Value as at close of business on 25 October 2024
Price delay - 20mins
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.
HM1 CIO, Rory Lucas recently spoke with the Financial Standard about our 12-month performance and the challenges in receiving ratings from the major research houses.
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.
Every year, 4.7 million Australians are diagnosed with one of the conditions that the Florey study. That's why they believe everyone has a stake in medical research.
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.
Swinburne researchers have been investigating the biomarkers for cognitive ageing in healthy elderly Australians to examine whether age associated cognitive decline can be reduced.
The Black Dog Institute has put together a webinar series called "Settling the Mind", which shares evidence-based insights and resources to help you navigate the affects of Covid.
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.
The Charlie Teo Foundation takes a moment to celebrate 2 years of the Foundation (CTF) and the exciting projects they are funding to help in their fight against brain cancer.
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.
1 in 5 young people will have experienced a depressive episode by the time they are 18. With thanks to Cooper Investors and Hearts & Minds, we have been able to put youth mental health on the global agenda and progress our work in developing a global mental health framework.
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.
We explain what NTA stands for, what it means for investors and what the difference between the three NTA numbers we publish.
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.
How should investors respond to the new normal that COVID-19 has forced investors to adapt? Jun Bei Liu of Tribeca Investment Partners discusses her thoughts.