MM Funds Management
  26 July, 2021
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Money Management Research
Asset managers missing out on rivals’ performance
With the share price of Pinnacle up more than 800% over the last five years, why are asset managers reluctant to invest in their competitors?
Money Management Original
Magellan sets fund limit to reduce dominance of Chinese companies
Funds should be wary of holding high allocations to Chinese companies as Magellan implements risk controls after being “overconfident” and allowing its Alibaba allocation to surpass 8%.
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Money Management Original
The era of ‘new staples’
Microsoft is as close to a staple as you can find today and there are better opportunities than buying a bond, according to Munro Partners.
Money Management Original
RBA outpaces Fed with QE tapering: JPMAM
The Reserve Bank of Australia is six months ahead of the Federal Reserve, according to J.P. Morgan Asset Management, meaning interest rates could rise as early as 18 months’ time.
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Money Management Original
Banks need to fight off fintech disruptors
Income investors can be reassured that dividends are returning, according to Redpoint, but banks won’t reach their pre-COVID levels until 2023 unless they spend to fight off fintech competition.
Industry News
Gap narrows between manager outperformance
The gap between the best and worst-performing managers narrowed in the last financial year with the median Australian equity manager outperforming the index.
Industry News
H1 sees $2.9b raised in IPOs
The volume of IPOs increased by more than five times in the first half of 2021, evidence that the market sentiment is rebounding, with a further 42 planned for the rest of the year.
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