Mirae Asia Great Consumer fund upgraded to 'Recommended'
The Asian middle class, but particularly that in China and India, is one of the fastest growing-population cohorts in the world; and potentially, the most...
Three stocks that delivered for Sage Capital in December
Most fund managers would probably prefer smooth sailing in their first 18 months of operation, not a global pandemic and the most volatile period for equity...
GQG hits US$86 billion despite growth sell off
Leading global equity manager GQG Partners, which is now just five years old, is now four times larger than home-grown Platinum Asset Management and closing in...
BNY Mellon launches 'Future' thematic focus
BNY Mellon, one of the three oldest banks in the US, in partnership with its subsidiary Newton Investment Management, is launching a range of industry-leading...
Is internalisation the best way forward?
It was surprising to hear that one of the Platinum Asset Management’s top performing managers, Joseph Lai, Portfolio Manager of the Platinum Asia Fund,...
Block, build, commit
After being awarded Fund Manager of the Year for 2020, you could be forgiven for expecting Pendal to rest on its laurels and cruise into the Christmas break....
Spatium's secret small cap sauce
Four years ago, old high-school buddies Nicholas Quinn and Jesse Moors were taking in the sunshine at a café on Melbourne’s Southbank, when they...
DNR adds SkyCity and Scentre
Australian equities fund manager, DNR Capital, which is managed and led by chief investment officer Jamie Nicol and Portfolio Manager Scott Kelly, says the...
IIG launches its $70m Impact Fund
Impact Investment Group (IIG) announced the launch of its new $70 million impact investment fund, designed to balance profit and purpose with a sustainable and...
Device Stars Part 3
4DMedical (4DX, $1.58)Market capitalisation: $418 millionThree-year total return: n/aAnalysts’ consensus target price: $1.70 (Thomson Reuters) Imaging...
DNR Capital: "Quality companies poised to win"
Market risks appear more balanced, quality companies poised to win market share.