MM Funds Management
  24 August, 2020
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Money Management Research
The Aussie equity managers retaining the faith in Qantas
Despite the airline’s profit down 91%, there are eight Australian equity funds retaining a stake in the firm, including five from Pendal.
Money Management Research
Could telcos be the next utility?
The increased dependence on internet during the pandemic could lead to telcos and internet providers being classed as utilities in the future.
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Money Management Research
What became of the 10 original emerging markets?
There are now 24 MSCI emerging market countries and only three of the original 10 remain in the index’s largest weightings.
Money Management Research
Climate change funds to outperform
Over the next 12 months, the environmental, social and governance theme most likely to outperform is climate change but only two climate-focused funds have made a return so far this year.
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Money Management Research
Only one infrastructure fund sees positive H1
Just one infrastructure fund saw a positive return for the first half of the year, as many assets were hit hard by the COVID-19 pandemic.
Money Management Original
‘Sobering experience’ likely in earnings season
The upcoming earnings season will be the first opportunity to see the damage COVID-19 has inflicted on firms, according to Pengana.
Money Management Original
Real assets the new source of income: JPMAM
Investors concerned about the illiquidity of real assets should be reassured longer periods of investment could lead to higher returns as real assets are identified as the new source of income.
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