Its 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.
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Magellan (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 MoreWal King, An ICAC Exonerated Director And The Unusual Takeover Offer For Universal Coal
Every so often you see a corporate transaction that looks like its straight out of the 1980s. In those days you had loose regulations and highly leveraged entrepreneurs. Today the equivalent is the takeover of Universal Coal (ASX:UNV) by Terracom Limited (ASX:TER) which sees a private equity style takeover offer exploiting a regulatory loophole. And once again the real loser could be the vulnerable retail shareholder.
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.
Read MoreTalking Income – Banks, Telstra, Woolworths & New Opportunities
Scott Kelly, Portfolio Manager for the DNR Capital Australian Equities Income SMA, gives Informed Investor his thoughts about which are the best income stocks on the ASX at the moment.
Read MoreHow 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.
Read MoreDNR 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.
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.
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