Finance News Network

Funds Management

Trump’s tariffs, market volatility, and value stocks

28 Feb 2025 - Chris Judd, Director and Portfolio Manager at Cerutty Macro Fund, breaks down the impact of Trump’s tariff policies, market volatility, and the shift from growth to v…

Chris Judd on smart investing in a volatile market

28 Feb 2025 - Chris Judd, Director and Portfolio Manager at Cerutty Macro Fund, discusses the fund’s investment approach, top holdings, and the macro themes shaping its strategy.

Investing in mid-scale property

03 Feb 2025 - Capital Prudential's Sam Moore on unlocking property development opportunities.

Djerriwarrh Investments (ASX:DJW) Half Year Results, January 2025

30 Jan 2025 - CEO and Managing Director Mark Freeman and Portfolio Manager Brett McNeill discuss the company's half-year results.

Mirrabooka Investments (ASX:MIR) Half Year Results, January 2025

24 Jan 2025 - CEO and Managing Director Mark Freeman and Portfolio Manager Kieran Kennedy discuss Mirrabooka's half-year results.

AMCIL (ASX:AMH) Half Year Results, January 2025

24 Jan 2025 - Mark Freeman, Managing Director, CEO and Portfolio Manager of AMCIL (ASX:AMH), discusses the company's half-year results.

From rubber to oats: How East Coast Capital hit 24% gains

03 Dec 2024 - East Coast Capital Management's Systematic Trend Fund delivered a 6.2% return in September and 24% over the past 12 months, outperforming peers despite Q3 challenges …

Trend friends and navigating uncertainty

26 Nov 2024 - Richard Brennan, Strategy Ambassador for East Coast Capital Management, speaks to Chris Gosselin, CEO of Australian Fund Monitors.

Banking on stability: The debate over tier one bonds

16 Oct 2024 - Chris Gosselin, CEO of Australian Fund Monitors, speaks to Nichols Chaplin, Director and Portfolio Manager at Seed Funds Management. Nicholas shares insights on APRA'…

Capital gains: Ben Harrison on Altor's hands-on approach to lending

08 Oct 2024 - Chris Gosselin, CEO of Australian Fund Monitors, interviews Benjamin Harrison, Co-Founder and Chief Investment Officer at Altor Capital. Benjamin discusses the compan…

Investing in commercial real estate debt: A discussion with MaxCap Group's Haley Devine

26 Sep 2024 - Haley Devine, the Director of Wealth Management for MaxCap Group, discusses why investors should consider adding an investment in commercial real estate debt to their…

Investing in commercial real estate debt: A discussion with MaxCap Group's Rob Hattersley

23 Sep 2024 - Rob Hattersley, Group Head of Capital at MaxCap Group, provides an overview of the company, discussing the funding gap in the Australian credit market, managing risk,…

APRA proposes major changes to the future of bank capital structures

12 Sep 2024 - Nicholas Chaplin, Director & Portfolio Manager of Seed Funds Management, critiques APRA's proposal to phase out Additional Tier 1 (AT1) bonds, suggesting it could und…

The drop in term deposit rates: A discussion with Nick Chaplin from Seed Funds Management

29 Aug 2024 - Nick Chaplin, Director and Portfolio Manager at Seed Funds Management, discusses the implications of the drop in bank term deposit rates with Chris Gosselin, CEO of A…

Mirrabooka Investments (ASX:MIR) FY24 full-year results

12 Aug 2024 - CEO and Managing Director Mark Freeman and Portfolio Manager Kieran Kennedy discuss the FY24 full-year results of Mirrabooka Investments (ASX:MIR).

Djerriwarrh Investments (ASX:DJW) FY24 full-year results

12 Aug 2024 - CEO and Managing Director Mark Freeman and Portfolio Manager Brett McNeill discuss the FY24 half year results of Djerriwarrh Investments (ASX:DJW).

AMCIL (ASX:AMH) FY24 full-year results

12 Aug 2024 - Mark Freeman, Managing Director, CEO and Portfolio Manager of AMCIL (ASX:AMH), discusses FY24 full-year results.

Australian Foundation Investment Company (ASX:AFI) FY24 full-year results

12 Aug 2024 - CEO and Managing Director Mark Freeman and Portfolio Manager David Grace discuss the FY24 full-year results of Australian Foundation Investment Company (ASX:AFI).

The RBA's August decision: Insights from Nick Chaplin of Seed Funds Management

07 Aug 2024 - Chris Gosselin, CEO of Australian Fund Monitors, speaks to Nichols Chaplin, Director and Portfolio Manager at Seed Funds Management. Topics covered include: interest …

Navigating resource sector volatility

05 Aug 2024 - David Franklyn, Executive Director and Head of Funds Management at Argonaut, explains how the Argonaut Natural Resources Fund has managed to outperform its benchmark …

Debt market insights from Michael Watson of La Trobe Financial

08 Jul 2024 - Michael Watson, Head of Distribution at La Trobe Financial, speaks to Garry Crole, CEO and Managing Director of Sequoia Financial Group (ASX:SEQ). Topics discussed in…

From gold to crypto: Exploring Global X ETFs' offerings

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 marke…

Trend following across futures markets

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…

Navigating Emerging Markets: A Conversation with Glen Finegan of Skerryvore

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…

Magellan:Lessons learnt from investing in essential services

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…