James Stewart and Luke Smith from Ausbil Investment Management share insights on whether gold miners can be trusted for income.
Chin Liu from Amundi Pioneer Asset Management goes in-depth with James Dunn from The Inside Network about insurance-linked securities.
James Stewart from Ausbil Investment Management share insights on what their thesis is on Lithium stocks and Galaxy resources.
Tobias Bucks from Ausbil Investment Management share insights on three reasons for adding or retaining The Trade Desk.
In a sign of a high level of confidence in their ability to beat the market over time, Martin Currie has added a 10 per cent borrowing capacity to its UK-based closed-end ‘global portfolio trust’. The independent board, chaired by Neil Gaskell, said this was another endorsement of the high-conviction equities strategy. The Martin Currie…
Predicting when a sustained rally in value stocks may occur has proved to be a fool’s errand for the past several years, but that hasn’t stopped value managers from trying. In its latest paper on the subject, Lazard Asset Management has provided a pathway, if not a timeline. The paper, ‘Can Investors Still Believe in…
Ray King, the veteran asset consultant, has finished up a four-year stint at IOOF, where he had been assisting with its relatively small alternatives portfolio. He will now be concentrating on his private Sovereign Investment Research work and taking more time out for grandchildren and travel. While IOOF has let a good number of people…
With an experienced engineer at the helm, one with a major in ‘mechatronics’ – a blend of mechanical and electronics engineering – and who has spent all his career in medical devices, Australian Unity’s new ‘Future of Healthcare’ fund is looking to add value to its investee companies. Victor Windeyer, the portfolio manager of the…
Listed infrastructure manager 4D is looking to widen its distribution reach to include the institutional market as it approaches a five-year track record of strong performance. The boutique, founded by CIO Sarah Shaw and global equity strategist Greg Goodsall in 2015, is a part of the Bennelong Funds Management multi-affiliate group. Its concentrated global portfolio…
Aviva Investors last week (November 30) launched an Australian-domiciled global equities fund for institutional investors, targeting alpha from companies that are either providing solutions to climate change or transitioning their business models for a low-carbon economy. The strategy is based on the firm’s European version of the fund. The Climate Transition Global Equity Fund, which…
