ASX:MFF

Daryl Wilson

We are proud to present our second annual form guide for the 'LIC Cup'. This race is even bigger than the Melbourne Cup! There is approximately $35 billion of gamblers' (investors') money at stake in this sector, so the stakes are certainly a lot higher! Show More

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Peter Rae

Independent Investment Research has initiated coverage of Antipodes Global Investment Company (ASX:APL) a listed investment company that invests in a relatively concentrated long/short portfolio of global equities. Many domestic investors exhibit a home country bias, with Australian investor preferences often biased towards products and services that depend substantially on the... Show More

Bell Potter

In this report, our analysts share their sector view and top stock picks for 2018 across sectors including banks and general insurers, diversified financials, LICs, fixed income, agricultural FMCG, technology, discretionary retail, industrials, resources, and healthcare & biotech. Show More

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Peter Rae

In its latest Monthly Listed Managed Investments Update, Independent Investment Research looks at the performance of listed investment companies and listed investment trust for the 12 months to 30 September 2017 and found that LICs with an international focus were the best performers, with one LIC delivering a portfolio return... Show More

Daryl Wilson

To win the Melbourne Cup requires a horse that is well trained, has a great jockey, and importantly hasn’t been hit too hard with a weight handicap from the stewards. To win the "Affluence LIC Cup", an LIC requires many of the same attributes... Show More

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Bell Potter

Given that nearly 60% of the Listed Investment Companies (LICs) in our coverage have delivered strong outperformances over its benchmark over the last 10 year p.a. - we still see the compelling proposition a LIC presents in an investment portfolio. In our new LIC Quarterly, Analyst Nathan Umapathy profiles 42... Show More

Magellan Asset Management

Hamish Douglass, CEO of Magellan Financial Group, says monetary policy and the actions of central banks are “the number one macro issue in the world.” Fixed income markets are "massively distorted," which distorts all other asset markets. An unwinding of monetary policy could have a serious impact on asset prices.... Show More

Jacob Mitchell

Antipodes Global Investment Company Limited (ASX:APL) yesterday exceeded $220 million in subscriptions, the maximum proceeds under the offer (before oversubscriptions). The Listed Investment Company (LIC) has confirmed that it will accept up to a further $110 million in oversubscriptions. APL’s Broker Firm Offer is expected to close this Friday, 23... Show More

Marcus Padley

There has been a huge trade over the last three years for Australian retirees buying unhedged international, particularly US equity market exposure, and taking advantage of the fall in the Aussie dollar and the rise in international equities. But I was reading a Listed Investment Company (LIC) report this week... Show More