Investment 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.
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Investing 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.
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 MoreETF Market Monitor Video – August 31, 2018
In this video ETF Securities Kanish Chugh examines the key movements over the past week in the Australian ETF 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 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 MoreGlobal Funds Turn Bearish On Trade Tensions
Big global investors are now very worried about the fallout from Donald Trump’s trade war with America’s allies and China and as a result, they have gone all negative on some shares (not the US and not mega techs) and on some economies.
Read MoreThe New Criterion: Pooled Development Funds
A handful of Paul Keating era pooled development funds survive as listed companies. Two of them -Authorised Investment Fund and Acrux – have taken measures to revive their fortunes so that investors one day may enjoy the full benefits of the PDF structure.
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 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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