CTD has been a stellar performer since their IPO in 2010. Jamie Pherous shares an update about the last 12 months and beyond. Show More
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As part of the Morgans Conversation – Morgans Adviser Chris Titley caught up with Darryl Abotomey, CEO of Bapcor about their past and what they want to achieve in the future. Show More
Morgans adviser Chris Titley spoke to Cameron Coleman , CEO of Wagners about their transition to listed life . Show More
Andrew Blattman – MD of IPH discusses the history of the business and some commentary around the FY result. Show More
Kees Weel , founder of PWR discusses the history of the business since listing as well what they are seeing for the future. Show More
Imagine a quiet evening at home, watching TV, when one of those annoying blocks of TV commercials interrupts your favourite flick, as they always do. This time, however, something seems very different....rather than being bombarded with ads that seem to have as much relevance to you as beach wear has... Show More
In an interview with CNBC, Head of Research, Nathan Bell uses Lloyds Bank as an example to explain why fundamental company and industry analysis is much more important than macro-economic considerations. Watch video: http://petersmacgregor.com/news-insights/fundamentals-trump-macro-considerations/?utm_source=livewire&utm_medium=social&utm_campaign=20160523fundamentalsNJBvideo Show More
We believe expectations of ongoing deflationary conditions (which are spurious in any case, as they depend on the particular prices on which one chooses to focus) are, like the prevailing investment methodologies, anchored in extrapolation rather than logic. Added to bond portfolios which have rarely been larger or more ludicrously... Show More
Last month I interviewed Head of Australian Equities, Martin Conlon, on the current positioning of the Schroder Australian Equity Fund and our views as we look forward. More recently we have seen a turnaround in the market leaders, with the Fund benefiting from Resources and Energy outperforming the interest rate... Show More
When stocks are sold off widely as we’ve seen lately, there’s always some which are unjustly caught up in the malaise. In amongst the negativity and fear, it is difficult for investors to separate the wheat from the chaff. Magellan has been one of the top performers on the ASX... Show More