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ASSET MANAGEMENT News & Analysis

Our top opportunities in the asset manager sector
Stocks
Our top opportunities in the asset manager sector
Signs of stabilisation, but competitive positioning still weakening against passive investments.
Shaun Ler | 14 April 2024
Morningstar’s analysts shift outlook for Platinum after mandate loss
Stocks
Morningstar’s analysts shift outlook for Platinum after mandate loss
We cut our Fair Value and revise our estimates for Platinum’s future earnings
Shani Jayamanne | 02 April 2024
Pinnacle Investment earnings: Resilience evident amid challenging markets
Stocks
Pinnacle Investment earnings: Resilience evident amid challenging markets
As Pinnacle bucks the negative trend in asset management are the shares attractive?
Shaun Ler | 02 February 2024
Undervalued ASX share with potential valuation upside
Stocks
Undervalued ASX share with potential valuation upside
Investors are underestimating the prospects of this ASX listed asset manager. 
Shaun Ler | 17 October 2023
3 undervalued five-star asset management companies
Stocks
3 undervalued five-star asset management companies
We used Morningstar’s stock screener to find 3 five-star asset management companies that provide investors with dividends. 
Nicola Chand | 28 September 2022
Expect a fight for Pendal: Morningstar
Stocks
Expect a fight for Pendal: Morningstar
The board is likely to knock back or negotiate the “opportunistic” offer.
Lewis Jackson | 06 April 2022
Ukraine brings our own democratic values into focus - Firstlinks newsletter
Markets
Ukraine brings our own democratic values into focus - Firstlinks newsletter
+ Death of single-industry funds; Six good stock results; Global property; Top investment theme; Having fun; House of Gucci lessons.
Graham Hand | 03 March 2022
Managing finances after the death of a spouse - Firstlinks newsletter
Markets
Managing finances after the death of a spouse - Firstlinks newsletter
+ Stop the mistakes; Longevity variance; Who is Stephen Jones? Exciting media; Vulnerable in 2022; DDO hybrids; Rebalancing; Colossal waste of...
Graham Hand | 24 February 2022
The traits of a professional stock picker - Firstlinks newsletter
Markets
The traits of a professional stock picker - Firstlinks newsletter
+ LIC Holy Grail or not; House prices in 2023; Howard Marks on selling; Why hold cash? Stocks at 12m lows; SMSF competitive with instos; Agent...
Graham Hand | 17 February 2022
The Fed will always rescue the stock market, right? - Firstlinks newsletter
Markets
The Fed will always rescue the stock market, right? - Firstlinks newsletter
+ Douglass closing interview; Murray's long-term buys; Inflation in commercial property and infrastructure; Family trusts; Aust future; Small...
Graham Hand | 10 February 2022