The Key Catalysts Driving Renewable Play Genex Power
First Sentier Investors Senior Portfolio Manager Tim Canham discuss their substantial shareholding in renewable energy company Genex Power.
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Marley Spoon It’s Only Just Begun
Marley Spoon has been operating for 6 years and currently generates half a billion in AUD$ in runway revenue, it achieved positive operating cash flow in H1 2020 and became profitable in Q2 this year. ShareCafe spoke with CEO Fabien Siegel.
Read MoreWhere To Now For The Residential Property Market?
The Agency Group (ASX:AU1) is one of Australia’s fastest-growing integrated real estate service companies, with approximately 280 real estate agents. The company recently released their Preliminary Final Report for the full year ended 30 June 2020.
Read MoreWal King Discusses His New Coal Play
What’s former Leighton chief Wal King up to these days? He’s putting the finishing touches on an astute acquisition by bringing together Terracom Limited (ASX:TER) with Universal Coal.
Read MoreHow US Housing Market Tailwinds May Help James Hardie
With a number of positive macro factors driving the outlook, T. Rowe Price believes the US housing market offers a happy hunting ground for high-quality companies. Ryan Martin, Head of Research, Australian Equities, explains how James Hardie is leveraged to this theme.
Read MoreCorporate Activity And Resource Upgrades Driving Calima Energy (ASX:CE1) Higher
Micheal Dobovich – President – Calima Energy provides an update on activity and the continuing interest by large oil & gas companies in the Montney Formation in northeast British Columbia, Canada, in which it holds a highly prospective position.
Read MoreMagellan Discuss The Restructure Of Their Retail Funds
Magellan’s CEO, Dr Brett Cairns, and Chairman and CIO, Hamish Douglass, provide further clarity on the recently announced proposal to restructure Magellan’s Global Equities Funds, as released to the ASX on Monday, 3rd August 2020.
Read MoreKrakatoa Executive Chairman Colin Locke Discusses Their Drilling Programs
Krakatoa Executive Chairman Colin Locke provides an update on the company’s Belgravia Porphyry Project and the Turon Gold Project.
Read MoreWould You Let Hot Copper Manage Your Money?
While all the recent marketing hype has been around HotCopper’s change in name to The Market Herald and its Canadian acquisition, Tim McGowen points out that it’s the size of the company’s share portfolio that has actually changed the nature of its business model.
Read MoreAFIC Discuss Their Investment Process
Mark Freeman Chief Executive Officer & Managing Director at Australian Foundation Investment Co (ASX: AFI) provides an update on the LIC’s investment process and investing philosophy.
Read MoreAirlie (ASX:AASF) Portfolio Update
An update from Airlie Funds Management’s Matt Williams about his firm’s Australian Share Fund, which is available to investors in both listed (ASX: AASF) and unlisted form.
Read MoreAustralian Ethical On Emerging Biotech Company Immutep (ASX:IMM)
Mike Murray is an Equities Analyst at Australian Ethical, in this video, he discusses Immutep (ASX:IMM) a company at the forefront of the emerging field of cancer immunotherapy.
Read MorePerennial Value Discuss Marley Spoon (ASX:MMM)
Ryan Sohn, Deputy Portfolio Manager at Perennial Value, discusses subscription-based weekly meal kit services provider Marley Spoon (ASX:MMM).
Read MoreLa Trobe Financial Update May 2020
La Trobe Financial’s Senior Vice President and Chief Investment Officer, Chris Andrews, provides some insights into the way the company conducts its business, the products it offers, and what it stands for.
Read MoreAn Advisers View On Valuations
In this short video, Grant Patterson, CIO and Managing Director of Providence Independent Investment Advisory discusses the current outlook with Michael Ogg, Director of Providence.
Read MoreCOVID-19 And The Implications For Dividends
Scott Kelly, Manager of the DNR Capital Australian Equities Income Portfolio, provides an update on his firm’s outlook for dividends in the Australian equity market.
Read MoreWhere Are The Opportunities In Australian Small-Caps?
Sam Twidale, Portfolio Manager for the DNR Capital Australian Emerging Companies Fund, explains why he believes recent volatility in equity markets has provided some excellent opportunities in the smaller cap sector.
Read MoreL1 Capital (ASX: LSF) Updates The Market
In this video, L1 Capital’s Joint MD and Co-CIO Mark Landau provides an update of the Fund’s positioning and progress.
Read MoreIts Always Been Time To Redeem IPO Wealth
I have ‘banged the drum’ before in regards to my opinion on IPO Wealth but in this current climate there are real risks to the value of their unlisted portfolio of assets.
Read MoreMagellan (ASX:MICH) – The Yield Opportunity With Infrastructure Stocks
Gerald Stack, Portfolio Manager of the Magellan Infrastructure Fund, Currency Hedged (ASX code: MICH), discusses the yield opportunities presently on offer in the Infrastructure sector.
Read MoreAFIC Discusses The Changing Profile Of Its Portfolio
Australian Foundation Investment Company (ASX: AFI) CEO and Chief Investment Officer Mark Freeman discusses the recent changes made to their investment portfolio.
Read MoreWhat Every Investor Should Know About Hybrids
The Schroder Absolute Return Income (Managed Fund) (Chi-X code: PAYS), available on Chi-X, is an actively managed fixed income exchange traded fund (ETF) that aims to help investors strengthen the defensive allocation within their portfolios by boosting income, while seeking to protect capital
Read MoreMagellan (ASX:MICH) Discusses How Natural Disasters Impact Infrastructure Stocks
Gerald Stack, Magellan’s Head of Infrastructure explains how infrastructure stocks can maintain their defensive qualities by managing the impact of natural disasters.
Read MoreAirlie Updates The Market On Their Current Stock Holdings
Airlie Portfolio Manager, Emma Fisher, discusses where the team sees value in 2020 and puts a spotlight on stocks including Mineral Resources, Suncorp and CSL. Emma also outlines where the fund is positioned in relation to the retail sector and in particular their holdings in Premier Investments and Nick Scali. With Westpac under pressure following the Austrac scandal, Emma discusses their view on Westpac and the bank industry as a whole.
Read MoreGlobal Equities: Markets And Opportunities
The rationale for investing globally is irrefutable, however, navigating and investing in an unpredictable world is easier said than done. In this video short video Scott Berg, portfolio manager for the T. Rowe Price Global Growth Equity Strategy looks at the industries that excite him over the next 10 years and explains why you should not apply a singular label to all emerging markets.
Read MorePAYS ETF – Boosting Income While Preserving Capital
The Schroder Absolute Return Income (Managed Fund) Chi-X code: PAYS is an active ETF designed to boost income while preserving capital. In this video, Mihkel Kase Portfolio Manager for PAYS details how the fund can help to strengthen the defensive allocation of portfolios and generate reliable monthly income.
Read MoreCan The Resource & Energy Sectors Supplement Income Needs ?
With a backdrop of low interest rates where should investors seek yield? Informed Investor sat down with Scott Kelly, Portfolio Manager for the DNR Capital Australian Equities Income SMA to find out.
Read MoreWhere Do The Banks Sit In The Switch From Growth To Value?
Jamie Nicol, Portfolio Manager for DNR Capital’s Australian Equities High Conviction Fund and SMA, spoke with Informed Investor about the rotation from growth to value.
Read MoreWhy Alibaba Is A Top Holding In Magellan’s Global Strategies
Hamish Douglass, CIO and Lead Portfolio Manager, discusses China’s Alibaba and why it’s a top holding in Magellan’s Global Strategies.
Read MorePlatinum Asset Management Discuss Global Valuation Anomalies
Clay Smonlinski, Co-Portfolio Manager of the Platinum International Fund discusses the divergence of equity market valuations across global markets at present.
Read MoreThe Outlook For Dividend Growth
With the low interest rate environment currently in place, dividends are more important than ever in the context of earning satisfactory returns on your money. Scott Kelly from DNR Capital tells Informed Investor more.
Read MoreStock Specific Risks Can Create Tremendous Opportunities
The DNR Capital Australian Equities High Conviction Fund owns both James Hardie and Lend Lease in its portfolio as at August 2019.
Read MoreNanosonics Post Reporting Season Update
DNR Capital Portfolio Manager Sam Twidale last discussed Nanosonics (ASX:NAN) back in April 2019. Since that time the share price has rallied strongly from the mid $4 level back in April to touching $7 since reporting in late August.The DNR Capital Australian Emerging Companies Fund currently holds a 6% position in Nanosonics.
Read MoreMagellan Launches ASX Listed High Conviction Listed Investment Trust
Magellan Financial Group announced this week that it will launch a listed investment trust for its successful ‘high conviction’ strategy. Chris Wheldon, Portfolio Manager of the High Conviction Fund and an Assistant Portfolio Manager on the Global Equities Strategies sat down to tell us more.
Read MoreHow Do You Invest In A Low Growth Environment?
A low growth environment can present many challenges for investors. Nick Beecroft from T. Rowe Price provides a few pointers on how to negotiate these types of market conditions.
Read MoreLa Trobe Financial: How Sequencing Risk Can Affect Retirees
Sequencing risk – the risk of capital loss through unfavourable timing of investments – can play havoc with retirement funds, Chris Andrews, CIO of La Trobe Financial, sat down with Informed Investor to tell us more.
Read MoreIs It Time To Be Cautious With Australian Equity Exposures?
The local equities market has had a great run so far in 2019, up around 20%. But has it run too far? Randall Jenneke from T. Rowe Price gives his thoughts to Informed Investor.
Read MoreWhat Is Going On In The Gold Market At The Moment?
The gold price seems to be touching on new all-time highs with virtually every trading session. Where to from here? Informed Investor asked that very question to Barry Dawes, Executive Chairman of Martin Place Securities.
Read MoreThe Pitfalls Of Creating Income Via An Options Strategy
If professional fund managers like Mirrabooka has seen their option-income almost halve, is it worthwhile creating income via an options strategy? Importantly how do you judge what is a sufficient yield to justify the strategy?
Read MoreIs Trump The Risk Or Reward For Equity Markets?
Magellan Asset Management’s Hamish Douglass shares his thoughts with Informed Investor about the influence of the Trump Whitehouse on equity markets.
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