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Expected returns for Oz equities to get ‘tougher’,

T.Rowe Price’s head of Australian equities and portfolio manager, Randal Jenneke, and the head of multi-asset solutions, Thomas Poullaouec, recently discussed with investors what is in store for the Australian economy post-pandemic. They both provided valuable insights into the vaccine rollout currently underway, policy stimulus and the subsequent pandemic recovery. According to Poullaouec, “the recovery…
Ishan Dan | 11th Jun 2021 | More
Investors short-changed by managed fund disclosures

Australian managed funds are the worst in the world for disclosing to investors what stocks they buy and other portfolio information crucial to making informed decisions. They are also poor at disclosing their ESG and stewardship policies and practices, compared with most other major countries. But the good news is that they are among the…
Greg Bright | 15th Dec 2020 | More
Never waste a crisis, positioning for recovery

After what has been a tumultuous year for the entire world, it’s time to plot a course for the future, both 2021 and beyond. According to Sam Twidale, Portfolio Manager of DNR Capital’s Emerging Companies strategy, markets may be ‘underestimating the extent of the recovery’. We recently caught up with Sam to understand how he…
The Inside Investor | 9th Dec 2020 | More