Fund Features

With a number of new listed investment company launches anticipated before year-end, Anthony Fensom looks at what investors can expect in fiscal 2019.

Hamish Douglass, the co-founder and public face of the $74 billion asset manager Magellan Financial Group, is stepping down as chief executive to spend more time picking stocks.

Ahead of the latest news of a US SEC regulatory action against Elon Musk, a T. Rowe Price portfolio manager affirmed his belief in Tesla and its founding CEO.

The tech giants that have revolutionised our lives are bent on a winner-takes-all path with scant regard for dividends, and some of Donald Trump’s policies are just plain stupid. 

Continual changes in frontier and emerging indices put a premium on active managers' skills.

Short-selling has its fair share of critics, including high-profile Tesla CEO Elon Musk, who has garnered headlines for his notorious outbursts against short investors.

Interest is growing in global listed property as direct property proves increasingly fraught for Australian investors, according to Morningstar.

T. Rowe Price's Australian equities team has bought into telecommunications for the first time in five years, and is more bullish than many on commodities.

High-paying investments that maintain their distribution rates without necessarily increasing them have an important place in portfolios, but are not the only way to invest for income, writes John Rekenthaler.

Liquidity, transparency, and tax efficiency are hallmarks of ETFs, but Ben Johnson says some of these benefits can be oversold.

Morningstar's Peter Bull likes companies with pricing power and niche products, and names that catch his eye include Microsoft, Colgate and luxury retailers like Louis Vuitton and Christian Dior.  

An understanding of inside and outside forecasting and the intrinsic fees-performance connection are among the powerful investor lessons of Morningstar's Active/Passive Barometer.

In our global climate of geopolitical crises, trade disputes and general uncertainty, a multi-asset approach to emerging market investing can be useful, says Morningstar UK's Dan Kemp.

Geopolitical turmoil and other international market movers play a part in this team's value-selection process, explains Franklin Templeton's Peter Wlimshurst.

Infrastructure may sound like a dry word reserved for technocrats, but in the mind of the investor it's synonymous with tangible assets, predictable cash flows and steady returns.