From gold to crypto: Exploring Global X ETFs' offerings

Funds Management
19/06/2024 19:32:00

19 Jun 2024 - Marc Jocum, Product and Investment Strategist at Global X ETFs, speaks to Garry Crole, CEO and Managing Director of Sequoia Financial Group (ASX:SEQ), about the market for ETFs and the company's diverse product range.

Trend following across futures markets

Funds Management
17/06/2024 12:16:00

17 Jun 2024 - Richard Brennan, Strategy Ambassador for East Coast Capital Management, speaks to Chris Gosselin, the CEO of Australian Fund Monitors, about the company's diversified, systematic, trend-following approach.

Navigating Emerging Markets: A Conversation with Glen Finegan of Skerryvore

Funds Management
11/06/2024 13:41:00

11 Jun 2024 - Glen Finegan, Lead Portfolio Manager of Skerryvore, discusses the company's bottom-up approach to investing in emerging markets, emphasising governance, pricing power, and diversification as key drivers of success.

Magellan:Lessons learnt from investing in essential services

Funds Management
06/06/2024 10:50:00

06 Jun 2024 - In this episode, Magellan’s Head of Infrastructure, Gerald Stack, and Portfolio Managers Ben McVicar and Ofer Karliner discuss what they look for in attractive assets and their experiences over a combined 60 years of investing in these essential services.

Mastering Crypto Volatility: An interview with Digital Asset Funds Management

Funds Management
03/06/2024 10:11:00

03 Jun 2024 - Chris Gosselin interviews Dan Nicolaides on how Digital Asset Funds Management uses crypto market volatility for stable returns and risk management.

The Australian ESG landscape

Funds Management
27/05/2024 12:31:00

15 Apr 2024 - Måns Carlsson, OAM, Head of ESG at Ausbil Investment Management, provides an update on the Australian ESG landscape.

Ausbil: Reporting season wrap-up

Funds Management
27/05/2024 12:13:00

12 Apr 2024 - Equity analysts Stella McMullen and Katerina Diamant from Ausbil Investment Management discuss their best and worst sectors under coverage from last reporting season.

Ausbil's Paul Xiradis on market performance, sector strategies and earnings outlook

Funds Management
27/05/2024 11:05:00

12 Apr 2024 - Insights from Ausbil's Paul Xiradis on market performance, sector strategies and the outlook for earnings.

Global economic trends and their Aussie impact

Funds Management
24/05/2024 10:25:00

14 Apr 2024 - The evolving global economic landscape with insights from Jim Chronis. From growth projections to geopolitical risks, and Australia's economic trajectory.

The outlook for resources, May 2024

Funds Management
17/05/2024 14:15:00

17 May 2024 - Perennial Partners Portfolio Manager and Resources Analyst Sam Berridge discusses the outlook for resources.

Magellan: The many facets of Brookfield Corporation

Funds Management
17/05/2024 12:00:00

17 May 2024 - Ryan Joyce explains the intricate business structure of Brookfield Corporation. Guiding us through the strategic rationale that positions the company as a worthy investment in the Magellan Global Fund and how it is creating value for investor.

Magellan: Innovations shaping the global healthcare universe

Funds Management
17/05/2024 09:05:00

17 May 2024 - Investment Analyst, Wilson Nghe sheds light on the dynamics that could play out from the US elections, how the healthcare system has transformed since the pandemic and highlights the opportunities and challenges that investors need to watch out for.

Magellan: Consumer shopping habits and the growth of Amazon

Funds Management
17/05/2024 09:00:00

17 May 2024 - Over the past four years, consumers were forced to rapidly change their shopping habits. Where do we stand now? We insights on the trends in e-commerce growth and highlights how Amazon, the largest online retailer, continues to expand, adapt and innovate to market demands.

Magellan: Finding leaders in the worldwide consumer market

Funds Management
16/05/2024 08:40:00

17 May 2024 - Investment Analyst Lucina Martin shares her key observations from some of the world's largest companies and what they are focussing on to drive future growth. Lucina also discusses what factors will differentiate the high-quality businesses from the rest.

Magellan Podcast: Decoding the Magnificent Seven

Funds Management
08/05/2024 15:44:00

08 May 2024 - Markets were taught a lesson in the turn-of-the-century’s dot-com bubble. Over excitement and massive investment in companies that hardly really existed, let alone made worthwhile returns, resulted in a traumatic correction. But is it happening again?

Franklin Templeton launches two ETFs

Funds Management
24/04/2024 14:11:00

24 Apr 2024 - Felicity Walsh, Managing Director of Franklin Templeton for Australia and New Zealand, discusses the launch of two ETFs on the ASX.

Magellan Infrastructure Quarterly Update - April 2024

Funds Management
17/04/2024 19:44:00

17 Apr 2024 - Ben McVicar and Ofer Karliner take us through the impact of cost-of-living pressures on toll roads and what holdings they are most excited about in the portfolio. They provide an update on passenger travel and airport spending rates as well as insights on the US election and how this could affect energy transition efforts.

Airlie Stock Story: Ampol

Funds Management
17/04/2024 19:44:00

17 Apr 2024 - Fuelling the economy from a strong position.

Magellan Stock Story: SAP

Funds Management
17/04/2024 19:44:00

17 Apr 2024 - Enterprise software is home to some of the best business models in the world, and nowhere is this more evident than in Enterprise Resource Planning (ERP).

Magellan Stock Story: Mondelez

Funds Management
17/04/2024 19:44:00

17 Apr 2024 - Over the last decade, Mondelez, one of the world's largest snacking companies, has evolved and strengthened its economic moat, reaccelerated growth and increased the reliability of its earnings algorithm.

Magellan Global Quarterly Update - April 2024

Funds Management
17/04/2024 19:44:00

17 Apr 2024 - Nikki Thomas and Arvid Streimann discuss key themes impacting the markets and providing opportunities for investors. Arvid discusses his recent trip to Washington which provided valuable insights into the future growth of AI innovation and adoption. Nikki touches on her future trip to China and how understanding the interplay between China and other economies is essential for businesses operating within China or competing against it in various sectors.

Airlie Quarterly Update April 2024

Funds Management
17/04/2024 19:44:00

17 Apr 2024 - Emma Fisher provides insights into key takeaways from reporting season as well as market sentiment. Emma also discusses new opportunities in the portfolio and touches on the healthcare sector and how she assesses it.

Magellan Case Study: Severn Trent & United Utilities

Funds Management
04/04/2024 19:44:00

4 Apr 2024 - Opportunities found in troubled waters.