Phil Vernon, Australian Ethical - Australian Ethical’s Superannuation fund was the fastest growing fund in Australia last year. Learn what positive and negative screens are and how they are used to achieve investment performance.
Richard Murphy, XTBs - In this interview Richard Murphy of XTBs explains how the corporate bond market works, how they can be used to generate stable income and predictable capital returns. He also looks at what the Telstra dividend cut meant for the Telstra bond.
Karl Siegling, Cadence Capital - Hope, fear, greed – how do you hold the course during periods of volatility? Karl shares with us how an active fund manager invests through the cycles and explains the dangers of that ‘comfortable feeling’ of holding too much cash.
Andrew Macken, CIO Montgomery Global - Andrew shares with us opportunities in the technology sector, with companies that can generate super-normal returns from their advantages in scale, data and network effects.
Rebecca Pritchard, Wealth Enhancers - How do I start? Do I have enough? Rebecca from Wealth Enhancers helps answer these key questions for Millennials who know they need to invest, but need help getting started.
ASX talks to its largest LIC – why is it so popular? - AFIC is the largest LIC by market capitalisation on ASX - why do so many Australian investors choose this company as a place to invest their money? Geoff Driver from AFIC takes us through the pros and cons of the Listed Investment Company structure, why they are popular with SMSFs, self-directed investors and even those looking to get started in the market.
Simon Shields, Monash Investors - Simon shares his thoughts on current equity markets valuations, the market cycle and key stocks in the Monash portfolio. Simon also explains how an absolute return fund can target a specific outcome such a double digit returns through techniques like shorting, borrowing and use of derivatives.
Nerida Cole, Dixon Advisory - Control and choice are the key drivers for selecting a SMSF – but what is the reality of actually running one? Nerida Cole shares her insights into how much work is involved and what it takes to make them a success.
Roger Montomery, Montgomery Investment Management - It doesn’t matter if you are 25 or 75 you have to approach the sharemarket the same way – finding growth is the key. Roger shares his outlook for companies that are demonstrating growth prospects.
Savanth Sebastian, Commsec - The latest economic forecast paints a patchy picture – discover what is behind the fall in planned business investment, why QLD is underperforming - what the record number of dwelling approvals in 2015 means and where the strength lies in the labour market.
George Boubouras, Contango Asset Management - George looks at current state of play in markets; he share his thoughts on current equity valuations and the implications when constructing a large cap growth fund, a dividend fund and a small cap fund.
Nathan Lim, Australian Ethical Investment - An ethical investment approach weights this fund manager’s portfolio towards technology and health care. Nathan Lim explains the how his team combines values and profit in their portfolio and some sectors that are outperforming now.