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Global listed infrastructure’s pivotal opportunity in 2024

Two portfolio managers have explained why the macroeconomic environment, including potential interest rate cuts, have set the stage for the asset ...

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Could Japan and UK recessions affect Australia?

Given much furore around the Asian giant at the start of the year, a surprising technical recession has left market watchers concerned. Japan and ...

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Magellan’s CEO transition seen as positive after George’s challenging tenure

Magellan’s executive leadership restructure has not impacted its ratings. On Thursday, it was revealed that Magellan nabbed Maple-Brown Abbott’s ...

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GQG notches 37% FUM growth for CY2023

In its full year results, the fund manager has highlighted “solid business momentum” across its various geographies and channels. GQG Partners has ...

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Super fund hit by class action over default insurance

An $80 billion fund is facing legal action over allegedly signing up new members to income protection insurance by default without active member ...

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The profitable strategy behind focusing on overlooked stocks

Much like Warren Buffett, Merlon Capital Partners’ Andrew Fraser has a preference for companies that are typically unpopular but have a good history ...

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‘No certainty banks aren’t engaging in fees for no service’, says ASIC

ASIC says it can never be certain that banks are no longer engaging in fees for no service. Appearing before the Senate estimates committee on ...

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Recession risks lurk beneath the surface

AMP’s chief economist has cautioned that, while economic growth has held up far better than expected, Australia is not out of the woods yet

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Rate cuts in 2024 more likely after jobless data surprise

Economists believe the unemployment rate could rise more quickly than the RBA anticipates in 2024. Economists concur that the recent speed at which ...

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