How Are BHP & RIO Positioned In The Current Commodity Pricing Cycle
Rohan Walsh is the Portfolio Manager of the Ironbark Karara Australian Equities Fund. In this video he discusses BHP, RIO and commodity prices.
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DNR Capital: Yesterday’s Market Heroes
Jamie Nicol, Portfolio Manager for DNR Capital’s Australian Equities High Conviction Fund and SMA, spoke with Informed Investor about where to find value in equity markets at the moment.
Read MoreDNR Capital Stock Story: Super Retail Group (ASX: SUL)
Scott Kelly, Portfolio Manager for the DNR Capital Australian Equities Income SMA, discusses Australian retailer Super Retail Group (ASX: SUL) with Informed Investor.
Read MoreDNR Capital Stock Story: Freedom Foods Group (ASX: FNP)
Sam Twidale, Portfolio Manager for the DNR Capital Australian Emerging Companies Fund, unpicks Australian consumer staples company Freedom Foods (ASX: FNP) for Informed Investor.
Read MoreIronbark Karara Discuss Gold, Iron Ore And Lithium Stocks
Nick Greenway is the Portfolio Manager of the Ironbark Karara Small Companies Fund. In this video he discusses the small cap metal and mining space.
Read MoreClinuvel Pharmaceuticals – Minimal Concerns Over FDA Delay
Investors were quick to drop Clinuvel shares after an update on the Prescription Drug User Fee Act (PDUFA) goal date for its SCENESSE product. However, analysts at Moelis note that while any delay around FDA approval is disappointing, it’s likely only a timing issue.
Read MoreInvesting With Impact And A Targeted 8.25%*pa Distribution Rate
The Specialist Residential Property Impact Fund provides institutional, wholesale and retail investors the opportunity to participate in an emerging market of disability housing, and to help deliver vitally important social outcomes for people with disabilities and their families and carers. Keith Cullen, Founder & Managing Director of Spring Financial Group explains more in the accompanying video.
Read MoreIdentifying Quality Small Cap Stocks
Sam Twidale, Portfolio Manager for DNR Capital’s Australian Emerging Companies Fund, speaks with Informed Investor about how he identifies small-cap stocks for his Fund in volatile trading conditions.
Read MoreHamish Douglass – Where Are We In The Equity Cycle?
Magellan Asset Management’s Hamish Douglass shares his thoughts with Informed Investor about where we are currently placed in the economic cycle.
Read More$US Exposure Can Now Be Gained Via An ETF
ETF Securities’ ZUSD ETF offers investor a cheap and effective US Dollar currency play. ETFS’ Head of Sales, Kanish Chugh, tells Informed Investor more.
Read MoreHamish Douglass Discusses The Road Forward For Facebook
It has been a turbulent time for Facebook over the past year, to say the very least. But where to now for the ubiquitous social media giant? Magellan Asset Management’s Hamish Douglass gives Informed Investor his thoughts on the subject.
Read MoreDNR Capital: Talking Stock – REA Group (ASX:REA)
DNR Capital’s Jamie Nicol speaks with Informed Investor about REA Group (ASX: REA), a leader in the global digital property industry.
Read MoreDNR Capital: Talking Stock – Nanosonics (ASX:NAN)
DNR Capital’s Sam Twidale shares some insights with Informed Investor about Sydney-based medical technology company Nanosonics (ASX: NAN).
Read MoreEquus Point Capital Talk Momentum Investing
Rob Stewart, Portfolio Manager and Co-Founder of Equus Point Capital, gives Informed Investor some insights into momentum investing.
Read MoreLa Trobe Financial: Where Can An Investor Find Better Returns On Their Cash?
Chris Andrews, CIO of La Trobe Financial, gives Informed Investor some insights into the ways investors can achieve good cash-enhanced returns in the market at present, with particular focus on La Trobe’s 12-month Term Account.
Read MoreThe Consequences Of Potential Franking Credit Change
Scott Kelly from DNR Capital shares his thoughts with Informed Investor on the potential implications should any of the proposed changes to franking credit treatment become reality through a Labor election win.
Read MoreIPO Wealth: More Questions Than Answers
Informed Investor Managing Director Tim McGowen looks into the product offering of wealth manager IPO Wealth.
Read MoreThe Art Of Investing In Businesses That Have Already Won
Stephen Arnold from Aoris Investment Management explains to Informed Investor his firm’s preference for proven and established businesses over the new hot stock on the block.
Read MoreDNR Capital Talk Link Administration (ASX:LNK)
Link Group (ASX: LNK) is a leading provider of outsourced administration services platforms to the Australian superannuation industry and shareholder services to listed companies around the globe. Earlier this year they completed their acquisition of PEXA, Australia’s first (and, at present, only) online property exchange. Scott Kelly, Manager of DNR Capital’s Australian Equities Income Portfolio, explains why they see LNK as a core holding.
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Airlie Funds Management Discuss Nick Scali (ASX: NCK)
In this video, Matt Williams from Airlie Funds Management gives Informed Investor some insights into what’s been happening at Australian furniture importer and retailer Nick Scali (ASX: NCK).
Read MoreParadice Investment Management Discuss Market Volatility
In this Informed Investor video James McBeath, Portfolio Manager at Paradice Investment Management explains what is behind the current volatility in global markets and examines the macroeconomic factors set to impact markets in 2019.
Read MoreDNR Capital Talk About ARB Corporation (ASX:ARB)
In this Informed Investor video Sam Twidale, Portfolio Manager at DNR Capital explains why the sell-off in ARB Corporation Limited might be overdone (ASX:ARB).
Read MoreInvesting For Income In Direct Property
As 2018 draws to a close with continued volatility in global equity markets, consistent returns and solid long-term growth are becoming increasingly difficult to find. Steven Hall, Head of Direct Property at Australian-based fund manager Charter Hall, proposes Direct Property as an asset class that may fill that bill.
Read MoreDNR Capital Talk Sequencing Risk
In this video interview with Informed Investor, Scott Kelly, Portfolio Manager at DNR Capital, explains what retirees can do to reduce their exposure to sequencing risk.
Read MoreLongevity In The Financial Planning Process
In this video interview with Informed Investor, David Williams from My Longevity discusses the importance of longevity in the financial planning process.
Read MoreThe Challenges And Opportunities For The mFund Platform
In this video interview with Informed Investor, David Ho from the ASX discusses how the mFund platform has performed so far and what the future holds for this ASX-run trade execution and settlement service.
Read MoreIs It Time To Switch From Momentum To Value Investing?
Perennial Value Managing Director John Murray sees calendar year 2018 as a turning point for value investing, with a switch out of momentum and growth stocks a logical move given stock prices and yields of value stocks.
Read MoreCharitable LIC Reaches Offer Target Early
Hearts and Minds Investments, a new listed investment company with performance and charitable goals, has closed its general offer early following strong market support.
Read MoreWhat’s The Best Bank To Own Post The Royal Commission?
In this video, Jamie Nicol from DNR Capital gives Informed Investor some insights into the Australian banking sector post the Royal Commission and tells us which bank they believe currently offers the best value for investors.
Read MoreAirlie Funds Management talk James Hardie (ASX: JHX)
In this video, Emma Goodsell from Airlie Funds Management gives Informed Investor her views on Australian building products manufacturer James Hardie (ASX: JHX).
Read MoreWhy Investing With Principle Doesn’t Have To Cost You Returns
Michael Cantara from MFS discusses ESG factors and the role they play in today’s investment process.
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DNR Capital talk about Bravura Solutions (ASX:BVS)
In this Informed Investor video Sam Twidale, Portfolio Manager at DNR Capital explains why the market might be underestimating software solutions provider Bravura Solutions (ASX:BVS).
Read MorePrivate Portfolio Managers talks Amcor (ASX:AMC)
In this Informed Investor video Hugh MacNally, Director and founder of Private Portfolio Managers explains why the firm continues to hold Amcor in their portfolios.
Read MoreHow E-Commerce is driving industrial property
In this Informed Investor video Steven Bennet, Head of Direct Property at Charter Hall examines the current dynamics of the industrial property market
Read More4D – Should Infrastructure Always Be Considered A Defensive Asset Class?
Sarah Shaw from Bennelong’s 4D boutique Fund talks with Informed Investor about how the different investment choices within infrastructure make it a more flexible asset class than investors understand.
Read MoreThe Global Economy & Bond Markets According To Franklin Templeton
In this video, Franklin Templeton’s Chris Siniakov talks to Informed Investor about the current state of the global economy.
Read MoreDNR Capital – Has Growth Run Too Hard?
Growth stocks have strongly outperformed their value peers. Informed Investor spoke with DNR Capital’s Jamie Nicol to hear his thoughts on whether or not they have run too hard.
Read MoreSG Hiscock Discusses All Things Property
With so much uncertainty plaguing the residential property market at the moment, Informed Investor thought it a good time to sit down with SG Hiscock’s Grant Berry to discuss the broader property sector and Australian Real Estate Investment Trusts (AREITs) in particular.
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