podcast wires

How to spot a bubble with a market veteran who saw the big one coming in 1987

We asked a dozen of Australia's finest fund managers to each name one (or two) of their most dependable equity investment ideas.

2023 was the year of upended market expectations. Will the same happen in 2024?

The latest episode of our Complexity Premia podcast is live and addresses the outlook for 2024

There's always a chance to buy some of your favourite stocks at cheaper prices... Here's a list of stocks to add to your wishlist.

Stock markets ended 2023 on a high but what risks could hit hard this year? 12 fund managers share their underappreciated risks.

Following a year of uncertainty, none of the fund managers featured in the Outlook Series were bearish ahead of 2024. Find out why...

Five portfolio managers discuss stocks and key themes to watch in 2024.

Livewire rounded up 12 of Australia's brightest investment minds for their highest conviction stock picks for 2024.

Yarra Capital's Dion Hershan discusses a "no landing" scenario and his team's broader market views in this wide-ranging interview

Find out how two of Australia's top financial advisers are building portfolios for 2024 and beyond.

In this episode, First Sentier's David Wilson and Atlas Funds' Hugh Dive each highlight 3 stocks they expect to have a big 2024

The secret to constructing portfolios with a strong stomach is to be "brutally self-aware", says Yarra Capital Management's Dion Hershan.

Just like us punters, the professionals sometimes pick a poor performing stock or make the wrong macro call.

In this episode of Magellan In The Know, we revisit highlights of two of the most impressive and important of our infrastructure investments: American Water Works, the...

From the 1987 crash through to the GFC and beyond, Ben Griffiths looks back on events that shaped the firm and considers what lies ahead.

Murdoch speaks with Tim Carleton the Chief Investment Officer at AUSCAP Asset Management about the outlook for Australian share market.

For our last episode for 2023 our very special guest is Mr Robert Scott, the MD and CEO of one of Australia’s most well known and highly respected companies, the...

EGG's co-founder Ben Griffiths recently discussed his market outlook for next year and a dozen companies that are on his radar

Signal or Noise takes a look at the year that was 2023 - and prognosticates about what might happen in 2024.