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Printed: 19 April 2025 11:05 PM

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Webinar | Collins St Asset Management
28 Jan 2021 - Collins St Asset Management
This webinar from Collins St Asset Management was recorded on 9 December 2020. During this half hour webinar Michael Goldberg (Managing Director & Portfolio Manager) and Rob Hay (Head of Distribution & Investor Relations) will...
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AIM Global High Conviction Fund: 2020 Annual Letter
27 Jan 2021 - Aitken Investment Management
2020 has been a decidedly difficult and strange year. If you had asked me a year ago 'what concerns are top of mind?', I would not have ranked 'living through a global pandemic' high on the list. The measures required to deal...
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Regulation, Rates and Inflation - Risks to Watch in 2021?
27 Jan 2021 - Andrew Clifford
While stock markets continued their strong run over the last quarter, from early November it was notable that many companies with economically sensitive (cyclical) businesses experienced strong stock price performance. Similarly, there...
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Managers Insights | Collins St Asset Management
22 Jan 2021 - Australian Fund Monitors
Damen Purcell, COO of Australian Fund Monitors, speaks with Rob Hay, Head of Distribution & Investor Relations at Collins St. Since inception the fund has performed strongly returning 17.29% per annum. However the volatility of...
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Webinar | Paragon Australian Long Short Fund Performance Update & Outlook
13 Jan 2021 - Paragon Funds Management
In this webinar, John Deniz provides an update of the Fund's performance for 2020 along with Paragon's current market outlook and the Fund's positioning.
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President Biden and the Share Market
12 Jan 2021 - Arminius Capital
History indicates that the US share markets are kinder to Democratic Presidents than under Republican Presidents. History indicates that the US share markets are kinder to Democratic Presidents than under Republican Presidents. Although...
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Equities: I can't live with you, I can't live without you
11 Jan 2021 - Darling Macro
Equities are the foundation of many portfolios but investors have learned to expect infrequent large losses. So how can we make it easier to live with the risk of these drawdowns?
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3 market myths that threaten to derail investors' long-term wealth
10 Jan 2021 - Montaka Global Investments
We continue to believe that the stock market offers materially better value than bonds, in general today. And this belief is based on detailed, 'first-principles' analysis. Though many stocks are overvalued today, some are still materially...
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ESG INSIGHT: Banks are putting the squeeze on fossil fuels
8 Jan 2021 - Nikko Asset Management
With mounting pressure on banks to reduce their exposure to funding fossil fuel companies, the four majors have introduced a number of ambitious measures to meet their climate targets. What are the implications for the industry and does...
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Webinar | Premium China Funds Management: Emerging Markets & Fixed Income...
5 Jan 2021 - Premium China Funds Management
Jonathan Wu, Executive Director & Chief Investment Specialist at Premium China Funds Management, gives an update on the Premium Asia Income Fund.
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