What Really Matters in Investing – Magellan
What really Matters in investing: Finding quality through the noise and hype
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What Really Matters in Investing – Magellan
What really Matters in investing: Finding quality through the noise and hype
Read MoreMirrabooka Investments (ASX:MIR) FY23 full year results
Mark Freeman, CEO and Kieran Kennedy, Portfolio Manager discuss the FY23 full year results of Mirrabooka Investments (ASX:MIR).
Read MoreAustralian Foundation Investment Company (ASX:AFI) FY23 full year results
Mark Freeman, CEO and David Grace, Portfolio Manager discuss the FY23 full year results of Australian Foundation Investment Company (ASX:AFI).
Read MoreDjerriwarrh Investments (ASX:DJW) FY23 full year results
Mark Freeman, CEO and Brett McNeill, Portfolio Manager discuss the FY23 full year results of Djerriwarrh Investments (ASX:DJW).
Read MoreAMCIL (ASX:AMH) FY23 full year results
Mark Freeman, CEO and Portfolio Manager of AMCIL (ASX:AMH), discusses FY23 full year results.
Read MoreOpportunities in Infrastructure Investing – July 2023
Investment Objectives:
To achieve attractive risk adjusted returns over the medium to long-term; and
While reducing the risk of permanent capital loss.
Magellan – Stock Story: Amazon
Amazon’s almost 30-year journey has been one of constant evolution, driven by innovation, and guided by the long-term vision of its founder, Jeff Bezos. The business developed in its early years with an initial focus on selling books before eventually expanding into other product categories, including music, electronics and beyond.
Read MoreHow Magellans Portfolios are Constructed
Portfolio Manager, Elisa Di Marco, steps through how Magellan’s DNA underpins the portfolio construction of Magellan’s Core International and Core ESG funds.
Read MoreMagellan Stock Story: Sempra
Global energy markets will need to evolve dramatically over the next three decades. Worldwide, the population is forecast to grow by nearly 2 billion1 and global living standards are expected to rise as per capita consumption increases – and all this against the backdrop of a growing push towards decarbonisation.
Read MoreMagellan – Stock Story: Reckitt
In 1819, Isaac Reckitt and his brother Thomas established a corn mill business in England, marking the beginning of what was to become Reckitt Benckiser, a UK-headquartered multinational business selling household staples the world has come to trust and love.
Read MoreOpportunities in Global Investing – July 2023
Magellan’s Global Portfolio Managers, Arvid Streimann and Nikki Thomas discuss what is going on in global markets.
Read MoreOpportunities in Global Investing – July 2023
Magellan’s Global Portfolio Managers, Arvid Streimann and Nikki Thomas discuss what is going on in global markets.
Read MoreMagellan – Stock Story: Amazon
Amazon’s almost 30-year journey has been one of constant evolution, driven by innovation, and guided by the long-term vision of its founder, Jeff Bezos. The business developed in its early years with an initial focus on selling books before eventually expanding into other product categories, including music, electronics and beyond.
Read MoreHow Magellans Portfolios are Constructed
Portfolio Manager, Elisa Di Marco, steps through how Magellan’s DNA underpins the portfolio construction of Magellan’s Core International and Core ESG funds.
Read MoreMagellan Stock Story: Sempra
Global energy markets will need to evolve dramatically over the next three decades. Worldwide, the population is forecast to grow by nearly 2 billion1 and global living standards are expected to rise as per capita consumption increases – and all this against the backdrop of a growing push towards decarbonisation.
Read MoreMagellan – Stock Story: Reckitt
In 1819, Isaac Reckitt and his brother Thomas established a corn mill business in England, marking the beginning of what was to become Reckitt Benckiser, a UK-headquartered multinational business selling household staples the world has come to trust and love.
Read MoreOpportunities in Global Investing – July 2023
Magellan’s Global Portfolio Managers, Arvid Streimann and Nikki Thomas discuss what is going on in global markets.
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Dividend investing amid rising inflation
13 Jul 2023 – Michael Price, Portfolio Manager of the Ausbil Active Dividend Income Fund, discusses the biggest dividend opportunities in the short and medium term.
Read MoreJanus Henderson Investors – Webinar Presentation
07 Jul 2023 – Janus Henderson’s mission is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service.
Read MoreWilson Asset Management – Webinar Presentation
30 Jun 2023 – Dania Zinurova – Portfolio Manager – WAM Alternative Assets (ASX:WMA) is the only listed investment company on the ASX offering access to a diversified portfolio of alternative assets, typically accessible only by institutional investors.
Read MoreThrough the Looking Glass
Schroders steps through the looking glass to see how the world may look over the next couple of years – in all probability, quite unlike the one we have grown accustomed to.
Read MorePrioritising Quality in a Slowing Economy
Janus Henderson’s Matt Peron believes investors should maintain exposure to equities, but do so by prioritising quality companies.
Read MoreInvesting Intelligently Internationally
Q: How would Benjamin Graham, the author of The Intelligent Investor, invest internationally? A: With Quality factors. VanEck’s Arian Neiron explains why.
Read MoreA Messy Oeuvre
The best performing sectors on the ASX year to date are simply those with the highest multiples, as AI grabs imaginations and investment flows.
Read MoreWill AI Transform the Healthcare Industry for Investors?
To transform science fiction into reality, AI applications in the healthcare sector must prove that they can improve business profitability.
Read MoreAI: The only thing certain is that nothing is certain
AI is here and it is very real – GAM’s Mark Hawtin outlines why he believes Chat GPT is “the iPhone moment for Digital 4.0”.
Read MoreGoodbye, Cruel QE World
Schroders sees the second half of 2023 as a once in a decade opportunity to be back allocating to fixed income from a cyclical perspective.
Read MoreNarrow Path to Avoid Recession
Central banks continue to prioritise inflation over growth, aiming for a soft landing where the economy avoids a negative hit to growth.
Read MoreWhat Has Brought the King of Value Investors Back to Tokyo?
Fidelity’s Tom Stevenson looks into what has brought the king of value investors, Warren Buffett, back to Japanese equities after a long absence.
Read MoreThe Aftershock Economy
At PIMCO’s latest Secular Forum, they discussed how recent short-term cyclical dynamics are likely to have longer-lasting secular consequences.
Read MoreThe Case of the Overlooked Asset Class
The lure of growth has attracted local investors to Australian small caps, yet the performance of the asset class is a mystery.
Read MoreHow the Yen Drives Japan’s Monetary Policy
When it comes to Japan and the BoJ, investors who heed the road signs may be best positioned to take advantage of opportunities as they arise.
Read MoreSemiconductors: Tailwinds from tectonic shifts in the AI sands
The increasing use of AI is positive for the semiconductor sector as the need for computing power and capex intensifies, reasons JH’s Richard Clode.
Read MoreEquities Ignore Recession, Profit Risks
For equity investors, it is of paramount importance to closely monitor the potential effects of increasing financial stresses on earnings expectations.
Read MoreGlobal Healthcare in Good Stead
Daniel O’Connell explains why VanEck thinks the current environment bodes well for healthcare, which is considered a defensive sector.
Read MoreFive Reasons to Consider European Banks
Niall Gallagher from GAM considers why the market remains too pessimistic on European banks and provides a five-point counterargument.
Read MoreGaming Growth and the First Esports Olympics
Esports have entered the mainstream, with the IOC this month releasing details of the inaugural Olympic Esports Week in Singapore during June.
Read MoreFinding Value in the Much-Hyped AI Space
Platinum’s Cameron Robertson and Dr Bianca Ogden discuss areas they have invested in and ones to watch in the always exciting tech space.
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