Funds Management /
by Paul Sanger -
8 months ago
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.
Funds Management /
by Finance News Network -
8 months ago
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 …
Funds Management /
by Finance News Network -
9 months ago
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…
Funds Management /
by Finance News Network -
9 months ago
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.
Funds Management /
by Finance News Network -
10 months ago
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…
Funds Management /
by Finance News Network -
10 months ago
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…
Funds Management /
by Finance News Network -
10 months ago
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 …
Funds Management /
by Finance News Network -
10 months ago
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…
Funds Management /
by Finance News Network -
10 months ago
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 …
Funds Management /
by Finance News Network -
11 months ago
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…
Funds Management /
by Finance News Network -
11 months ago
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…
Funds Management /
by Peter Milios -
11 months ago
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…
Funds Management /
by Finance News Network -
11 months ago
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…
Funds Management /
by Finance News Network -
11 months ago
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…
Funds Management /
by Finance News Network -
A year ago
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…
Funds Management /
by Finance News Network -
A year ago
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. …
Funds Management /
by Finance News Network -
A year ago
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 …
Funds Management /
by Finance News Network -
A year ago
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…
Funds Management /
by Finance News Network -
A year ago
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…
Funds Management /
by Finance News Network -
A year ago
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…
Funds Management /
by Finance News Network -
A year ago
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…
Funds Management /
by Finance News Network -
A year ago
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…
Funds Management /
by Glenn Dyer -
A year ago
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 …
Funds Management /
by Finance News Network -
A year ago
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…