PRE TAX NTA |$3.41

Value as at close of business on 25 October 2024

 

The AI bulls are sticking to Nvidia despite 600pc share price rally

Nvidia’s quarterly earnings once again exceeded analysts’ expectations and Portfolio Manager, Qiao Ma of Munro Partners says the rise is “nowhere close to being over”.  

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May 28th, 2024
 

Investment Insights: Rikki Bannan on Top Picks and Trends

Season two is here, and first up we have 2023 Sohn Hearts & Minds Conference Fund Manager, Rikki Bannan of IFM Investors.

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May 28th, 2024
 

These stocks are primed for ‘tectonic-sized’ tailwinds

The magnificent seven are not the only way to play artificial intelligence, there’s money to be made in storage, energy and software.

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May 19th, 2024
 

The asset class that outperforms when the economy doesn't

Magellan's Gerald Stack outlines the impact of real rates and oil prices on infrastructure returns. Plus, discover two stocks that he believes can help investors get rich slowly.

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May 15th, 2024


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