Diversity Bodes Well For Pinnacle
Despite the likelihood of a subdued second half, Pinnacle Investment Management is considered well-placed to take advantage of investors seeking more attractive options offshore.
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Airlie (ASX:AASF) Portfolio Update
An update from Airlie Funds Management’s Matt Williams about his firm’s Australian Share Fund, which is available to investors in both listed (ASX: AASF) and unlisted form.
Read MoreL1 Capital (ASX: LSF) Updates The Market
In this video, L1 Capital’s Joint MD and Co-CIO Mark Landau provides an update of the Fund’s positioning and progress.
Read MoreA Deep Recession Can’t Be Ruled Out
As the world battles with the COVID-19 pandemic, Magellan’s Hamish Douglass believes the economic and investment implications depend upon three fundamental issues.
Read MoreIts Always Been Time To Redeem IPO Wealth
I have ‘banged the drum’ before in regards to my opinion on IPO Wealth but in this current climate there are real risks to the value of their unlisted portfolio of assets.
Read MoreSome Positives Emerging For Janus Henderson
Large outflows are still expected in the current quarter for Janus Henderson but most brokers are confident of an improvement in 2020.
Read MoreWhat Every Investor Should Know About Hybrids
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
Read MoreAirlie Updates The Market On Their Current Stock Holdings
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.
Read MoreGlobal Equities: Markets And Opportunities
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.
Read MorePlatinum Asset Management Discuss Global Valuation Anomalies
Clay Smonlinski, Co-Portfolio Manager of the Platinum International Fund discusses the divergence of equity market valuations across global markets at present.
Read MoreMagellan Launches ASX Listed High Conviction Listed Investment Trust
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.
Read MoreMagellan Bucks Shift To Passive Investment
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.
Read MoreHow Do You Invest In A Low Growth Environment?
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.
Read MoreLaunch Of Magellan High Conviction Trust
The High Conviction Trust will invest in a concentrated portfolio of high-quality global companies, weighted towards Magellan’s best ideas.
Read MoreBearish Fund Managers Belie Lofty Equity Levels
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?
Read MoreMicrocap Fund Manager Review April 2019
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.
Read MoreInvesting With Impact And A Targeted 8.25%*pa Distribution Rate
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.
Read MoreHamish Douglass – Where Are We In The Equity Cycle?
Magellan Asset Management’s Hamish Douglass shares his thoughts with Informed Investor about where we are currently placed in the economic cycle.
Read MoreHamish Douglass Discusses The Road Forward For Facebook
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 MoreEquus Point Capital Talk Momentum Investing
Rob Stewart, Portfolio Manager and Co-Founder of Equus Point Capital, gives Informed Investor some insights into momentum investing.
Read MoreMicrocap Manager Review February 2019
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 MoreDespite The Bounce, Shares Still Worry Big Investors
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 MoreThe Consequences Of Potential Franking Credit Change
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 MoreIPO Wealth: More Questions Than Answers
Informed Investor Managing Director Tim McGowen looks into the product offering of wealth manager IPO Wealth.
Read MoreThe Art Of Investing In Businesses That Have Already Won
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.
Read MoreNew Data Shows Push Toward Passive Funds
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 MoreWatermark Walks Away From Global Shares
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 MoreMagellan Financial, Simply The Best?
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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Paradice Investment Management Discuss Market Volatility
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 MoreBAML Survey Finds “Extreme Bearishness” Amongst Fund Managers
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 MoreInvestment Lessons From The All Blacks
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 MoreInvesting For Income In Direct Property
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 MoreDNR Capital Talk Sequencing Risk
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 MoreThe Challenges And Opportunities For The mFund Platform
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 MoreMicrocap Managers Continue To Outperform ETF’s
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 MoreMicrocap Fund Snapshot – GTN Limited (GTN: ASX)
GTN provides real-time information to radio and television stations (affiliates) across Australia, Canada, UK and Brazil.
Read MoreWhy Investing With Principle Doesn’t Have To Cost You Returns
Michael Cantara from MFS discusses ESG factors and the role they play in today’s investment process.
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DNR Capital talk about Bravura Solutions (ASX:BVS)
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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