Value as at close of business on 16 May 2025
Price delay - 20mins
Anthony Scaramucci says Trump has fewer constraints on his worst instincts in his second administration. But he still gets bored easily.
On Elon Musk, money and the White House, fast-talking Wall Street hedge fund manager and former Trump communications director Anthony Scaramucci tells it as he sees it.
Bitcoin could hit as much as $US200,000 ($311,000) by the end of this year, fuelled by surging inflows into exchange-traded funds, while pressure on the greenback from Donald Trump’s erratic policymaking will drive more into the digital currency.
Scaramucci, who is best known as The Mooch, is the first big-name global investor to be confirmed for the Sohn Hearts & Minds conference in Sydney in November.
The Board of Hearts and Minds Investments Limited has announced the restructure of its leadership, transitioning from a full-time CEO role to a more streamlined model. As a result, Brett Jollie will step down as CEO and Richard Howes will be appointed to a new part-time role of Managing Director.
Nick Griffin, Founding Partner and Chief Investment Officer of Munro Partners recently joined On the Couch to talk market moves, investing through volatility, the AI revolution & where he's finding opportunities.
Tune into a recent Equity Mates podcast episode for a deep dive into the US earnings season and the latest market insights.
Magellan’s investment team looks at three interconnected investment sectors that continue to offer growth opportunities and compounding, dependable returns—even in times of uncertainty.
Intuitive Surgical and Waystar are among this year’s hottest trades for Qiao Ma. She is holding firm on Nvidia despite the US-China trade war.
Head of Global Equities and Portfolio Manager Arvid Streimann, along with Investment Director Elisa Di Marco of Magellan (Core Fund Manager), discuss Trump's latest tariff announcements and their implications for investment markets.
Geoff Wilson reveals why he's cautious on markets and some of his biggest lessons and tips in the investment space.
We spoke to our dedicated fund managers for an update on some of our major portfolio holdings following reporting season.
James Marlay of Livewire sat down with Vihari Ross of Antipodes (HM1 Conference Fund Manager) and James Tsinidis of Munro Partners (HM1 Core Fund Manager) to discuss the biggest megatrends shaping the future.
There are opportunities abound for investors with an active management mindset in 2025. Get more insights from one of HM1's Core Fund managers, Magellan.
We're pleased to declare an increased half-year fully franked dividend of 8.0 cents per share payable in April 2025.
Elisa Di Marco of Magellan (HM1 Core Fund Manager) joined Equity Mates to unpack 3 big megatrends shaping our world today (and how we can invest in them).
Health care, ride-sharing, and the emerging world of YouTube entertainers are among the industries leading investors have picked for growth in 2025.
Some of Australia’s biggest resources funds are gearing up for a bumper start to the new year.
Qiao Ma, Portfolio Manager of the Munro Partners joins Owen Rask on The Australian Investors Podcast.
With valuations stretched and geopolitical tensions high, the new year offers plenty of potholes for investors.
Conference Fund Manager Rikki Bannan, Executive Director at IFM Investors, joins Equity Mates to discuss her standout 2023 stock pick, Telix, and explore what opportunities lie ahead.
In this episode of the Hearts & Minds Podcast, we sit down with Professor Jane Butler to discuss her groundbreaking research into spinal cord injuries.
Nick Griffin, Founding Partner & Chief Investment Officer of Munro Partners joined the Equity Mates podcast in their Summer Series.
Hearts and Minds Investments Limited advises that Paul Rayson intends to retire from the position of Chief Executive Officer, effective 19 February 2025.
The United States has spoken. President Trump has returned to the White House. But how can we cut through the noise to reveal the investment, economic and geopolitical ramifications?
Nick Moakes, CIO of the $72 billion Wellcome Trust, told the conference that too many investors were banking on a return to the ultra-low interest rates that prevailed over the past decade.
Eleven rock stars of international and local funds management took to stage – each tasked with picking and pitching one company whose shares will take off over the next year.
Stock pickers have been punished for betting against the US. The choice between consensus and contrarianism on American exceptionalism is now harder than ever.
Northcape Capital’s Fleur Wright this gives a rare opportunity to buy a high quality company at an attractive price.
Chris Kourtis has put his biggest bet on embattled Perpetual – picking one of the most hated stocks on the ASX – that he believes will soon be the ‘cheapest listed asset manager of scale in the universe’.