Airlie Funds Management talk James Hardie (ASX: JHX)
In this video, Emma Goodsell from Airlie Funds Management gives Informed Investor her views on Australian building products manufacturer James Hardie (ASX: JHX).
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Why 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.
Read MoreDNR 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).
Read MorePrivate Portfolio Managers talks Amcor (ASX:AMC)
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 MoreHow E-Commerce is driving industrial property
In this Informed Investor video Steven Bennet, Head of Direct Property at Charter Hall examines the current dynamics of the industrial property market
Read More4D – Should Infrastructure Always Be Considered A Defensive Asset Class?
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 MoreThe Global Economy & Bond Markets According To Franklin Templeton
In this video, Franklin Templeton’s Chris Siniakov talks to Informed Investor about the current state of the global economy.
Read MoreDNR Capital – Has Growth Run Too Hard?
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 MoreSG Hiscock Discusses All Things Property
With so much uncertainty plaguing the residential property market at the moment, Informed Investor thought it a good time to sit down with SG Hiscock’s Grant Berry to discuss the broader property sector and Australian Real Estate Investment Trusts (AREITs) in particular.
Read MoreMagellan Talks Starbucks
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 MoreAre Telstra’s Earnings Still At Risk?
In this video Paradice Investments Large Cap Portfolio Manager Philip Wensley examines the outlook for Telstra.
Read MoreDNR Capital: Are The Banks A Yield Trap?
In this video DNR Capital Portfolio Manager Scott Kelly examines the dividend outlook for the major banks.
Read MoreCadence Announces New Listed Investment Company (LIC)
In this video, Cadence’s Founder & Chairman, Karl Siegling, discusses the company’s upcoming LIC with Informed Investor.
Read MoreVideo – Geoff Wilson Moves Into Global Equities
In this exclusive video Geoff Wilson discusses why WAM is moving into Global Equities. Geoff also shares his views on global markets at the moment.
Read MoreRoyal Commission : A Test Case For Responsible Investors
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 MoreGryphon Capital Income Trust IPO : Where Is The Risk In Seeking Income ?
As we witnessed during the GFC, equity hybrids act like debt in rising markets and equity in falling markets, which raises the question for many investors – how much risk is being taken in the pursuit of yield?
Read MoreThe Long And Short of L1 Capital’s New IPO
You 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 MoreEngineering Absolute Returns On Dalton Street
If you met Dalton Street Capital’s Alan Sheen, you’d swear he was a professional rugby player.
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