The unsung heroes of Qiao Ma’s portfolio

Qiao Ma, Portfolio Manager at Cooper Investors, talks to Livewire about investing in Asia and hunting for the 'next big thing'.

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September 22nd, 2020
 

Hamish Douglass: Strategies for smart investing

Hamish Douglass of Magellan, speaks with Morgans about a range of topics including the likelihood of inflation returning and the importance of valuation, compounding and people, plus much more.

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September 20th, 2020
 

Commsec Executive Series: Paul Rayson (HM1)

CEO Paul Rayson discusses our unique model on CommSec's Executive Series, highlighting our strong performance, support of Australian medical research, and our upcoming virtual conference on Nov 13.

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September 18th, 2020
 

Ark Invest’s Cathie Wood vindicated by revved-up Tesla

A little under a year ago, Cathie Wood named Tesla as her top stock pick for 2020 at the Sohn Hearts & Minds Conference. She pitched her bearish case, stating the stock price would double by 2024. It hit that milestone less than three months later.

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September 16th, 2020
 

Ackman to headline as Sohn goes virtual

Legendary investor Bill Ackman will headline the 2020 Sohn Hearts & Minds Conference this year in a major coup for the event that has raised more than $20m for medical research since its inception in 2016.

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September 16th, 2020
 

The man in the Hearts & Minds investment engine room

Rory Lucas may have one of the best jobs in finance. As HM1's CIO, it's his duty to oversee the $780 million portfolio of the best ideas from some of the world's top investors.

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September 16th, 2020
 

The Business: Nick Griffin

Nick Griffin from Munro Partners talks to Alicia Barry on ABC's The Business to discuss how the COVID-19 pandemic has fast-tracked digital disruption.

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September 10th, 2020
 

R U OK? Day: Interview with Rory Lucas

Rory Lucas shares his personal and professional experiences and strategies to keep conversations happening and destigmatise the narrative around mental health for R U OK? Day. 

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September 10th, 2020
 

Bill Ackman on how super can fix capitalism's inequities

Graham Hand summaries Pershing Square Capital's recent letter to shareholders. Ackman comments on why the stock market is rising when the economy is in trouble, and the need for the US to adopt a super system similar to Australia's.

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September 9th, 2020
 

'Dysfunctional' mental health system needs boost in wake of pandemic: experts

Experts are warning the current mental health system is ill-equipped to respond to a forecast 30 per cent spike in mental illness in the wake of the coronavirus pandemic.

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August 31st, 2020
 

An earnings season to savour where the rewards keep coming

Jun Bei Liu talks to the AFR about the earnings season just gone, and while the path forward is still unclear, one thing for certain is that recovery is on its way. 

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August 31st, 2020
 

Magellan Podcast: In The Know

Magellan launched their new podcast: In the Know. In this first episode CIO Hamish Douglass talks to former deputy director of the CIA, Michael Morell.

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August 25th, 2020
 

Between Meetings Podcast: Hamish Douglass

Hamish Douglass shares his career story and how his curiosity has translated into investment success on Netwealth's Between Meetings Podcast.

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August 12th, 2020
 

Why the quiet approach pays off in China

Cooper Investors portfolio manager, Qiao Ma, shares why the quiet approach pays off in China. 

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August 7th, 2020
 

Commsec Executive Series: Hamish Douglass

Hamish Douglass speaks with Tom Piotrowski on Commsec's Executive Series about how he is managing Magellan's global portfolio in a world facing four big risks.

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August 6th, 2020
 

The characteristics of a long term winner

Nick Griffin of Munro Partners, weighs in on the growth versus value debate, which is particularly topical of late. Nick looks to the digital revolution to demonstrate why you’re going to need a growth investor in your corner to deal with the next 10 years.

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July 31st, 2020
 

Predicting the winners and losers of earnings season

Jun Bei Liu of Tribeca and Blake Henricks of Firetrail discuss the upcoming earnings season; what to look for, whether they’re bullish or bear and call out where the re-rating opportunities are.

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July 21st, 2020
 

Rules of Investing: Troy Angus, Paradice

In this episode of the Rules of Investing podcast, Paradice portfolio manager Troy Angus talks about the important question most investors ignore – ‘Am I wrong?’.

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July 17th, 2020
 

A bridge to recovery or a financial cliff? Magellan holds the line on cash

Livewire summarises the thought process that led to Magellan’s decision to play defence right now and increase their cash holding to 15%.

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July 14th, 2020
 

2 technology stocks with structural tailwinds

Nick Griffin shares his market outlook and two technology stocks with strong structural tailwinds. 

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July 13th, 2020
 

Investing in culture and leadership

Qiao Ma of Cooper Investors discusses the importance of investing in culture and leadership using an insurance company as an example.

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July 7th, 2020
 

Howard Marks: Anatomy of an unexpected rally

Throughout the COVID-19 pandemic, investors have eagerly checked the latest memos to clients written by Howard Marks, Co-Chairman of multibillion-dollar asset manager, Oaktree Capital. Graham Hand summarises the highlights from his latest memo. 

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June 30th, 2020
 

Cooper Investors Market Update

Chris Dixon, of Cooper Investors provides a market outlook and update on the Cooper Investor’s Global Equities Strategy.

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June 29th, 2020
 

The winners and losers from this crisis

Challenging periods, are what separate the wheat from the chaff in the business world. While some firms were slow to adapt, others were thriving and taking market share. Catherine Wood, Conference Manager and Founder / CEO of ARK Invest explains.

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June 26th, 2020
 

Equity Mates: Chris Wheldon, Magellan

Chris Wheldon, portfolio manager at Magellan shares his thoughts on the market’s rebound, how Magellan responded in the early days of the pandemic and the investment thesis behind Facebook, Visa and Tencent.

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June 25th, 2020
 

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.

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June 16th, 2020
 

Business Daily: How batteries are powering ahead

Listen to this episode of Business Daily as they unpack Tesla's recent announcement of how batteries can transform cars, electricity and the fight against climate change.

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June 16th, 2020
 

Volatility isn’t same thing as risk

Paradice managers, Edward Su and Michael Roberge discuss why investors should separate volatility from business risk, they’re excitement for emerging markets, their approach to stock selection in emerging markets, and of course, the impacts of COVID-19.

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June 5th, 2020
 

Equity Mates Investing: Ed Cowan, TDM Growth Partners

Ed Cowan of TDM Growth Partners chats to the guys at Equity Mates Investing about the all things TDM. 

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June 1st, 2020
 

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