CIO Insights - 31 May

Investor insights from Hearts and Minds Investments' Chief Investment Officer. In this update Rory writes about “Macro vs Micro”; the impact both styles can have on markets, and how individual share prices can easily get distorted in the short term.

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May 31st, 2021
 

On the Couch Podcast: Nick Griffin

Nick Griffin of Munro Partners was on the latest episode of the On the Couch podcast. They discuss a variety of topics including capital preservation, what it means to be a ‘Munro Bagger’ and some of Nick’s favourite climate and high-performance computing companies.

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May 28th, 2021
 

Commsec Executive Series: Robert Luciano

VGI Partners' Robert Luciano discusses growth in the e-commerce space, opportunities in the technology sector - in particular 5G, inflation and the importance of downside protection with Tom Piotrowski on CommSec Executive Series. 

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May 26th, 2021
 

Former Fed governor Kevin Warsh says government officials should be wary of market calm

Read the coverage of Magellan's latest In the Know Podcast with Hamish Douglass and former Fed governor Kevin Warsh.

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May 25th, 2021
 

In the Know Podcast: Kevin Warsh

Hamish Douglass is joined by former member of the Federal Reserve Board of Governors Kevin Warsh on In the Know. They discuss navigating the US through the global financial crisis, the role of central banks in controlling inflation and his outlook on the current global economic landscape.

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May 25th, 2021
 

CIO Insights - 24 May

Investor insights from Hearts and Minds Investments' Chief Investment Officer. In this update Rory discusses inflation - the main causes for concern, the possible effects as well as deflation. 

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May 24th, 2021
 

INBrief: Qiao Ma

Qiao Ma talks to INBrief about Cooper Investor’s investment philosophy and experience in Asian Capital markets, megatrends reshaping global markets and some high conviction ideas, including her Conference pick Shenzhou International. 

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May 21st, 2021
 

Nick Griffin: A window of opportunity in growth stocks

Nick Griffin shares some opportunities he thinks the market is overlooking, the link between interest rates and growth equities and how a rise in interest rates would influence this thematic.

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May 18th, 2021
 

CIO Insights - 17 May

Investor insights from Hearts and Minds Investments' Chief Investment Officer. Easy to understand, jargon free updates on the portfolio news that matters.

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May 17th, 2021
 

Rising costs are not yet a problem for equities

In this AFR article, Jun Bei Liu explains how large fiscal and monetary stimulus measures have contributed to surges in commodity prices and increased input price measures. She discusses the factor at play, and what this means for equity markets.

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May 17th, 2021
 

Equity Mates: David Halpert, Equity Mates

David Halpert of Prince Street Capital Management recently spoke with our friends at Equity Mates about his personal investing story, his thoughts on Digital Decolonisation, and shares two emerging company case studies.

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May 14th, 2021
 

A Green Light For Electric Vehicles

Paradice believes renewable energy will be one of our life's defining investment thematics. Learn more about the rise of electronic vehicles and the demand it creates for raw materials, and how Paradice are investing in renewable energy adoption.

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May 12th, 2021