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Printed: 02 April 2025 10:27 PM

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Magellan Global Strategy Update
15 Nov 2022 - Magellan Asset Management
Nikki Thomas, CFA, Portfolio Manager, discusses the market's reaction to the volatile macro environment, how Magellan's Global Portfolios are positioned and which quality companies are well placed to deliver growth in the years ahead.
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Drawdowns and small stocks for God-like performance
14 Nov 2022 - Equitable Investors
"If God is omnipotent, could he create a long-term active investment strategy fund that was so good that he could never get fired?," US-based quantitative investor and author Wesley Gray asked several years ago.
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Federal Budget October 2022-23 (For Adviser Only)
11 Nov 2022 - Challenger (Fidante Partners)
Challenger's Technical Services team have reviewed the Budget and have prepared a summary of the key points to be considered when providing advice for your pre-retiree and retiree clients.
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Inflation - higher for longer?
10 Nov 2022 - abrdn
Inflation continues to be the dominant economic theme across the globe for governments, central banks and societies at large. The notion of this being a "transitory" phenomenon has been replaced by a realisation that it is much more...
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4D inflation podcast (part 1): Paul Volcker, central banks, and the UK
9 Nov 2022 - 4D Infrastructure
With inflation still the word on everyone's lips, 4D Infrastructure's latest podcast will be published in two parts. Part 1 deals with the impact of inflation on the current macro environment, and part 2 looks specifically at the US's new...
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How green hydrogen will impact natural gas investors
8 Nov 2022 - Pendal
Can natural gas investors rely on green hydrogen to reduce the risk of stranded assets? Pendal's Murray Ackman explains
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Collins St Convertible Notes Webinar Recording - New Investment Opportunity &...
7 Nov 2022 - Collins St Asset Management
The Co-Founders of Collins St Asset Management, Michael Goldberg and Vasilios Piperoglou, alongside Head of Distribution & Investor Relations, Rob Hay, hosted an interactive webinar.
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Global equities: Three different scenarios and their probabilities
4 Nov 2022 - Pendal
An equity markets rally is more likely to be led by quality growth stocks than cyclical value stocks, argues Pendal's Chris Lees.
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Magellan Infrastructure Strategy Update
3 Nov 2022 - Magellan Asset Management
Gerald Stack and Ofer Karliner, CFA, discuss the recent reporting season, the European energy crisis and provide an outlook for companies in Magellan's Infrastructure Strategy.
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Around the world in 200 Meetings, Chris Willcocks: Management Teams
2 Nov 2022 - Alphinity Investment Management
Chris Willcocks details his time spent overseas from Stockholm to Zurich, then in the UK at an European Industrials Conference.
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Events Calendar

April 2025
Schroders | Good Yield Hunting
3 Apr 2025 11:30 AM to 12:15 PM

 Good Yield Hunting | Why fixed income is back in the crosshairs

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