Novartis, US Political Risks and Investing in Cancer Research
Magellan’s John Wylie reviews Novartis, looks at US political risks to the healthcare sector, and addresses how cancer research innovation may translate to investment profits.
Read MoreMagellan’s John Wylie reviews Novartis, looks at US political risks to the healthcare sector, and addresses how cancer research innovation may translate to investment profits.
Read MoreRetail sales bounced in January, rising 1.8% in seasonally adjusted terms, but that still left them well adrift of December’s huge 4.4% slump.
Read MoreAs Dimitry Dayen from ClearBridge reports, even the most ambitious emission-reduction scenarios maintain a share of fossil fuels usage, suggesting carbon capture solutions are needed.
Read MoreMatt Callahan – Executive Director – Botanix Pharmaceuticals is a clinical stage dermatology company developing treatments for common skin diseases and infections.
Read MoreMario Vecchio – CEO – TZ has successfully commercialized proprietary locking technology in the smart locker and data cabinet security markets.
Read MoreBrendan Boyd – CEO – Silk Logistics Holdings Limited is a leading Australian-owned logistics business providing an integrated ‘port-to-door’ service to some of the world’s best-known brands.
Read MoreCatch up on the full webinar with presentations from Botanix Pharmaceuticals (ASX: BOT), TZ Limited (ASX: TZL) & Silk Logistics (ASX: SLH)
Read MoreOil major BP has pulled the plug on one of the west’s biggest Russian investments at a cost of up to $A35 billion, becoming the first major western company to cut ties with Russia.
Read MoreA hectic week ahead for the Australian economy with the RBA policy meeting tomorrow and the latest economic growth data the day after, along with the usual raft of monthly figures over the remainder.
Read MoreWarren Buffett is again trying to reassure shareholders and the wider markets that he retains a strong appetite for acquisitions and equity investments, even if he does see his own company as the best of them.
Read MoreThe Australian stockmarket looks like continuing on from Friday’s positive move when trading resumes this morning after Wall Street rebounded sharply, taking ASX 200 futures higher with it.
Read MoreAs if the markets weren’t uncertain and volatile enough already, the Ukrainian Crisis has raised a whole new set of questions needing to be asked and answered about what happens now.
Read MoreAs the world, and global markets, turn their focus toward the Ukrainian crisis, AMP’s Shane Oliver looks at the situation from a number of different angles and its potential ramifications for investors.
Read MoreWe understand you are busy and may not have been left with enough time to keep up with the quality content we’ve been bringing you throughout the week. So here it is in one handy location. You’re welcome.
Read MoreChinese sales of what they call New Energy Vehicles (or NEVs) fell in January from December’s record as the first impact of the 30% cut in subsidies for buyers hit home.
Read MoreAs concerns around global supply chains mount, GAM Investments’ Kevin Kruczynski argues that additive manufacturing (3D printing) could provide a more reliable, sustainable and efficient solution.
Read MoreNewmont has overcome plenty of obstacles – Covid, wet weather in Western Australia, recalcitrant new technology (also in WA) and a slide in production – to post record 2021 earnings.
Read MoreWith Covid restrictions easing, economies re-opening and consumers moving about, the boom sectors like streaming video have become less attractive to more and more investors.
Read MoreThe circumstantial siege that has beset the travel sector since Covid emerged in 2020 shows no signs of letup, just as it seemed some light was breaking through at the end of the tunnel.
Read MoreMagellan’s Al Pullen analyses the winners and losers within the financial sector, looks at why ICE remains an attractive investment and whether inflation will impact the current cryptocurrency trend.
Read MoreThe difficulty for investors when looking for an active fund is determining if a fund is managed by a deep bench of stars that are skilful, not lucky. VanEck’s Arian Neiron explains why.
Read MoreTPG has lifted its final dividend after its full-year profit jumped 52% as the full impact of the Vodafone takeover kicked in and signs emerged of a recovery in Australia’s mobile market.
Read MoreBigger issues dominated the investment mindset on Thursday as the market took a big dive, rendering virtually moot the reactions to earnings reports from Bega and Blackmores.
Read MoreLike so many companies this reporting season, private hospital operator Ramsay Health Care continued to battle Covid’s impact on staff, materials and business generally in the December half.
Read MoreAnother big loss for Qantas in the six months to December as the company’s plans for a return to normal business in the half were again disrupted by Covid.
Read MoreHigher costs – especially at its core supermarkets business – hit Woolworths in the half year to December as Covid, labour shortages and supply chain problems impacted its operations.
Read MoreWednesday was a typically busy day on the ASX, and here’s the latest news from property heavyweights Scentre Group and Stockland, along with logistics software company WiseTech.
Read MoreThe sharp retreat in global biotech valuations is creating rare buying opportunities as investors flee ‘riskier’ sectors on the back of rising rates, dwindling liquidity and heightened geopolitical tensions.
Read MoreLong-time Pilbara Minerals CEO Ken Brinsden has revealed plans to step down by the end of this year, but will get the chance to deliver the company’s first full year result before he goes.
Read MoreA host of records for Aussie mining giant Rio Tinto in its 2021 financial year results: record dividends, record annual revenue, record underlying earnings, and record after-tax profit.
Read MoreCochlear has warned investors it expects the continuing restrictions on elective surgeries here and offshore will see slower growth in hearing implant sales for the year to June.
Read MoreMixed results yesterday from three retailers or suppliers to the sector – Coles, Best and Less, and Costa Group – but all saw their shares rise, going against the broader market selloff.
Read MoreGlobal equities have started 2022 with a very different backdrop compared to the previous few years, as the magnitude and speed of interest rate hikes is digested by markets.
Read MoreDecember half year earnings for engineering contractor Monadelphous rose more than 17% despite increased margins pressure from continuing labour shortages in the WA resource sector.
Read MoreIn the latest episode of his ‘Tech Talk’ series, Alphinity’s Trent Masters discusses some key takeaways from the month, and shares his thoughts on Microsoft’s $70bn spend on games.
Read MoreThe market saw something it didn’t like in Seven Group’s half-yearly earnings report on Tuesday, marking its shares down 7% at one stage despite the numbers looking rock solid.
Read MoreA new CEO usually means a new broom and ideas and a bit of a clean out after a company’s long-time chief moves elsewhere, and so it was for Lendlease in the six months to December.
Read MoreMagellan Portfolio Manager Elisa Di Marco takes a closer look at the proliferation of ‘new age currencies’ and assesses how both Visa and Mastercard are positioning for this strong competition.
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