Finance News Network

Funds Management

Perennial Partners discusses decarbonisation and the energy transition

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…

Opportunities & risks for high conviction investors

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…

Aussie small cap outlook and opportunities

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…

Franking reform update

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…

Katana Asset Management discusses QAN, energy and the EV thematic

07 Dec 2022 - Katana Asset Management Portfolio Manager Romano Sala Tenna discusses a number of thematics, including airlines, consumer spending and EV commodities.

Magellan Minutes Series 5: The challenges facing consumer brands

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…

Why the Cloud investment opportunity will outlast an economic downturn

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…

Three resilient stocks with pricing power

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…

Magellan Minutes: The decarbonisation opportunity

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…

Helping feed the world

18 Nov 2022 - AgFood Executive Chairman Paul Jensz discusses the relationship between agriculture and technology.

Magellan Minutes: The social licence of Visa & Mastercard

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…

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.

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