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Discover listed and unlisted funds with expertise across the full spectrum of markets.

Funds

Chris Andrews - Returns from disciplined lending (La Trobe Financial)

In this episode, David speaks with Chris Andrews, the Chief Investment Officer at La Trobe Financial. La Trobe Financial manages a book of mortgage-backed loans on...
David Clark
Koda Capital
Funds
Sponsored

Investing in Israeli technologies

The Pengana Alpha Israel Fund invests exclusively in listed Israeli companies (trading either in the Israeli market or on any foreign exchange: mainly Nasdaq), skewed...
Pengana Capital Group
Pengana Capital Group
Funds
Sponsored

Multi-sector diversification key to boosting income returns

The historic balance between stocks and bonds is a fundamental building block of modern investment theory but it may be one that needs a rethink. With Australia now...
Livewire Exclusive
Livewire Markets
Funds

Innovative disruption: balancing disbelief with unlimited upside

Catherine Wood called the 2020 Tesla (TSLA) bull run, and her conviction in disruptive innovation remains strong still. The founder, CEO and CIO of ARK Investment...
Glenn Freeman
Livewire Markets
Funds

The road to recovery for AREITS

The global recovery post the pandemic remains uncertain with the fallout from the US election, US fiscal cliff, Brexit, and a COVID-19 second wave sweeping through...
Amy Pham
Pengana Capital Group
Funds

John Hempton - Where to from here?

John comes back onto Inside The Rope to revisit COVID-19 and discuss the things that Bronte Capital miscalculated at the beginning of the pandemic, along with what...
David Clark
Koda Capital
Funds

5 long term themes, 10 Funds of The Future

There's never been more interest in companies and funds that are focused on investing in growth, innovation, sustainability and impact. Investing in 'the future'...
Livewire Exclusive
Livewire Markets
Fund in Focus

Why a low-rate world means rethinking retirement

Planning for retirement is tough at the best of times but volatile investment markets and historically low interest rates suggest retirees are navigating particularly...
Livewire Exclusive
Livewire Markets
Funds

3 infrastructure ideas to power your portfolio

Water has always been fundamental to life, and electricity isn’t far behind as a staple of modern existence. Reliable internet access is creeping ever-higher on the...
Glenn Freeman
Livewire Markets
Funds

Don’t fall for a great story (find great investments instead)

It is not unusual for investors to be captivated by emerging technology but for Ted Franks from the Pengana WHEB Sustainable Impact Fund, the COVID-19 crisis has first...
Patrick Poke
A Rich Life
Funds

Testing the ethics of impact investing

We are seeing an increased desire from investors to invest with impact; but is there sufficient integrity in the market? In the early years of Responsible investing -...
Ted Franks
Pengana Capital Group
Funds

Nick Griffin reveals his two best global growth opportunities

Stocks are supposed to go down in a recession, or at least that’s what conventional wisdom would tell you. But much to the amazement of many investors and...
Patrick Poke
A Rich Life
Funds

4 themes and 4 funds for the next decade

In decades gone by, Australian investors invested in property, 'blue chip' Australian shares, and not much else. But that's all changed now, as we increasingly look...
James Marlay
Livewire Markets
Funds

Investors are embracing this emerging theme

A review of the oil and gas sector has led to the Alphinity Sustainable Share Fund rejecting all fossil fuels where clean and affordable solutions are available. Most...
BHP
FMG
+4
Glenn Freeman
Livewire Markets
Funds

One of the greatest growth stories remains under the radar

In a world hungry for growth, it seems odd that one of the greatest growth stories is being almost entirely ignored by investors. Despite boasting over 6 billion...
Patrick Poke
A Rich Life
Funds

The investment case for planes, trains and automobiles

My drive into the Sydney CBD was a stop-start crawl of around 45 minutes in pre-COVID times – I’m now often parking the car 20 minutes after leaving. But the trip was...
Glenn Freeman
Livewire Markets
Funds

SPAC Capital Raisings

New investments in the Forager International Shares Fund were made at a rapid rate during the quarter. Two of them were thanks to the huge level of activity in the...
Steve Johnson
Forager
Funds

How to invest in 2 “forever” themes

Life can’t exist without water and modern life would grind to a halt without waste collection and recycling services, making them some of the most defensive investment...
Glenn Freeman
Livewire Markets
Funds

Backing innovators with more upside than Amazon, Microsoft and Apple

The horrific moment that triggered May’s mass protests across the US was captured by police body cameras, technology that Perpetual’s Thomas Rice in 2017 tipped would...
Glenn Freeman
Livewire Markets
Funds

Bonding over impact investing (Podcast)

David and George discuss how investors can invest ethically in the fixed income space.Impact investing allows investors to not only generate a financial return but...
David Clark
Koda Capital
Fund in Focus

How this market animal hunts stocks

For David Allingham of Eley Griffiths Group (EGG), investing isn’t about achieving some delicate balance of value or growth stocks. It’s all about finding amazing...
APT
+3
Livewire Exclusive
Livewire Markets
Funds

Regal's Dr Craig Collie: Diagnosing financial markets

Dr Craig Collie of Regal Funds Management joins David on this episode of Inside the Rope to discuss his career to date, starting as a medical doctor in...
David Clark
Koda Capital
Funds
Sponsored

Income should be predictable even if markets aren't

The decline in dividends and other traditional sources of investment income is making it harder than ever for investors to find the income they need without taking on...
PIMCO .
PIMCO
Fund in Focus

Fund In Focus: The 4D Global Infrastructure Fund

Listed infrastructure has not been immune to the COVID-19 induced recession, but infrastructure is a long term asset, with a five to 10 year horizon, says Sarah...
Livewire Exclusive
Livewire Markets
Funds
Sponsored

Navigating markets with Perpetual Investments

Managed by Perpetual Investments the Perpetual Credit Income Trust (ASX:PCI) aims to provide investors with monthly income by investing in a diversified pool of credit...
Livewire Exclusive
Livewire Markets
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