Antares Fixed Income portfolio manager Dr Tano Pelosi talks with Ross Kent, Global Head of Institutional Distribution, NAB Asset Management about increasing bouts of volatility that are requiring a move to shorter duration, higher quality bonds.
Intermede Investment Partners, CEO and Portfolio Manager, Barry Dargan talks with NAB Asset Management, Research Manager Stephen Barbarich about their approach and how they screen global equities for the best long-term growth prospects without overpaying.
Intermede Investment Partners, Technology Analyst, James Kim talks to NAB Asset Management, Portfolio Specialist, Sinead Rafferty about the strength in Electronic Arts and Facebook. James talks about improvements Facebook is implementing following the Cambridge Analytica data breach and in the case of Electronic Arts how more its unique position of with sporting associations means it is able to capture more gamers and keep them playing as they get older.
12 June 2018
MLC's Head of Investments, Dr Susan Gosling outlines how the MLC Inflation Plus portfolios adjust the asset mix as assets become cheap or expensive to manage for risk.
16 May 2018
Intermede Investment Partners, Financials Analyst, Richard Thompson and NAB Asset Management Portfolio Specialist, Sinead Rafferty discuss the tailwinds supporting valuation in Indian financial conglomerate, Housing Development Finance Corporation Limited & US retail financial giant Charles Schwab Corporation and why both companies are expected to deliver growth in earnings for many years.
14 May 2018
Antares Equities, Ex-20 SMA Model Portfolio, Investment Manager, John Guadagnuolo, talks the investment case for payment solution business, Afterpay Touch.
10 May 2018
Antares High Growth Shares Fund Portfolio Manager Richard Dixon talks about the fund's approach that has delivered long term outperformance for investors and strong reporting season results.
9 May 2018
Antares Equities Elite Opportunities Fund, Portfolio Manager, Nick Pashias talks about how the fund is positioned and opportunities for beating the market taking concentrated positions.
14 May 2018
Fairview Equity Partners Emerging Companies Fund Executive Director and Portfolio Manager Leigh Cronin talks about the quarter ending 31 March 2018 and new stocks in the fund.
03 May 2018
NAB has announced a reshaping of its wealth management strategy.
27 March 2018
Ruffer Investment Company Investment Directors Trevor Bradley and Alex Lennard discuss the firm's DNA and how they aim to deliver positive returns regardless of how the financial markets perform.
27 March 2018
Redpoint’s Senior Portfolio Manager, Ganesh Suntharam and NAB Asset Management’s Head of Investment Communications, Jason Hazell, discuss the opportunities in global infrastructure stocks and how investors can expect economic growth like returns over the long term.
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.