Finance News Network

Funds Management

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…

Schroders: Reporting season best and worst performers

22 Mar 2022 - Reporting season reactions are a combination of driving with the rear vision mirror at the past and looking out the windscreen to the future. In this short video, Sch…

Tech Talk: An "80% off" sale

21 Mar 2022 - Global Portfolio Manager Trent Masters discusses the most interesting things in tech in his ‘Tech Talk’ series. February was another wild month with share price carna…

DNR Capital income strategy market update

18 Mar 2022 - Portfolio Manager for the DNR Capital Australian Equities Income Portfolio and Fund, Scott Kelly, provides a current market update for income equities. Scott discusse…

T. Rowe Price March 2022 Global Equity Update

16 Mar 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, Interest Rates and Russia’s …

Airlie FM: Australian equities at the crossroads?

09 Mar 2022 - After varying lengths of ever-lower interest rates, RBA asset-buying and benign inflation – all three are reversing course, resulting in increasingly volatile equity …

Cybersecurity and computer chip shortages

03 Mar 2022 - With cybersecurity still a global concern and a shortage in the supply of computer chips, what does the future look like for Enterprise Software companies? Adrian Lu,…

Tech sector outlook and what matters to "Meta"

02 Mar 2022 - Ryan Joyce, Head of Technology, Communications and Media provides his view on the current valuation of the tech sector and why 2020 and 2021 created the ‘perfect stor…

Finding income in 2022

01 Mar 2022 - Mik Kase, Portfolio Manager for the Schroder Absolute Return Income (Managed Fund) (Ticker: PAYS), shares his views on recent volatility, impacts to income-producing …

Tribeca Alpha Plus Fund 2022 Preview

18 Jan 2022 - Jun Bei Liu, lead portfolio manager for Tribeca Investment Partners' Alpha Plus Fund, talks about the key issues investors will face in 2022.

Acorn Capital Investment Fund (ASX:ACQ) entitlement offer, October 2021

21 Oct 2021 - Acorn Capital Investment Fund (ASX:ACQ) Head of Research and Portfolio Manager Robert Bruce provides an update on another 12 months of strong performance, the composi…

Monthly economic update with MLC, August 2021

10 Sep 2021 - MLC Asset Management Senior Economist Bob Cunneen discusses factors behind the strong performance of share markets in August.

Monthly economic update with MLC, July 2021

20 Aug 2021 - MLC Asset Management Senior Economist Bob Cunneen discusses factors behind the mixed performance of global share markets over July.

Ausbil Global SmallCap Fund celebrates three-year anniversary

28 Jun 2021 - Ausbil Global SmallCap Fund Portfolio Managers Simon Wood and Tobias Bucks talk about the performance of the fund on its three-year anniversary, where it finds value,…

ResiFund completes two-year anniversary, delivering 10% pa

15 Jun 2021 - ResiFund Founder & Director Matthew Lewison talks about the buoyant economic conditions for residential property and the fund’s performance.

Monthly economic update with MLC, May 2021

08 Jun 2021 - MLC Asset Management Senior Economist Bob Cunneen discusses factors behind gains in the global economy and the Australian market over May.

Ausbil Australian SmallCap Fund celebrates first year with gain of 82.3%

25 May 2021 - Ausbil Australian SmallCap Fund Portfolio Managers Mason Willoughby-Thomas and Arden Jennings talk about the outlook for small caps, the performance of the fund on it…

Upside drivers for Australian equities

18 May 2021 - Jun Bei Liu, Portfolio Manager of Tribeca's Alpha Plus Fund, discusses factors behind the equity bull market, and also downside risks.

Monthly economic update with MLC, April 2021

06 May 2021 - MLC Asset Management Senior Economist Bob Cunneen discusses global shares' and the Australian market's 3.7% gain in April.

Global reopening and a sustained lack of investment in new production supporting a new commodities super cycle

14 Apr 2021 - Portfolio Managers for the Ausbil Global Resources Fund (ASX:AXW10), Luke Smith and James Stewart, talk about their bullish views for base metals and battery material…

Monthly economic update with MLC, March 2021

09 Apr 2021 - MLC Asset Management Senior Economist Bob Cunneen discusses factors supporting the global share market's 3.5% rise and the Australian share market's 2.3% gain.