How advice practices benefit from early ratings on new funds

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In the past month Zenith has been the first Australian research house to rate three new funds from Airlie Funds Management and Firetrail Investments, and as Zenith’s Head of Equities

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January investment strategy update

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Equities continued to make new highs as we moved into 2017, but we are mindful that the outlook is littered with macroeconomic and political risks – not least the forthcoming

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Columbia Threadneedle Investments’ Investment Strategy – August 2016

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We continue to live in a world of extraordinary monetary policy, where investors are no longer surprised by central bank easing and, indeed, have come to expect it. Thus the

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Kardinia Fund awarded ‘Highly Recommended’ rating from Zenith

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For the fifth consecutive year, Kardinia Capital has retained a ‘Highly Recommended’ rating for the Bennelong Kardinia Absolute Return Fund from research house Zenith Investment Partners. Kardinia was formed in

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Investment strategy: Europe, China and the US

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Global markets are being troubled by a range of issues; some old, some new. To my mind, three issues are worth paying close attention to: Global growth Ongoing macroeconomic uncertainties

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Threadneedle’s latest investment strategy and market commentary

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Global equities and global bonds made progress in May 2014, with the former outpacing the latter in local currency terms; for the month, the MSCI World index rose 2.34% in

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Threadneedle’s latest investment strategy and market commentary

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Global equity markets were largely unchanged in April, although this masked a fairly wide dispersion in returns at the sector level. Earlier in the month, for example, technology stocks came

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Threadneedle Investments asset allocation update: April 2014

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In this latest outlook, Mark Burgess, Chief Investment Officer at Threadneedle Investments, assesses market activity so far this year and provides an asset allocation update. Threadneedle halves overweight in equities

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Comment from Threadneedle Investments on the effect of the Ukraine crisis on global markets

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Commenting on the effect on global markets from the Ukraine crisis,Threadneedle Investments’ Chief Investment Officer Mark Burgess, said: “To date, the fallout from the Ukrainian crisis has been largely confined to the

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Threadneedle Investments raises GDP forecast for developed world and sees opportunities in emerging markets following market correction

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Threadneedle Investments has raised its 2014 GDP forecast for developed economies as a result of the strengthening global economic recovery. The company’s US forecast has increased from 2.5% to 2.7%

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