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Funds

Funds / Video

Platinum Asset Management Discuss Global Valuation Anomalies

October 16, 2019November 8, 2019 - by Tim McGowen

Platinum Asset Management’s Clay Smonlinski is the Co Portfolio Manager of the Platinum International Fund, in this video he discusses the divergence of equity market valuations across global markets at present.

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Funds / Video

Magellan Launches ASX Listed High Conviction Listed Investment Trust

August 16, 2019August 16, 2019 - by Tim McGowen

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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Funds / Shares

Magellan Bucks Shift To Passive Investment

August 14, 2019August 13, 2019 - by Glenn Dyer

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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Funds / Video

How Do You Invest In A Low Growth Environment?

August 13, 2019September 24, 2019 - by Tim McGowen

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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Funds

Launch Of Magellan High Conviction Trust

August 13, 2019August 29, 2019 - by Company News

The High Conviction Trust will invest in a concentrated portfolio of high-quality global companies, weighted towards Magellan’s best ideas.

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Funds / Markets

Bearish Fund Managers Belie Lofty Equity Levels

June 19, 2019June 19, 2019 - by Glenn Dyer

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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Funds / Shares

Microcap Fund Manager Review April 2019

May 29, 2019June 19, 2019 - by Mark Tobin

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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Funds / Property / Video

Investing With Impact And A Targeted 8.25%*pa Distribution Rate

May 21, 2019July 25, 2019 - by Tim McGowen

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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Funds / Strategy / Video

Hamish Douglass – Where Are We In The Equity Cycle?

April 26, 2019September 13, 2019 - by Tim McGowen

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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Funds / Technology / Video

Hamish Douglass Discusses The Road Forward For Facebook

April 24, 2019July 25, 2019 - by Tim McGowen

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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Funds / Video

Equus Point Capital Talk Momentum Investing

April 8, 2019July 25, 2019 - by Tim McGowen

Rob Stewart, Portfolio Manager and Co-Founder of Equus Point Capital, gives Informed Investor some insights into momentum investing.

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Funds

Microcap Manager Review February 2019

March 26, 2019March 26, 2019 - by Mark Tobin

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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Funds / Shares / Strategy

Despite The Bounce, Shares Still Worry Big Investors

March 20, 2019 - by Glenn Dyer

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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Funds / Shares / Video

The Consequences Of Potential Franking Credit Change

March 14, 2019July 25, 2019 - by Tim McGowen

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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Funds / Strategy

IPO Wealth: More Questions Than Answers

March 2, 2019March 2, 2019 - by Tim McGowen

Informed Investor Managing Director Tim McGowen looks into the product offering of wealth manager IPO Wealth.

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Funds / Strategy / Video

The Art Of Investing In Businesses That Have Already Won

February 25, 2019April 26, 2019 - by Tim McGowen

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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Etfs / Funds

New Data Shows Push Toward Passive Funds

January 28, 2019 - by Glenn Dyer

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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Funds

Watermark Walks Away From Global Shares

January 22, 2019January 21, 2019 - by Glenn Dyer

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.

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Funds / Shares

Magellan Financial, Simply The Best?

January 16, 2019January 16, 2019 - by Eva Brocklehurst

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.

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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.

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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.

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Funds / Markets / Strategy

BAML Survey Finds “Extreme Bearishness” Amongst Fund Managers

December 19, 2018December 21, 2018 - by Glenn Dyer

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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Funds / Strategy / Video

Investment Lessons From The All Blacks

December 18, 2018January 16, 2019 - by Douglas Isles

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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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.

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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.

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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.

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Funds / Shares

Microcap Managers Continue To Outperform ETF’s

November 8, 2018November 9, 2018 - by Mark Tobin

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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Funds

Microcap Fund Snapshot – GTN Limited (GTN: ASX)

October 15, 2018October 15, 2018 - by Mark Tobin

GTN provides real-time information to radio and television stations (affiliates) across Australia, Canada, UK and Brazil.

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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.

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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.

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Funds / Video

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).

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Funds / Video

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.

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Etfs / Funds

ETF Market Monitor Video – August 31, 2018

August 31, 2018September 6, 2018 - by Etf Securities

In this video ETF Securities Kanish Chugh examines the key movements over the past week in the Australian ETF market.

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Funds / Video

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.

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Funds / Video

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.

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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.

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Funds / Video

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.

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Funds / Shares

Global Funds Turn Bearish On Trade Tensions

July 19, 2018September 5, 2018 - by Glenn Dyer

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.

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Funds / Tim Boreham

The New Criterion: Pooled Development Funds

May 4, 2018September 3, 2018 - by Tim Boreham

A 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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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.

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  • Evening Report: ASX Edges Higher To Close Out Turbulent Week
  • Orion Minerals Shores Up Prieska Potential
  • Lunch Report: Aussie Shares Edge Higher For Second Day
  • As Talk Of Legend’s WA Nickel Find Gains Pace, Orion Looks To Be Sitting Pretty Right Next Door
  • When Market Volatility Is Irrelevant
  • Next Week At A Glance
  • WHC – Morgan Stanley rates the stock as Overweight
  • APT – UBS rates the stock as Sell

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