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 More
Rob Stewart, Portfolio Manager and Co-Founder of Equus Point Capital, gives Informed Investor some insights into momentum investing.
Read More
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.
Read More
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).
Read More
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 More
Informed Investor Managing Director Tim McGowen looks into the product offering of wealth manager IPO Wealth.
Read More
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.
Read More
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 More
Wealth manager Magellan Financial’s fund flows stood out in the December quarter and a better outlook has prompted several brokers to review their ratings.
Read More
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 More
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.
Read More
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.
Read More
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 More
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 More
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 More
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.
Read More
GTN provides real-time information to radio and television stations (affiliates) across Australia, Canada, UK and Brazil.
Read More
Michael Cantara from MFS discusses ESG factors and the role they play in today’s investment process.
Read More
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 More
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 More
In this video ETF Securities Kanish Chugh examines the key movements over the past week in the Australian ETF market.
Read More
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 More
In this video, Franklin Templeton’s Chris Siniakov talks to Informed Investor about the current state of the global economy.
Read More
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 More
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.
Read More
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 More
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).
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.
Read More
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.
Read More
If you met Dalton Street Capital’s Alan Sheen, you’d swear he was a professional rugby player.
Read More
