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? 

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May 26th, 2020
 

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.

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May 25th, 2020
 

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.

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May 20th, 2020
 

The Short Squeeze: Nick Griffin, Munro Partners

The Age's Lucy Battersby interviews chief investment officer Nick Griffin at the $1.4 billion fund Munro Partners about reporting season on Wall Street.

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May 18th, 2020
 

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.

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May 18th, 2020
 

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.

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May 18th, 2020
 

Allan Goldstein of Cooper Investors talks Global Equities

Conference Manger, Allan Goldstein of Cooper Investors talks with James Gunn from The Inside Network. They discuss global equities and the Cooper’s strategy for successful investing.

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May 14th, 2020
 

Howard Marks on uncertainty, forecasting and doubt

Like many of us, Howard Marks has been at home for two months. It has given him plenty of extra time to be philosophical about markets, and it is reflected in his recent memo to clients, titled "Uncertainty".

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May 14th, 2020
 

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?

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May 12th, 2020
 

Phil King - Don't get too bullish too early

Phil King of Regal Funds Management discusses investing in the current environment and the importance of constantly asking yourself "Is my thesis still valid?", and as we have seen, COVID-19 has largely disrupted everyone's thesis.

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May 12th, 2020
 

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.

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May 10th, 2020
 

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. 

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May 8th, 2020
 

Reporting Season Roundup

Every quarter when reporting season rolls around, there are always new insights gleaned that can provide a broader read-through on emerging trends. Montaka provides from interesting insights into how companies are faring.

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May 5th, 2020
 

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.

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May 3rd, 2020
 

MS Research Australia's #May50k

MS Research Australia launched their #May50k campaign, a virtual and physical challenge to raise money to help #KissGoodbyeToMS.

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May 1st, 2020