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Higher volatility and fixed income positioning

June 2018

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.

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Looking for value in long-term growth prospects

June 2018

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.

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Capturing opportunities in the IT sector

June 2018

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.

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Adjusting portfolios to manage for risk

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.

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In conversation with Richard Thompson

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.

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Antares Equities talks investing in Afterpay

14 May 2018

Antares Equities, Ex-20 SMA Model Portfolio, Investment Manager, John Guadagnuolo, talks the investment case for payment solution business, Afterpay Touch.

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Antares High Growth Shares Fund on identifying opportunities

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.

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Talking best ideas with Antares Equities Elite Opportunities Fund

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.

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In conversation with Leigh Cronin

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.

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An exciting future as an independently owned wealth management business

03 May 2018

NAB has announced a reshaping of its wealth management strategy.

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Risk assessment essential for long-term returns

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.

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Redpoint talks Global Infrastructure

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.

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International Value Advisers on lowering volatility

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.

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The importance of industrial stocks

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.

 

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Quarterly update video: Resetting expectations for long-term rates

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.

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Redpoint discusses Socially Responsible Investing (SRI)

February 2018

Max Cappetta, CEO, Redpoint Investment Management, discusses socially responsible investing (SRI) with Ross Kent, Global Head of Institutional Distribution, NAB Asset Management.

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Antares Fixed Income talk spike in volatility

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.

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MLC’s CIO gives 2018 outlook

January 2018

MLC’s Chief Investment Officer, Jonathan Armitage talks investor challenges ahead and what the future holds for 2018.

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In conversation with Andrew Hamilton

December 2017

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. 

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Positioning the MLC Inflation Plus portfolios in the current investment environment

November 2017

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.

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Antares Fixed Income discuss why the unwinding of quantitative easing matters

September 2017

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.

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MLC Index Plus portfolios launch with Lonsec’s highest rating

July 2017

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”.

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Three ways the 2017 Federal Budget could impact your super

May 2017

MLC explains that first home savers and downsizers are some of the winners in the Federal Budget.

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Going global with Altrinsic Global Advisors

May 2017

Simon Blanchflower, Head of Asia Pacific and MLC Global Equities Portfolio Manager, Myooran Mahalingam discuss the value investing style and opportunities in Japan.

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Intermede Investment Partners discuss investing  in global best-in-class companies

April 2017

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.

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International Value Advisers talks investing in a post-Brexit and Trump market

February 2017

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.

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ASX Investor Day - 21 March in Melbourne & 28 March in Sydney

March 2017

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.

Register now

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Discussing the impacts of climate change and volatility on global infrastructure

May 2016

Redpoint Global Infrastructure Portfolio Manager Alex Stephen discusses volatility and the potential impacts climate change will have on Infrastructure companies.

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Antares Equities Portfolio Manager insights

Antares’ ‘selectively contrarian’ investment philosophy is implemented across all equity strategies as Portfolio Managers seek to find value in current market pricing. 

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From the reporting trail to the campaign trail -searching for growth in Small Caps

May 2016

The budget announcement, the call for an election and the RBA’s recent rate cut have buoyed markets amid a period of volatility. 

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Hunting for quality in volatile markets with Intermede

May 2016

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.

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Equities? Bonds? Cash? The case for Global Property with Presima

April 2016

Presima's Co-Portfolio Manager Vincent Felteau discusses market volatility, history and the role that listed property can play in a diversified portfolio.