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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Argo Investments 2018-19 results were similar to many of its rivals in the Listed Investment Company (LIC) space, or those more traditional with big holdings in old-line stocks like the big miners such as BHP and Rio Tinto and the spin-off of Coles from Wesfarmers late in 2018.
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A low growth environment can present many challenges for investors. In this video with Informed Investor, Nick Beecroft from T. Rowe Price provides a few pointers on how to negotiate these types of market conditions.
Read MoreThe Magellan High Conviction Trust will invest in a concentrated portfolio of high quality global companies, weighted towards Magellan’s best ideas and will aim to deliver investors a Target Cash Distribution of 3% per annum.
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So if investors are the most pessimistic since the GFC more than a decade ago according to the latest BAML survey of global fund managers, why are some key stockmarkets close to all-time highs?
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The majority of microcap funds continued their good start to 2019. Independent Investment Research analyst Mark Tobin takes a look at the monthly performance of Australian Microcap Funds.
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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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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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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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Rob Stewart, Portfolio Manager and Co-Founder of Equus Point Capital, gives Informed Investor some insights into momentum investing.
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We take our monthly look at the returns of Australian Microcap Funds. The majority of microcap funds continued their good start to 2019 and the majority of managers appear to have had a decent reporting season on an overall portfolio level at least.
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Big global fund managers remain bearish nearly three months into 2019 despite the rebound in shares since the start of the year that has seen major markets up 10% to more than 20% (in the case of China).
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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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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.
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Investors have voted with their wallets and given a big thumbs up to low-cost passive investment funds and a big negative to active investors after the miserable performances seen in 2018 – especially the final quarter.
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Meanwhile, four-year-old fund manager, Watermark has found the global share market scene too tough and is selling its international holdings and retreating to Australia.
Read MoreWealth manager Magellan Financial’s fund flows stood out in the December quarter and a better outlook has prompted several brokers to review their ratings.
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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.
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The monthly survey from Bank America Merrill Lynch shows a deep bearishness now grips big global investors who have headed for safe havens like bonds.
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Douglas Isles from Platinum Asset Management explains how teamwork is just as much a key to success at the investment desk as it is on the sporting field.
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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.
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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.
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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.
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Q1FY19 was a challenging quarter for microcap managers but the majority of managers navigated the market well with the average manager posting a return of +2.6% for the quarter.
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GTN provides real-time information to radio and television stations (affiliates) across Australia, Canada, UK and Brazil.
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Michael Cantara from MFS discusses ESG factors and the role they play in today’s investment process.
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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).
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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.
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In this video ETF Securities Kanish Chugh examines the key movements over the past week in the Australian ETF market.
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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.
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In this video, Franklin Templeton’s Chris Siniakov talks to Informed Investor about the current state of the global economy.
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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.
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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.
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Big global investors are now very worried about the fallout from Donald Trump’s trade war with America’s allies and China and as a result, they have gone all negative on some shares (not the US and not mega techs) and on some economies.
Read MoreA handful of Paul Keating era pooled development funds survive as listed companies. Two of them -Authorised Investment Fund and Acrux – have taken measures to revive their fortunes so that investors one day may enjoy the full benefits of the PDF structure.
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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.
Read MoreYou 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.
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