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Peters MacGregor Capital Management

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

Schroders Australia

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