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Printed: 24 November 2024 5:46 PM

News

NEWS

ESG INSIGHTS: Biden's most critical investment
10 Nov 2020 - Nikko Asset Management
At the time of writing, Democrat presidential candidate Joe Biden leads the polls by 10 percentage points and will likely be elected President of The United States on 3 November 2020. The potential for a Democrat "Blue Wave" with control...
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Manager Insights | Prime Value
9 Nov 2020 - Australian Fund Monitors
Damen Purcell, COO of Australian Fund Monitors, speaks with Richard Ivers, Portfolio Manager at Prime Value, about the Prime Value Emerging Opportunities Fund. The Fund has risen +19.06% over the 12 months to the end of...
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Webinar: Fund Manager Roundtable on the US Election
29 Oct 2020 - Australian Fund Monitors
The US election is currently front and centre in the media - as it should be given that the outcome will shape the world for the next four years and beyond. Much of the focus is on the incumbents themselves, and much on the political...
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The Presidential Volatility Kink
28 Oct 2020 - Marcel von Pfyffer
The US share market is the biggest in the world, accounting for 60% of total market capitalization. (The Australian share market is only 2%.) Therefore, when investors in the US are getting scared, the rest of the world sits up and pays attention.
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3 Places to Invest as Interest Rates Head South
27 Oct 2020 - Roger Montgomery, Montgomery Investment Management
With interest rates heading to zero, keeping your money in the bank has become a poor way to increase - or even preserve - your wealth. A better strategy, I believe, is a well-chosen portfolio of stocks. In this article, I highlight three...
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Manager Insights | Datt Capital
26 Oct 2020 - Australian Fund Monitors
Damen Purcell, COO of Australian Fund Monitors, speaks with Emanuel Datt, the Founder and Principal of Datt Capital. Emanuel discusses the performance of the Datt Capital Absolute Return Fund with a particular focus on the fund's ability...
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Should Your Portfolio Have Exposure to the Aussie E-Commerce Theme?
15 Oct 2020 - Montgomery Investment Management
In this video insight Roger Montgomery discusses the exciting global megatrend of e-commerce. In the seven years between 2014 and 2020, worldwide retail e-commerce sales have grown from US$1.3 trillion to US$6.5 trillion. While much of the...
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Nike: marathon, not a sprint
14 Oct 2020 - Aitken Investment Management
Reviewing our Nike investment thesis.
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Sep '20- Speculative Markets, Deteriorating Backdrop, Where to Hide?
8 Oct 2020 - Tony Bremness, Laureola Advisors
Many investors have turned to real estate or real estate debt for fixed income alternatives but there are danger signs here too. Many larger players (Brookfield, Starwood, Blackstone) are skipping payments on MBS backed by commercial real estate.
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Deferred loan repayments are hitting the banks
7 Oct 2020 - Stuart Jackson, Montgomery Investment Management
How badly has the COVID-19 pandemic impacted our banks? A quick look at recently released data on hardship-induced loan deferrals tells some of the answer. And it's a pretty bleak picture for most of our lenders.
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Events Calendar

November 2024
L1 Capital International
28 Nov 2024 11:00 AM to 11:30 AM

Join L1 Capital International's CIO, David Steinthal, for an update on the investment environment, positioning of the L1 Capital International Fund (Managed Fund) and key takeaways from the recent results season.

December 2024
RBA - Monetary Policy Decision
10 Dec 2024 2:30 PM to 3:00 PM
65 Martin Place, Sydney
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