Funds Management /
by Peter Milios -
A year 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 -
A year 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 -
A year 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…
Funds Management /
by Tim McGowen -
A year ago
21 Dec 2022 - Perennial Partners Portfolio Manager and Resources Analyst Sam Berridge discusses price caps on coal and gas, the energy transition, and decarbonisation opportunities…
Funds Management /
by Finance News Network -
A year ago
16 Dec 2022 - Chief Investment Officer and PM of the DNR Capital Australian Equities High Conviction Strategy Jamie Nicol discusses the opportunities and risks in the current marke…
Funds Management /
by Finance News Network -
A year ago
14 Dec 2022 - Hear the latest from Sam Twidale, Portfolio Manager for the DNR Capital Australian Emerging Companies Fund as he provides his thoughts on the outlook and opportunitie…
Funds Management /
by Finance News Network -
A year ago
12 Dec 2022 - Scott Kelly, Portfolio Manager for the DNR Capital Australian Equities Income Portfolio & Fund provides his insights on the franking reform proposed changes and the p…
Funds Management /
by Tim McGowen -
A year ago
07 Dec 2022 - Katana Asset Management Portfolio Manager Romano Sala Tenna discusses a number of thematics, including airlines, consumer spending and EV commodities.
Funds Management /
by Finance News Network -
A year ago
05 Dec 2022 - The consumer sector has held up relatively well over the past 6 months, however there are signs of both strength and weakness ahead. Join Hannah Dickinson as she shar…
Funds Management /
by Finance News Network -
A year ago
01 Dec 2022 - For the hyperscale public cloud vendors outside China – Amazon, Microsoft, and Google (the Magellan Global Fund holds all three companies) – it has created unpreceden…
Funds Management /
by Finance News Network -
A year ago
30 Nov 2022 - Perpetual Asset Management Australia’s team of analysts have spent much of 2022 running the rule over those ASX-listed companies that are likely to outperform in a hi…
Funds Management /
by Finance News Network -
A year ago
26 Nov 2022 - Decarbonisation is a topical theme in markets right now and there is plenty of excitement around the scope of the investment opportunities ahead. Hear from David Cost…
Funds Management /
by Lauren Hayes -
A year ago
18 Nov 2022 - AgFood Executive Chairman Paul Jensz discusses the relationship between agriculture and technology.
Funds Management /
by Finance News Network -
A year ago
17 Nov 2022 - Hear from Elisa Di Marco as she takes a closer look at the performance and outlook for two of Magellan’s portfolio companies; Visa and Mastercard, and discusses how t…
Funds Management /
by Finance News Network -
A year ago
15 Nov 2022 - From a war in Europe, surging energy prices and sliding currencies, global markets face unprecedented challenges investors are left to navigate. Join Arvid Streimann …