Seven downgraded in van Eyk Aus equities review

Boutique newcomer Solaris was expected to have a relatively smooth transition – keeping the entire ex-Suncorp Investment Management team and using the same process. The report said Solaris had experienced analysts acting as sector portfolio managers, nimble and flexible decision making, and intuitive portfolio construction.

Both managers were said to be at the favourable early stage of the fund life-cycle with “numerous competitive strengths”.

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As the Magnificent Seven fade, CFS looks further afield for returns

Colonial First State chief investment officer Jonathan Armitage says a shift away from reliance on US mega-cap tech stocks is reshaping portfolio resilience, with emerging markets, private debt and catastrophe bonds helping to drive returns across the portfolio.

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