Finance News Network

Funds Management

Magellan Minutes: When volatility provides opportunity

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 …

Magellan Minutes: The great "chip" saga continues

11 Nov 2022 - Join Adrian Lu as he provides some insights into the US/China chip export restrictions, the recent US Chips Act, and why these changes may benefit a recent addition t…

Magellan Minutes: Is it time to get excited by tech?

09 Nov 2022 - Hear from Magellan’s Ryan Joyce, CFA, Sector Head Financials and Technology, as he provides an overview of why the tech sector has recently underperformed and where t…

Magellan Sep 2022 infrastructure strategy update

27 Oct 2022 - Gerald Stack and Ofer Karliner, CFA, discuss the recent reporting season, the European energy crisis and provide an outlook for companies in Magellan’s Infrastructure…

Magellan Sep 2022 Global Strategy Update

26 Oct 2022 - Portfolio Manager Nikki Thomas, CFA, discusses the market’s reaction to the volatile macro environment, how Magellan’s Global Portfolios are positioned and which qual…

The long and short of investing in volatile markets

21 Oct 2022 - The macroeconomic side of things has had a massive impact on global markets over the past 12 to 24 months. Most recently, investor attention has been fixated on the i…

Opportunities in a high-inflation environment

18 Oct 2022 - Jordan Cvetanovski, Portfolio Manager of the Pella Global Generations Fund, discusses strategies and opportunities in a volatile market.

China's deflating property market threatens wider economic trouble

17 Oct 2022 - The Reserve Bank of New Zealand a year ago became the first advanced central bank to raise interest rates to cool its economy to tackle inflation. So far, the RBNZ ha…

The growth in global food demand

30 Sep 2022 - AgFoods Executive Chairman Paul Jensz discusses the relationship between agriculture and the inflationary environment, the global growth in ag food sales, the ag tech…

T. Rowe Price Global Equity Market Update August 2022

29 Sep 2022 - T. Rowe Price Equity Specialist Sam Ruiz gives his thoughts on the markets at the moment, with a special focus on interest rates, inflation and housing prices in a gl…

How to get exposure to the clean energy transition

27 Sep 2022 - Katana Asset Management Portfolio Manager Romano Sala Tenna discusses ASX valuations, getting exposure to clean energy, investment philosophy and market outlook.

The regime change in markets demands fresh ideas

23 Sep 2022 - The economist Paul Samuelson once famously said: “When the facts change, I change my mind. What do you do?”

The energy crisis is likely to last years

24 Sep 2022 - Europe is restarting mothballed coal-based power plants because the benchmark electricity price has exceeded 1,000% above its average of the past decade (where prices…

The current state of the water market

20 Sep 2022 - ABARES forecasts that water prices will remain low for a third consecutive year due to the ongoing La-Niña.

Ausbil discusses the state of small caps

13 Sep 2022 - Arden Jennings and Andrew Peros, Portfolio Managers for the Ausbil Australian SmallCap Fund, discuss the performance and objective of the fund, top holdings, investme…

Opportunities in volatile markets

07 Sep 2022 - Recent market fluctuations have reduced previously very high valuations for some companies, making them more attractive for long-term investment. We have taken advan…

Talking Tech: Where Israel's tech experts are investing

30 Aug 2022 - From an investment perspective, tech companies now dominate traditional industries, with new areas of technology influencing everything from food to cybersecurity to …

Keep liquid, embrace volatility

01 Sep 2022 - Twelve months ago, the broader Perpetual Australian Equities team had a clear view that we were heading into an inflationary environment and the market was underestim…

Around the world in 200 meetings

30 Aug 2022 - The first half of 2022 has been extremely busy for Alphinity’s five global portfolio managers. Collectively, they have been on 9 overseas investment trips, travelling…

Game On: Why esports and gaming can take it to the next level

29 Aug 2022 - The multi-billion-dollar esports and gaming sector is among the fastest growing industries in the world. Recent forecasts by data firm Newzoo predict there will be 3.…

Higher US interest rates test the world

27Aug 2022 - New York’s Plaza Hotel, in financial circles, is best known for when the finance ministers of France, Japan, the UK, the US and West Germany gathered in 1985 to suspen…

Hot in the city

26 Aug 2022 - As investors in global cities, we have been using planetary-scale environmental geospatial data since 2019.

Banks in a bind

25 Aug 2022 - Another central bank phrase keeping markets on its toes, the neutral rate. The neutral rate is an estimate of what central bankers and economists think is the real in…

Digital twins

25 Aug 2022 - Usage of digital twin technologies has now expanded well beyond manufacturing-use cases, to the world of artificial intelligence, data analytics, and IoT (Internet of…

Schroder Real Return Fund August 2022 Update

25 Aug 2022 - In this August update on the Schroder Real Return Fund, Simon Doyle talks about navigating the changing investment landscape and market volatility that has characteri…

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