Graham Hand summaries Pershing Square Capital's recent letter to shareholders. Ackman comments on why the stock market is rising when the economy is in trouble, and the need for the US to adopt a super system similar to Australia's.

Experts are warning the current mental health system is ill-equipped to respond to a forecast 30 per cent spike in mental illness in the wake of the coronavirus pandemic.

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. 

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.

Hamish Douglass shares his career story and how his curiosity has translated into investment success on Netwealth's Between Meetings Podcast.

Cooper Investors portfolio manager, Qiao Ma, shares why the quiet approach pays off in China. 

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.

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.

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.

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?’.

Livewire summarises the thought process that led to Magellan’s decision to play defence right now and increase their cash holding to 15%.

Nick Griffin shares his market outlook and two technology stocks with strong structural tailwinds. 

Qiao Ma of Cooper Investors discusses the importance of investing in culture and leadership using an insurance company as an example.

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. 

Chris Dixon, of Cooper Investors provides a market outlook and update on the Cooper Investor’s Global Equities Strategy.

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.

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.

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.

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.

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.

Ed Cowan of TDM Growth Partners chats to the guys at Equity Mates Investing about the all things TDM. 

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? 

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.

Geoff Wilson, Founder of Wilson Asset Management and HM1 Director discusses the principles he has learnt navigating multiple market meltdowns over his career.

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.

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.

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.

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".

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?

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.