Latest Investment Strategy News

Helloworld Travel has downgraded its FY26 Underlying EBITDA forecast to $57-$62 million, citing the impact of the ongoing Middle East conflict on airline capacity and travel bookings. Despite near-term setbacks, forward bookings from July show signs of recovery.

VanEck Investments Limited has issued a comprehensive Replacement Product Disclosure Statement for eight of its Australian ETFs, detailing investment strategies, fees, risks, and operational protocols under ASX AQUA Rules.

Precinct Properties Group has completed the acquisition of ASB North Wharf through its investment vehicle PPILP, marking a strategic expansion of its premium city centre real estate holdings in Auckland.

Almonty Industries is set to join the prestigious Russell 1000 and 3000 indexes in June 2026, marking a significant milestone that highlights its growth and operational progress amid rising tungsten demand.

Charter Hall Group upgrades its FY26 operating earnings guidance by 3%, buoyed by record institutional capital inflows and expanding funds under management reaching $74.7 billion.

CVC Limited announces the planned resignation of CEO Mark Avery by July 2026, triggering a leadership reshuffle with Executive Chair Craig Treasure set to become Managing Director and Andrew Ashwood stepping in as CEO.

Whitefield Industrials reported a 5.6% drop in net profit to $21.1 million for FY2026 but maintained its fully franked dividend at 10.5 cents per share, while its portfolio outperformed the ASX200 Industrials benchmark over one and three years.

MFF Capital Investments declared a 10-cent fully franked interim dividend for December 2025, with plans to raise it to 11 cents by June 2026. The firm highlights disciplined capital allocation and expands global equities research through its Montaka acquisition.

Pengana International Equities (ASX:PIA) unveils a comprehensive capital management plan offering shareholders an equal-access off-market buy-back at after-tax NTA, a fully franked special dividend, and appoints Antipodes Global Investment Management to steer its portfolio.

Magellan Asset Management is shifting its flagship MGOC ETF to a new systematic equity strategy managed by Vinva Investment Management, slashing fees and eliminating performance charges.

Magellan Financial Group is handing over management of its $5.3 billion global equities funds to Vinva, adopting a new systematic strategy and slashing fees to boost client value.

VanEck Investments Limited has released a comprehensive replacement Product Disclosure Statement for seven Australian bond ETFs, updating key details on investment strategies, risks, fees, and regulatory frameworks.