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Explore articles and perspectives from the brightest minds in investment and medical research.
Why are we paying taxes?
In this Livewire article, Conference Manager Andrew Macken of Montaka Global Investments asks why we pay taxes? Looking through the lens of Modern Monetary Theory Andrew looks at why still need taxes.
Beneficiary Profile: Orygen
1 in 5 young people will have experienced a depressive episode by the time they are 18. With thanks to Cooper Investors and Hearts & Minds, we have been able to put youth mental health on the global agenda and progress our work in developing a global mental health framework.
Defensive Equities: The best of both worlds
Few topics have had more headlines dedicated to them than discussions around predicting market peaks and troughs. This has become evident in the commentary amidst volatility caused by COVID-19. Have we seen the market bottom?
Munro Partners’ quick switch to attack plan pays off
When markets crashed in February and March, Nick Griffin and his team set out a plan for navigating the crisis by switching from defence to offence. “We called it the attack plan,” the CIO of Munro Partners told The Australian.
Geoff Wilson: Principles for dealing with a crisis
Geoff Wilson, Founder of Wilson Asset Management and HM1 Director discusses the principles he has learnt navigating multiple market meltdowns over his career.
Tesla's new batteries set to make EVs as cheap as petrol cars
Tesla to introduce a new low-cost, long-life battery in its Model 3 sedan that it expects will bring the cost of electric vehicles in line with petrol models, and allow EV batteries to have second and third lives in the electric power grid.
What does NTA mean, and what's the difference between the 3 numbers?
We explain what NTA stands for, what it means for investors and what the difference between the three NTA numbers we publish.
When counterfactuals are hidden and histories alternative
As Australia sets to emerge from this once-in-a-century pandemic, some of us do wonder was it all worth it? If COVID-19 was not as bad as the forecasters led us to believe, did we need to impair the economy the way we did?
The new normal: Opportunities and uncertainty are abundant
How should investors respond to the new normal that COVID-19 has forced investors to adapt? Jun Bei Liu of Tribeca Investment Partners discusses her thoughts.
The economy is not the market
Nick Griffin explains how the biggest names in the S&P 500 have in fact done well from the crisis, why he's even doubling down on some key themes and two reasons his fund is now more invested than last month.
New treatment giving severe COVID-19 patients a fighting chance
The Victor Chang Cardiac Research Institute featured on 7News discussing their latest Covid-19 collaborative project.
Don’t fall under FOMO’s market spell
Fear of missing out in a rallying stock market pushes many investors back into shares even when the outlook is poor. Bear markets usually last longer than we have seen so far during the coronavirus. Nick Griffin shares his thoughts.
How Tesla's Autopilot works
Recently, Andrej Karpathy, Head of Artificial Intelligence (AI) on Tesla’s Autopilot Team, offered several interesting insights on how Autopilot works. Read ARK Invest's key takeaways.
‘Bear market has way to go’: Regal Funds’ King warns investors of ‘false dawns and sucker rallies’
Phil King, CIO of Regal Funds warns investors of 'false dawns and sucker rallies'. King calls for investors 'to be patient and wait for the bull market'.
Masters of the Market with Nick Griffin
Master of the Market's Chris Judd spoke with Munro Partners' CIO Nick Griffin to discuss his personal investment history and the investment philosophy and approach of the Munro Partners team.
This isn't stimulus...it's compensation
Nick Griffin, Chief Investment Officer and Conference Manager shares his thoughts on the pandemic in an insightful and easy to understand analysis.
How low can we go?
Tom Cowan, the founder of TDM Growth Partners (one of our core fund managers), wrote this in response to a client email he received and it was too good not to share.
Stock Profile: A2 Milk
Most people will have seen, heard or tried A2 Milk at some stage. It's probably healthier than regular milk as it doesn't contain the A1 protein which can cause adverse digestive symptoms for some. So why is this 'healthy' milk such a good investment proposition?
Victor Chang's Executive Director discusses the impact of Covid-19
Victor Chang Cardiac Research Institute's Executive Director Professor Jason Kovacic discusses Covid-19, its impact on the heart and their related research.
Coronavirus: Anxiety, Stress & Wellbeing
Black Dog Institute, one of our beneficiaries, has put together helpful, evidenced-based resources to help you, your workplaces, schools and parents during this time.
No quick rebound from the coronavirus crisis economic downturn, says Hamish Douglass
Magellan chief Hamish Douglass has warned that there will be no quick rebound from the economic downturn caused by the COVID-19 crisis.
Scaling Up: A podcast that inspires entrepreneurs
Scaling Up is a new podcast series hosted by TDM Growth Partners, one of our Core Fund Managers. It's definitely worth a listen!
Ray Dalio: The Mechanics of the War Economy
What is happening now would have been unimaginable not long ago. It was only unimaginable because it had never happened in our lifetimes. Ray Dalio explains the mechanics of the War Economy.
Ray Dalio: The Changing World Order
I believe that the times ahead will be radically different from the times we have experienced so far in our lifetimes, though similar to many other times in history.
Magellan chief warns of ‘near total shutdown’ of world economy
One of Australia’s leading global fund managers, Magellan Financial chief executive Hamish Douglass, has warned of a “near total shutdown” of the world’s economy.
