Value as at close of business on 12 April 2024
Price delay - 20mins
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.
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.
Read the coverage of Magellan's latest In the Know Podcast with Hamish Douglass and former Fed governor 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.
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.
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.
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.
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.
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.
