All Articles tagged with 'Felicity Walsh'

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Brandywine Global Opportunistic Equity Fund awarded second ‘Recommended’ rating

From Brandywine Global

Brandywine Global, a specialist investment manager of Franklin Templeton, is pleased to announce the receipt of a ‘Recommended’ rating by Zenith for the Brandywine Global Opportunistic Equity Fund (GOE). Zenith

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10 Dec 2024

Franklin Templeton boosts capabilities with significant promotions

From Franklin Templeton Australia

Franklin Templeton is pleased to announce several significant promotions as it sets its Australian business up for a period of strong growth, expansion and prepares to add to its list

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27 Nov 2024

Franklin Templeton appoints Rebecca Morgan as Sales Director

From Franklin Templeton Investments

Franklin Templeton has appointed Rebecca Morgan to the position of Sales Director responsible for key intermediary relationships and driving sales growth predominantly across Victoria. “We are thrilled to have a

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22 Oct 2024

Western Asset Enhanced Income Fund receives inaugural Recommended Rating from Zenith

From Western Asset Management

Western Asset Management, a Franklin Templeton company, is pleased to announce that the Western Asset Enhanced Income Fund has received an inaugural Recommended rating from Zenith Investment Partners. Western Asset Enhanced Income

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01 Jul 2024

Martin Currie awarded CFS Equity Income mandate

From Martin Currie Australia

Franklin Templeton specialist investment manager Martin Currie has been selected to manage an Equity Income mandate available on the Colonial First State FirstChoice platform. “We are pleased to be awarded this mandate

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25 Jun 2024

New Brandywine Global Opportunistic Equity Fund assigned a ‘Recommended’ rating from Lonsec

From Brandywine Global

Leading research house, Lonsec Research has awarded Brandywine Global’s Opportunistic Equity Fund an inaugural ‘Recommended’ rating, indicating the research agency has strong conviction the product can meet its investment objectives. “This is

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31 May 2024

Brandywine Global launches its first Global Equity Fund for Australian investors

From Brandywine Global

Brandywine Global, a specialist investment manager of Franklin Templeton and well-regarded in Australia for its fixed income capabilities, has announced the expansion of its suite of products with the launch

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24 Apr 2024

Franklin Templeton launches two flagship active ETFs on ASX

From Franklin Templeton Australia

Franklin Templeton is proud to announce the launch of two active Exchange Traded Funds (ETFs) on the Australian Securities Exchange (ASX). This opens new avenues for Australian investors to diversify

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16 Apr 2024

Franklin Templeton appoints Oliver Britton as Business Development Manager

From Franklin Templeton Australia

Franklin Templeton has announced the appointment of Oliver Britton as Business Development Manager based in Sydney, Australia. Britton joins the firm from Perpetual Asset Management where he was Key Account

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27 Oct 2023

Franklin Templeton appoints Thakshi Wijesundara as Senior Institutional Business Director

From Franklin Templeton Investments

Franklin Templeton has announced the appointment of Thakshi Wijesundara as Senior Institutional Business Director based in Melbourne, Australia. Wijesundara joins the firm from Northern Trust where she was head of

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27 Sep 2023

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CPD: Tax and Self-Managed Super Funds
Super assets reached $4.2 trillion at the end of 2024, with SMSF assets forming roughly one third of the superannuation savings pool and exhibiting a six percent year on year [...]
CPD: Conflicts of interest – preparing for ASIC’s overhaul of RG 181
Introduction In late 2024, ASIC announced[1] it would be consulting with licensees and other stakeholders as part of its review and update of several Regulatory Guides, including RG 181- Licensing: [...]
CPD: Listed investments and the ethical practice
The announcement of tariffs to be imposed by the US heralded increased volatility across global financial markets. In such an environment, investors may be more likely to scrutinise the advice [...]
CPD: Trend following investments – patience is a virtue
Trend following strategies have several properties desirable to investors, particularly during periods of market volatility. In this article from GSFM’s investment partner Man Group explains why patience is a virtue [...]
CPD: The private credit zeitgeist
Private credit has been the topic de jour, with new funds being launched regularly over the past two to three years. What’s behind the sudden rise in the number of [...]