Value as at close of business on 19 April 2024
Price delay - 20mins
Magellan's latest episode of In the Know shines a light on Russia's invasion of Ukraine, which has sent geopolitical and economic shockwaves around the globe, creating new risks to the investment outlook.
Jargon free insights from our Chief Investment Officer. Today's update is about transparency within our core portfolio.
Howard Marks' recent memo looks at the Pendulum in International Affairs explaining why companies’ and countries’ behaviour may be swinging away from globalisation and toward onshoring.
Munro Partners have launched their own podcast: Invest in the Journey. For their first episode, the three Founding Partners, Nick Griffin, John Spensley and Ronald Calvert share why they started Munro Partners.
Jargon free insights from our Chief Investment Officer. This week Rory looks at how the world has changed, and where there's some shoots of positivity.
COVID-19 may have stopped tours of Victor Chang's Innovation Centre but it certainly hasn’t slowed their scientists from making new discoveries as shown in this video with Sky News Australia.
TDM's Andy Simon breaks down their recent memo with Equity Mates, sharing TDM’s thoughts on the recent correction in growth companies, where to from here and why they are confident this is not “2000 all over again”.