16 February 2018
MLC Portfolio Manager Myooran Mahalingam talks with International Value Advisers’ Chief Investment Officer Charles de Vaulx about IVA's absolute focus on value and preparedness to hold cash and gold when asset prices are elevated.
15 February 2018
Max Cappetta, CEO, Redpoint Investment Management and Jason Hazell, Head of Investment Communications, NAB Asset Management discuss the merits of Australian industrial stocks.
15 February 2018
MLC Senior Portfolio Manager, Dr Ben McCaw, speaks to Cassandra Crowe, Research Manager, about the recent market volatility brought on by expectations of rising long-term rates, and the role of alternatives in a portfolio.
Max Cappetta, CEO, Redpoint Investment Management, discusses socially responsible investing (SRI) with Ross Kent, Global Head of Institutional Distribution, NAB Asset Management.
7 February 2018
Mark Kiely, Senior Portfolio Manager, Antares Fixed Income, talks about the recent spike in volatility following stronger than expected US January jobs and wages growth.
MLC’s Chief Investment Officer, Jonathan Armitage talks investor challenges ahead and what the future holds for 2018.
Antares Equities, Head of Research Andrew Hamilton, talks about the inherent value in Caltex Australia (ASX: CTX) and the impact of the rise of electric vehicles on the business.
MLC Senior Portfolio Manager, Dr Ben McCaw speaks to Cassandra Crowe, Research Manager about lower interest rates, monetary policy, and the outlook for asset prices, and why MLC believe it's important to actively tailor the Australian equity exposure in a portfolio.
Antares Fixed Income Portfolio Manager Tano Pelosi explains what could happen to fixed income if interest rates rise, as the US fed signals the unwinding of its quantitative easing program.
Leading Australian wealth manager, MLC, is pleased to announce its new MLC Wholesale Index Plus portfolios have just been launched with Lonsec’s highest rating “Highly Recommended”.
MLC explains that first home savers and downsizers are some of the winners in the Federal Budget.
Simon Blanchflower, Head of Asia Pacific and MLC Global Equities Portfolio Manager, Myooran Mahalingam discuss the value investing style and opportunities in Japan.
Barry Dargan, CEO and Portfolio Manager, outlines how money is managed at Intermede and the opportunities that he is seeing today, with Myooran Mahalingam, Global Equities Portfolio Manager from MLC.
Charles de Vaulx, Chief Investment Officer at International Value Advisers, discusses where he is finding investment opportunities today and how he is improving shareholder returns with Myooran Mahalingam, Global Equities and Listed Property Portfolio Manager at MLC.
NAB Asset Management and Redpoint will present at the ASX Investor Day Meet the Manager session. You’ll hear the latest on the investment landscape, techniques and ideas in constructing a diversified portfolio which caters to ever-changing markets and regulatory conditions.
Redpoint Global Infrastructure Portfolio Manager Alex Stephen discusses volatility and the potential impacts climate change will have on Infrastructure companies.
Antares’ ‘selectively contrarian’ investment philosophy is implemented across all equity strategies as Portfolio Managers seek to find value in current market pricing.
The budget announcement, the call for an election and the RBA’s recent rate cut have buoyed markets amid a period of volatility.
Intermede CEO Barry Dargan and Investment Analyst James Kim discuss subdued markets, the growth slowdown, how their portfolio is positioned and their search for quality.
Presima's Co-Portfolio Manager Vincent Felteau discusses market volatility, history and the role that listed property can play in a diversified portfolio.