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.

Read More
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.

Read More
May 3rd, 2020
 

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.

Read More
April 29th, 2020
 

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. 

Read More
April 27th, 2020
 

‘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'.

Read More
April 26th, 2020
 

Hamish Douglass - COVID-19, a Black Swan event

Hamish Douglass of Magellan discusses Covid-19, a classic Black Swan Event on Inside the Rope with David Clarke. 

Read More
April 23rd, 2020
 

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.

Read More
April 16th, 2020
 

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. 

Read More
April 15th, 2020
 

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. 

Read More
April 9th, 2020
 

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.

Read More
March 30th, 2020
 

Livewire: Two big issues for markets

When COVID-19 first made headlines, in China, then worldwide, global market reactions were complacent. It was perceived as a primarily Chinese issue, reminiscent of the SARS outbreak of the early 2000s...

Read More
March 30th, 2020
 

WSJ: The Real Cure for Coronavirus

Governments are frantically trying to contain and combat the coronavirus, and those efforts are important, but the world’s best hope is private innovation.

Read More
March 29th, 2020
 

European Bank dividends suspended

A summary of the ECB's update asking banks not to pay dividends until at least October 2020.

Read More
March 27th, 2020
 

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.

Read More
March 26th, 2020
 

Livewire: What the government's super bombshell means for you

The Federal government announced that members who had lost income due to the COVID-19 pandemic would be able to access their super balances early. What does this mean for you?

Read More
March 25th, 2020
 

Yuval Noah Harari: the world after coronavirus

This storm will pass. But the choices we make now could change our lives for years to come. Read this opinion piece by Yuval Noah Harari, author of ‘Sapiens’, ‘Homo Deus’ and ‘21 Lessons for the 21st Century’.
Read More
March 20th, 2020
 

The Coronavirus: Innovation Gains Traction During Tumultuous Times

Conference Fund Manager, Cathie Wood explains how innovation thrives during tumultuous times. 

Read More
March 17th, 2020
 

Top 10 Questions from Magellan's Investor Series

From coronavirus and climate change, to cyber security issues and the upcoming US election, Hamish Douglass and Michael Morell tackle the top 10 most commonly asked questions from attendees at their annual Magellan Investor Roadshow.

Read More
March 16th, 2020
 

Video: Marcus Guzzardi, Cooper Investors

Chris Judd interviews Marcus Guzzardi, from Cooper Investors, one of our Core Fund Managers. 

Read More
March 3rd, 2020
 

2019 Sohn Hearts & Minds Conference

The fourth annual Sohn Hearts & Minds Investment Leaders Conference was held last Friday down at the iconic Sydney Opera House.

Read More
November 26th, 2019
 

Livewire: Amazon's billion dollar bet on toasters

Jeff Bezos is proving the sky’s no longer the limit for Amazon. Learn more about Project Kuiper and what it means for the future of Amazon in this Livewire article.

Read More
July 22nd, 2019
 

Ray Dalio: Paradigm Shifts

Legendary investor Ray Dalio says gold may be key amid monetary policy shift.

Read More
July 18th, 2019
 

Airbus flying past a struggling Boeing

2018 Conference Recommendation, Airbus, is flying past struggling Boeing. Read Roger Montgomery's analysis to find out what this means for Airbus. 

Read More
July 15th, 2019
 

Morgans Executive Series: Rory Lucas

Morgans Adviser Chris Titley recently spoke to Rory Lucas about what makes HM1 unique - take a listen.

Read More
June 14th, 2019