Trend friends and navigating uncertainty
Richard Brennan, Strategy Ambassador for East Coast Capital Management, speaks to Chris Gosselin, CEO of Australian Fund Monitors.
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Banking on stability: The debate over tier one bonds
Chris Gosselin, CEO of Australian Fund Monitors, speaks to Nichols Chaplin, Director and Portfolio Manager at Seed Funds Management. Nicholas shares insights on APRA's plan to phase out additional tier one bonds, which could destabilise the banking sector and impact retail investors.
Read MoreCapital gains: Ben Harrison on Altor’s hands-on approach to lending
Chris Gosselin, CEO of Australian Fund Monitors, interviews Benjamin Harrison, Co-Founder and Chief Investment Officer at Altor Capital. Benjamin discusses the company's AltFi Income Fund, which has achieved a six-year average return of 12%. Benjamin explains the company's unusual approach as active credit managers, providing loans to growth-stage businesses while also being actively involved in those businesses.
Read MoreThe drop in term deposit rates: A discussion with Nick Chaplin from Seed Funds Management
Nick Chaplin, Director and Portfolio Manager at Seed Funds Management, discusses the implications of the drop in bank term deposit rates with Chris Gosselin, CEO of Australian Fund Monitors.
Read MoreThe Last Word: Episode 6
Each week The Last Word will offer a review of the week's events and their impact on the markets.
Read MoreThe Last Word: Episode 5
Each week The Last Word will offer a review of the week's events and their impact on the markets.
Read MoreThe Last Word: Episode 4
Each week The Last Word will offer a review of the week's events and their impact on the markets.
Read MoreThe RBA’s August decision: Insights from Nick Chaplin of Seed Funds Management
Chris Gosselin, CEO of Australian Fund Monitors, speaks to Nichols Chaplin, Director and Portfolio Manager at Seed Funds Management. Topics covered include: interest rates and inflation; US markets; volatility in equity markets; and bonds and hybrids.
Read MoreNavigating resource sector volatility
David Franklyn, Executive Director and Head of Funds Management at Argonaut, explains how the Argonaut Natural Resources Fund has managed to outperform its benchmark despite a challenging year for the resources sector. He outlines his approach to portfolio construction and how global trends in energy transition and geopolitical uncertainty are shaping investment decisions.
Read MoreThe Last Word: Episode 3
Each week The Last Word will offer a review of the week's events and its impact on the stock market.
Read MoreTrend following across futures markets
Richard Brennan, Strategy Ambassador for East Coast Capital Management, speaks to Chris Gosselin, the CEO of Australian Fund Monitors, about the company's diversified, systematic, trend-following approach.
Read MoreNavigating Emerging Markets: A Conversation with Glen Finegan of Skerryvore
Glen Finegan, Lead Portfolio Manager of Skerryvore, discusses the company's bottom-up approach to investing in emerging markets, emphasising governance, pricing power, and diversification as key drivers of success.
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