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.
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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.
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Australian Foundation Investment Company (ASX: AFI) CEO and Chief Investment Officer Mark Freeman discusses the recent changes made to their investment portfolio.
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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
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Gerald Stack, Magellan’s Head of Infrastructure explains how infrastructure stocks can maintain their defensive qualities by managing the impact of natural disasters.
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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.
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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.
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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.
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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.
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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.
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Hamish Douglass, CIO and Lead Portfolio Manager, discusses China’s Alibaba and why it’s a top holding in Magellan’s Global Strategies.
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Clay Smonlinski, Co-Portfolio Manager of the Platinum International Fund discusses the divergence of equity market valuations across global markets at present.
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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.
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The DNR Capital Australian Equities High Conviction Fund owns both James Hardie and Lend Lease in its portfolio as at August 2019.
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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.
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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.
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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.
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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.
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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.
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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.
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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?
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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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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.
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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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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 MoreScott Kelly, Portfolio Manager for the DNR Capital Australian Equities Income SMA, discusses Australian retailer Super Retail Group (ASX: SUL) with Informed Investor.
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Sam Twidale, Portfolio Manager for the DNR Capital Australian Emerging Companies Fund, unpicks Australian consumer staples company Freedom Foods (ASX: FNP) for Informed Investor.
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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.
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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.
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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.
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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.
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Magellan Asset Management’s Hamish Douglass shares his thoughts with Informed Investor about where we are currently placed in the economic cycle.
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ETF Securities’ ZUSD ETF offers investor a cheap and effective US Dollar currency play. ETFS’ Head of Sales, Kanish Chugh, tells Informed Investor more.
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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.
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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’s Sam Twidale shares some insights with Informed Investor about Sydney-based medical technology company Nanosonics (ASX: NAN).
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Rob Stewart, Portfolio Manager and Co-Founder of Equus Point Capital, gives Informed Investor some insights into momentum investing.
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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.
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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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Informed Investor Managing Director Tim McGowen looks into the product offering of wealth manager IPO Wealth.
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