All Articles tagged with 'Jun Bei Liu'

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Ten Cap Alpha Plus Fund Complex ETF receives ‘Recommended’ rating from Lonsec

Lonsec has rated the Ten Cap Alpha Plus Fund Complex ETF ‘Recommended’, citing confidence in the ETF’s underlying investment process and portfolio management ownership. In its rating report Lonsec said

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15 Dec 2025

2026 – some worries but mostly wonderful

As the global economy balances optimism and risk, Ten Cap is approaching 2026 with confidence, noting underlying fragility remains due to lingering tariff concerns and rising imbalances as a result

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03 Dec 2025

Ten Cap lists active ETF on the ASX

Ten Cap has listed its first active ETF, Tcap (ASX: TCAP), on the Australian Securities Exchange (ASX) today. Tcap is an Australia only long-short active extension strategy. Its underlying strategy

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25 Nov 2025

Ten Cap to launch first active ETF on the ASX

Ten Cap will launch its first active ETF, Tcap (ASX: TCAP), on the Australian Securities Exchange on 24 November. Tcap’s underlying strategy will be based on the firm’s long-standing investment

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19 Nov 2025

Ten Cap appoints Mark Kellock as a senior equity analyst

Ten Cap has appointed Mark Kellock to the role of senior equity analyst within its investment team. He will work from Sydney and will report to founder and lead fund

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23 Oct 2025

Lonsec rates Ten Cap’s Alpha Plus Fund ‘Recommended’

Lonsec has rated Ten Cap’s Alpha Plus Fund ‘Recommended’, citing confidence in the fund’s investment approach and leadership. In its rating report Lonsec said portfolio manager Jun Bei Liu takes

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16 May 2025

Rising animal spirits to boost equity markets

Despite posting solid returns through 2024 the key drivers for the market to trade higher throughout 2025 remain intact, according to Jun Bei Liu, portfolio manager, and Jason Todd, CEO,

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30 Jan 2025

Australian reporting season to separate the ‘wheat from the chaff’

Tribeca Investment Partners expects the August reporting season to separate the ‘wheat from the chaff’ in listed companies, with its portfolio managers suggesting slowing economic activity, higher interest rates and

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29 Jul 2024

Fiscal 2024 likely to trump fiscal 2023

With only a few days left of the current ASX reporting season, it is clear that economic recession is now a declining tail risk that has been largely removed from

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29 Feb 2024

AI and resilient corporate earnings to drive global markets for remainder of 2023

From GSFM

While investment opportunities in global share markets hinge on a number of factors, such as artificial intelligence and resilience in corporate earnings, the Australian market continues to be a source

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27 Jul 2023

Earn CPD Points

CPD: A TTR strategy for modern retirement
We are currently witnessing one of the most significant demographic transformations in Australia’s history. Over the next decade, an estimated 2.5 million Australians are expected to enter retirement[1]. This article, [...]
CPD: Trend following in uncertain times
Trend following strategies aim to generate returns by capturing sustained price movements across a diverse range of asset classes. Unlike traditional investment approaches that rely on valuation or forecasting, trend [...]
CPD: Aged care advice and ethics
Data from the Australian Institute of Health and Welfare (AIHW) shows that Australia’s population aged 65 and over is projected to reach 22% – or 8.8 million people – by [...]
CPD: AI governance – a practical framework for advisers
Regulator scrutiny of AI governance just got serious In years to come, they may well call it the ‘Mythos effect’ – the point in early 2026 where all the concerns [...]
CPD: Thinking outside the box – providing a loved one a paycheque for life
Australia’s great wealth transfer is well underway. An estimated $5.4 trillion is expected to pass from those aged 60 and over to younger generations within the next two decades.[1] In [...]