Funds Management /
by Finance News Network -
3 years ago
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…
Funds Management /
by Finance News Network -
3 years ago
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…
Funds Management /
by Finance News Network -
3 years ago
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…
Company News /
by Finance News Network -
3 years ago
11 Aug 2022 - At a time when many commentators are grappling to find an analogy to explain the current inflation episode, we believe it’s worth considering what happened in the Uni…
Company News /
by Finance News Network -
3 years ago
11 Aug 2022 - When the S&P 500 Index bounced more than 12% from mid-June until the end of July, investors started asking whether the market had bottomed.
Funds Management /
by Finance News Network -
3 years ago
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 …
Funds Management /
by Finance News Network -
3 years ago
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…
Funds Management /
by Finance News Network -
3 years ago
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.
Funds Management /
by Finance News Network -
3 years ago
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…
Funds Management /
by Finance News Network -
3 years ago
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…
Funds Management /
by Finance News Network -
3 years ago
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…
Funds Management /
by Finance News Network -
3 years ago
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.
Funds Management /
by Finance News Network -
3 years ago
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…
Funds Management /
by Finance News Network -
3 years ago
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…
Company News /
by Finance News Network -
3 years ago
03 Aug 2022 - Long/short funds are a type of fund that aims to maximize the upside of markets, while limiting the downside risks. To do this, these funds take both long and short p…
Funds Management /
by Finance News Network -
3 years ago
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…
Funds Management /
by Finance News Network -
3 years ago
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 …
Funds Management /
by Finance News Network -
3 years ago
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…