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James Dunn

Contributing Editor

James is an experienced senior journalist and host of The Inside Network's industry events.

James Dunn results

In Defence of Fixed Income

Andrew Canobi – Franklin Templeton

James Dunn | 9th Jul 2020 | More
Investing in Bitcoin and Crypto

Henrik Andersson – Apollo Capital

James Dunn | 8th Jul 2020 | More
SAA a casualty of COVID-19, but TPA to the Rescue

The days of thinking wholly in terms of traditional asset classes when it comes to portfolio construction may have been numbered for some time; in Australia, the Future Fund’s statement of investment policies, when it started its investing life in July 2007, was perhaps the first sign that there could be a new way of thinking, with the usual categories of equities and debt securities subordinated to a distinction between “tangible” assets (defined as property, infrastructure and utilities, in listed or unlisted form); “alternative” assets, considered to include a range of risk premiums (for example, commodities and futures and insurance-based strategies); and skill-based absolute-return investments, or “intangible” assets.

James Dunn | 6th Jul 2020 | More
On Values and Value, Sendle Delivers for Federation

When brand-new boutique investment house Federation Asset Management was introduced to “virtual” parcel delivery service Sendle, in 2018, it was a meeting of minds.

James Dunn | 6th Jul 2020 | More
Looking past Qantas, to Aviation Green Shoot

If anyone was thinking that recovery from the Covid-19 economic downturn would be quick and perfectly V-shaped, Qantas certainly had news for them, with its commentary around its recovery plan and $1.9 billion capital raising. “It will take years before international flying returns to what it was,” said CEO Alan Joyce. Qantas foresees flying to only…

James Dunn | 29th Jun 2020 | More
  • Split personality the dual attraction for the quoted fund

    The listing on the ASX this month of the Magellan Group’s Airlie Australian Share Fund as the first “Quoted Fund” – the first dual unlisted unit trust and active exchange-traded fund (ETF) structure in one listed unit – has been cited as a game-changer in many respects, with the primary emphasis being on its benefit…

    James Dunn | 24th Jun 2020 | More
    Investors want more Kangaroos in the top paddock

    One of the bugbears of the Australian capital market has been that the country has struggled to develop a meaningful corporate bond market: we’ve really only had one for five years, and the non-financial side of it is still pretty small, at about $50 billion. But like many things that Australia wants, or need, we…

    James Dunn | 17th Jun 2020 | More
    Covid-19, market turmoil, prompt move to SMSFs

    Preliminary unofficial data on registrations of self-managed super funds (SMSFs) points to resurgent popularity of the vehicle. While Australian Taxation Office (ATO) data has not been officially updated, unofficial numbers have been shared at conferences showing a spike in registrations, reversing a trend of the last few years – indicating that Australia’s army of 1.1…

    James Dunn | 3rd Jun 2020 | More
    Credit LITs surge back from discounts, but door is closing quickly

    Of the many opportunities that were thrown up by the Covid-19 Crash, one of those that is still open – although weakening by the day – is that in the eight credit listed investment trusts (LITs). Most of this group were trading at small premiums to net asset value (NAV) prior to the crash, such…

    James Dunn | 27th May 2020 | More
    Wild swings, but bitcoin proves its digital mettle

    Like most assets, bitcoin cruised into the new year in 2020, racking up a 44% rise until mid-February. Then, like the stock market, BTC took fright at the extent of the global disaster that Covid-19 rapidly proved to become. But while the S&P 500 index plunged by 33.7% before a floor was (at least temporarily)…

    James Dunn | 13th May 2020 | More
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