Tim McGowen, Author at ShareCafe

DNR Capital Talk Link Administration (ASX:LNK)

January 25, 2019January 31, 2019 - by Tim McGowen

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.

Funds / Shares / Strategy / Video

Four Expert Views On The Outlook For Shares In 2019

January 16, 2019January 16, 2019 - by Tim McGowen

What does 2019 hold in store for global share markets? How will we fare locally? And where are the best investment opportunities? Four of Australia’s leading fund managers share their views.

Airlie Funds Management Discuss Nick Scali (ASX: NCK)

January 14, 2019 - by Tim McGowen

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).

Economics / Funds / Strategy / Video

Paradice Investment Management Discuss Market Volatility

December 21, 2018January 16, 2019 - by Tim McGowen

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.

DNR Capital Talk About ARB Corporation (ASX:ARB)

December 21, 2018 - by Tim McGowen

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).

Funds / Property / Strategy / Video

Investing For Income In Direct Property

December 18, 2018January 16, 2019 - by Tim McGowen

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.

Funds / Strategy / Video

DNR Capital Talk Sequencing Risk

November 13, 2018January 16, 2019 - by Tim McGowen

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.

Strategy / Video

Longevity In The Financial Planning Process

November 13, 2018November 13, 2018 - by Tim McGowen

In this video interview with Informed Investor, David Williams from My Longevity discusses the importance of longevity in the financial planning process.

Funds / Markets / Video

The Challenges And Opportunities For The mFund Platform

November 12, 2018January 16, 2019 - by Tim McGowen

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.

Shares / Strategy / Video

Is It Time To Switch From Momentum To Value Investing?

October 23, 2018October 23, 2018 - by Tim McGowen

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.

Markets / Shares

Charitable LIC Reaches Offer Target Early

October 22, 2018October 22, 2018 - by Tim McGowen

Hearts and Minds Investments, a new listed investment company with performance and charitable goals, has closed its general offer early following strong market support.

What’s The Best Bank To Own Post The Royal Commission?

October 9, 2018October 9, 2018 - by Tim McGowen

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.

Airlie Funds Management talk James Hardie (ASX: JHX)

October 8, 2018October 8, 2018 - by Tim McGowen

In this video, Emma Goodsell from Airlie Funds Management gives Informed Investor her views on Australian building products manufacturer James Hardie (ASX: JHX).

Funds / Strategy / Video

Why Investing With Principle Doesn’t Have To Cost You Returns

October 4, 2018January 16, 2019 - by Tim McGowen

Michael Cantara from MFS discusses ESG factors and the role they play in today’s investment process.

Funds / Shares / Strategy / Video

Maple-Brown Abbott – Equity market valuations

September 26, 2018January 16, 2019 - by Tim McGowen

Dougal Maple-Brown from Maple-Brown Abbott spoke with Informed Investor to crunch some numbers on where they believe Australian equity valuations sit at the moment.

DNR Capital talk about Bravura Solutions (ASX:BVS)

September 18, 2018September 27, 2018 - by Tim McGowen

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).

Private Portfolio Managers talks Amcor (ASX:AMC)

September 6, 2018September 6, 2018 - by Tim McGowen

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.

Property / Video

How E-Commerce is driving industrial property

September 6, 2018September 27, 2018 - by Tim McGowen

In this Informed Investor video Steven Bennet, Head of Direct Property at Charter Hall examines the current dynamics of the industrial property market

4D – Should Infrastructure Always Be Considered A Defensive Asset Class?

August 23, 2018September 27, 2018 - by Tim McGowen

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.

The Global Economy & Bond Markets According To Franklin Templeton

August 15, 2018September 27, 2018 - by Tim McGowen

In this video, Franklin Templeton’s Chris Siniakov talks to Informed Investor about the current state of the global economy.

Funds / Shares / Video

DNR Capital – Has Growth Run Too Hard?

August 14, 2018January 16, 2019 - by Tim McGowen

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.

Property / Video

SG Hiscock Discusses All Things Property

August 9, 2018September 27, 2018 - by Tim McGowen

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.

Magellan Talks Starbucks

August 9, 2018September 27, 2018 - by Tim McGowen

Irrespective of what you might think about their coffee, one fact cannot be denied: with 29,000 stores around the world, Starbucks is a global corporate force to be reckoned with.

Are Telstra’s Earnings Still At Risk?

August 4, 2018December 20, 2018 - by Tim McGowen

In this video Paradice Investments Large Cap Portfolio Manager Philip Wensley examines the outlook for Telstra.

DNR Capital: Are The Banks A Yield Trap?

August 3, 2018December 20, 2018 - by Tim McGowen

In this video DNR Capital Portfolio Manager Scott Kelly examines the dividend outlook for the major banks.

Cadence Announces New Listed Investment Company (LIC)

July 31, 2018December 20, 2018 - by Tim McGowen

In this video, Cadence’s Founder & Chairman, Karl Siegling, discusses the company’s upcoming LIC with Informed Investor.

L1 Capital Launch Limited-Offer UK Property Fund

June 5, 2018December 20, 2018 - by Tim McGowen

The UK property team of L1 Capital led by Mr Kee Gan has launched a limited offer UK residential property fund (L1 Capital UK Residential Property Fund 2).

Video – Geoff Wilson Moves Into Global Equities

May 23, 2018December 20, 2018 - by Tim McGowen

In this exclusive video Geoff Wilson discusses why WAM is moving into Global Equities. Geoff also shares his views on global markets at the moment.

Funds / Strategy

Royal Commission : A Test Case For Responsible Investors

May 2, 2018December 20, 2018 - by Tim McGowen

While the big four banks and AMP remain firmly in the sights of the royal commission, a larger conversation is taking place within the industry’s boardrooms.

Gryphon Capital Income Trust IPO : Where Is The Risk In Seeking Income ?

April 11, 2018December 20, 2018 - by Tim McGowen

As we witnessed during the GFC, equity hybrids act like debt in rising markets and equity in falling markets, which raises the question for many investors – how much risk is being taken in the pursuit of yield?

The Long And Short of L1 Capital’s New IPO

March 13, 2018September 27, 2018 - by Tim McGowen

You don’t often find a fund manager that you’ve never heard of who has delivered a 36.9% annual return. Even less often an Australian based award-winning Long Short manager with $3b under management.

Engineering Absolute Returns On Dalton Street

February 14, 2018September 27, 2018 - by Tim McGowen

If you met Dalton Street Capital’s Alan Sheen, you’d swear he was a professional rugby player.