Don’t bet the house on FANG stocks

T Rowe Price Global Equity Fund portfolio manager Scott Berg says there is a risk of being over-reliant on the FANG stocks for returns. Tech is a sector that he is investing in, but he is not betting on continuing…

Domino’s back on the buy list

Following its fall from grace in 2016, Australia’s largest pizza chain Domino’s Pizza Enterprises became one of the most shorted stocks on the ASX. Now sentiment appears to be turning back in its favour, with fund manager T Rowe Price…

Lower structural inflation good for equities

Investors are spending a lot of time worrying about the impact higher inflation might have on their bond and equity portfolios but fund manager Hari Balkrishna says their focus should be on longer-term deflationary forces that will drive markets over…

Fund manager fees tumble

Earlier this month, fund manager Winton Capital Management cut the fees it charges to manage its Winton Global Alpha Fund. It is the latest in a growing list of managers to cut fees over the past 12 months and every…

The market sizes up Amazon’s entry

Retail stocks, such as JB Hi-Fi, Harvey Norman and Myer have taken a pounding in recent months, and one of the factors in their decline is all the talk about the entry of Amazon into the local market. In April,…