Finance News Network

Funds Management

Can we feed the planet and still hit net zero?

12 Aug 2022 - With population growth showing no signs of abating, the race is on to meet the demand for food without adding to the already significant emissions footprint of the gl…

Positioning for a hard landing

12 Aug 2022 - Historic levels of inflation and aggressive rate hikes by central banks are shrinking investor confidence in a soft economic landing. As inflation continues to run ho…

Sustainable investment: 3 key trends

12 Aug 2022 - The sustainability revolution is underway. Investors are increasingly factoring in the material risks associated with ESG factors, and thousands of corporates have co…

You ready to let the dogs out?

12 Aug 2022 - July bucked the trend of the year. To use the parlance of The Hangover, when asked “Are you ready to let the dogs out?”, the market answered aggressively in the affir…

Paying attention to global listed infrastructure

10 Aug 2022 - Magellan's Gerald Stack explains why he believes now is a good time to invest in global infrastructure stocks and dissects the link between these assets and interest …

Airlie FM Sector Spotlight: Seven Group

10 Aug 2022 - Airlie Funds Management Equity Analyst Joe Wright provides a backdrop on Seven Group, a diversified investment business operating mining and industrials companies inc…

Dividend payouts in a rising interest rate environment

03 Aug 2022 - Michael Price, Portfolio Manager for the Ausbil Active Dividend Income Fund, discusses the strategy and track record of the fund, and the performance of dividend fund…

Global tech sector navigates a year of transition

09 Aug 2022 - Higher interest rates, inflation and the prospects of a slowing economy have proven to be headwinds for the tech sector in 2022.

In conversation with Secretary Leon Panetta

07 Aug 2022 - Leon Panetta – former US Defence Secretary and head of the Central Intelligence Agency, among other roles – offers his views on the global political challenges facing…

DNR Capital looks at the current state of the equities market

07 Aug 2022 - Chief Investment Officer and PM of the Australian Equities High Conviction Strategy Jamie Nicol provides a brief update on the current market and how DNR Capital is r…

The world confronts an unusual number of difficulties

04 Aug 2022 - Many unusual events are taking place as far as the world economy is concerned, from a pandemic to an outbreak of inflation to a war in Europe. Policymakers are acting…

Airlie FM Sector Spotlight: Mineral Resources

04 Aug 2022 - Airlie Funds Management Equity Analyst Vinay Ranjan discusses what makes Mineral Resources (ASX:MIN) a unique business and how it’s positioned for future growth.

The current market for income investing

03 Aug 2022 - Scott Kelly, Portfolio Manager for the DNR Capital Australian Equities Income Portfolio & Fund provides his insights on the current market and opportunities for incom…

AFIC FY 2021/22 Full Year Results Summary

03 Aug 2022 - Australian Foundation Investment Company (ASX: AFI) Managing Director Mark Freeman and Portfolio Manager David Grace discuss the Listed Investment Company’s FY 2021/2…

Magellan Analyst Round Table 2022

02 Aug 2022 - In this video, Magellan’s sector analysts discuss inflation, supply snarls and how interest rates are affecting banking, technology, infrastructure and consumer stapl…

Airlie FM Sector Spotlight: Tabcorp

02 Aug 2022 - Airlie Funds Management Equity Analyst Will Granger shares his views on what makes Tabcorp an attractive investment and how the business is positioned in the face of …

Valuations, earnings and opportunities

31 Jul 2022 - Sam Twidale, Portfolio Manager for the DNR Capital Australian Emerging Companies Fund, sat down to discuss the current market, the impact on valuations and earnings a…

Perennial Partners discusses investment opportunities in the energy transition

27 Jul 2022 - Sam Berridge, Portfolio Manager and Resources Analyst at Perennial Partners, discusses the importance of gas for renewable energy and Perennial's approach to investin…

The investment opportunity in agriculture

21 Jul 2022 - Agriculture is one of the oldest asset classes in the world and is the fundamental support beam of the global economy. Investing in the food and agribusiness sectors …

Portfolio Update: Ausbil Global Essential Infrastructure Fund

28 Jun 2022 - Timothy Humphreys, Portfolio Manager of the Ausbil Global Essential Infrastructure Fund, discusses the strategy and performance of the Fund, misconceptions around uti…

Portfolio construction in a rising interest rate environment

03 May 2022 - John Grace, Co-Head of Equities and Portfolio Manager of the Ausbil Australian Emerging Leaders Fund, discusses performance of the fund, favoured sectors, individual …

Ausbil celebrates 25 years

27 Apr 2022 - Paul Xiradis, Executive Chair and Chief Investment Officer of Ausbil Investment Management, discusses portfolio positioning in the current climate and the outlook for…

T. Rowe Price Apr 2022 Global Equity Update

20 Apr 2022 - T. Rowe Price Equity Specialist Sam Ruiz gives his thoughts on the three key themes having an impact on markets at the moment: inflation, the US Federal Reserve and C…

DNR Capital: The current state of play

31 Mar 2022 - DNR Capital Chief Investment Officer and Manager of the Australian Equities High Conviction Fund, Jamie Nicol, provides his insights into the effects of the Russian i…

Remaining disciplined in the current market

24 Mar 2022 - Portfolio Manager for the DNR Capital Australian Emerging Companies Fund Sam Twidale shares his thoughts on the current market and the importance of staying disciplin…

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