Finance News Network

Funds Management

Mirrabooka Investments (ASX:MIR) FY23 full year results

02 Aug 2023 - Mark Freeman, CEO and Kieran Kennedy, Portfolio Manager discuss the FY23 full year results of Mirrabooka Investments (ASX:MIR).

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.

Janus 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 …

Wilson 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 a…

Katana Asset Management - Webinar Presentation

19 Jun 2023 - Romano Sala Tenna - Portfolio Manager and Founder - Katana Asset Management is a boutique managed investment funds firm exclusively focused on Australian equities.

Why railroads are an attractive investment

17 May 2023 - Investment Analyst Yathavan Suthaharan discusses why railroads are an attractive infrastructure investment, recent events at Norfolk Southern and what the hype is aro…

ESG Policy: The real-world impacts

15 May 2023 - Elisa Di Marco, Portfolio Manager – MFG Core International and Core ESG Fund discusses ESG-linked government policies, the real-world impacts of these policies and th…

TikTok, TikTok

12 May 2023 - Unlike the popular video app TikTok, investing is a long term endeavour that rarely provides instant gratification. We need to keep reminding ourselves that monetary …

Magellan Minutes: Opportunities in the finance sector

11 May 2023 - Portfolio Manager Alan Pullen discusses the recent bank defaults, the impact of interest rates on banks in general and where he sees opportunities in the financial se…

Magellan Minutes: Chat GPT and its implications

09 May 2023 - Investment Analyst Adrian Lu explains what Chat GPT is, how it works and what impacts this could have on society. He also discusses what this means for Microsoft and …

Magellan April 2023 Infrastructure Strategy Update

27 Apr 2023 - Head of Infrastructure, Gerald Stack looks at how the infrastructure sectors have fared over the past quarter, and addresses concerns about high inflation and provide…

Airlie FM April 2023 Quarterly Update

26 Apr 2023 - Emma Fisher, Portfolio Manager, provides her views on the current market environment and discusses her recent trip to Europe where she visited the Headquarters of CSL…

Ten years on from the Rana Plaza disaster

12 Apr 2023 - Måns Carlsson, Head of ESG at Ausbil Investment Management, discusses his recent visit to Bangladesh and changes made since the collapse of the Rana Plaza building in…

Magellan April 2023 Global Strategy Update

24 Apr 2023 - Global Portfolio Managers Nikki Thomas and Arvid Streimann discuss the unfolding interest rate cycle and the effect it’s having on market sentiment and company valuat…

Magellan March 2023 Financial Sector Update

12 Apr 2023 - Magellan Portfolio Manager, Alan Pullen, provides a timely update on the financials sector in light of the recent volatility we’ve seen with banks in the US and Europ…

DNR Capital: Reporting season wrap-up

31 Mar 2023 - Hear the latest from DNR Capital Chief Investment Officer and PM of the Australian Equities High Conviction Strategy Jamie Nicol as he provides his thoughts on the re…

Why Quality Matters?

27 Mar 2023 - Quality is a frequently used term in investing, but from Magellan’s experience definition really does matter. Why? Because not all company fundamentals are the same. …

Reporting season puts spotlight on balance sheets

24 Mar 2023 - In terms of broad aggregates, revenue growth was a feature of the recent earnings season, mostly due to inflation being pushed through, but there was little else for …

The Aussie small caps outlook post reporting season

21 Mar 2023 - Hear the latest from Sam Twidale, Portfolio Manager for the DNR Capital Australian Emerging Companies Fund as he provides his insights into where the opportunities li…

DNR Capital: Update on the Big 4 Banks

20 Mar 2023 - Hear the latest from Scott Kelly, Portfolio Manager for the DNR Capital Australian Equities Income Portfolio and Fund as he provides his insights into the reporting s…

Three scenarios for investors to consider in 2023

15 Mar 2023 - The likelihood of a synchronised global recession has moderated recently, but there remain significant risk factors that could catalyse a global downturn. Perpetual’s…

Magellan January 2023 Infrastructure Strategy Update

02 Feb 2023 - Magellan’s Deputy CIO, Head of Infrastructure and Portfolio Manager, Gerald Stack, mentions the challenges that the Infrastructure portfolio faced in 2022. Gerald des…

Magellan January 2023 Global Strategy Update

28 Jan 2023 - Magellan’s Portfolio Managers Nikki Thomas, CFA and Arvid Streimann, CFA, discuss how they are viewing the current inflationary environment and chances of a recession…

Cycle is not a dirty word

27 Jan 2023 - In a perfect world, every stock we own would be net cash, generate high returns, be run by a world-class management team, and cheap. In practice, the presence of the …

Airlie FM quarterly update

24 Jan 2023 - Emma Fisher, Portfolio Manager, reflects on the volatility of the past year and discusses Airlie’s investment thesis behind a building products company which has been…

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