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
 

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
 

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