analysts
Investment Strategy
Analysts Kent Jensen and Alex Mears leave Schroder
Schroder Investment Management Australia says Kent Jensen and Alex Mears have let the firm to pursue other interests. Jensen, whose stock research included media, mining services, paper and packaging, is returning to Norway to embark on a career outside asset management. Mears, who was responsible for uranium, oil and gas and utility stocks, will travel […]
I & T NewsApril 2, 2012
Investment Strategy
Ausbil Dexia to expand analyst team
Ausbil Dexia, which manages about $11 billion in stocks, wants to hire a third resources analyst as the market value of mining stocks in Australia takes up a bigger proportion of indexes. John Grace, director of equity at Sydney-based Ausbil Dexia, says he wants a new analyst to cover metals, mining, and oil and gas. […]
I & T NewsMarch 28, 2012
Investment Strategy
IFM dismisses brokers, analyst forecasts
Industry Funds Management’s Clyde Haldane says stock brokers don’t like him. “The dealers hate us,” says the executive director, listed equities at Melbourne-based IFM. “We buy or sell one stock a year.” Haldane says he has been thinking about long-term investing for 15 years but has only been putting his theories into practise seven years. […]
I & T NewsFebruary 15, 2012
Investment Strategy
Troubled bonds may bolster returns
Investors who shun the bonds of economically troubled countries in the euro zone miss dramatic movements that can benefit their portfolios, says Seema Shah, global rates strategist at Principal Global Investors.
I & T NewsNovember 21, 2011
Investment Strategy
Super and consumer experts debate the SG increase
The Federal Government’s plan to lift the Superannuation Guarantee (SG) from its current 9 per cent to 12 per cent unsurprisingly has widespread industry support. But it might be a surprise for some in the industry that the plan does not have universal and unequivocal community support.
I & T NewsNovember 3, 2011