Peters MacGregor Global Investing Podcast
Business & Economics Podcasts >
Profiting from the global rise of internet usage
In the third episode of the Peters MacGregor Global Investing Podcast, Nathan Bell, Head of Research, and Trevor Scott, Senior Investment Analyst, compare and contrast the digital landscape and internet service providers in Australia and around the world. With growing internet usage demands and consumption of online content, these internet providers are playing an even greater role in society and in our portfolio. Stocks discussed include Telstra, Charter Communications, Comcast, Verizon,...
Will JD.com dethrone Amazon?
In the second episode of Peters MacGregor Global Investing Podcast, join Wayne Peters, Chief Investment Officer, and Alex Haynes, Head of Distribution, as they turn their attention to Chinese technology giants Baidu, Tencent and JD.com to discuss the markets they operate in and how these businesses stack up against US rivals Google, Facebook and Amazon.
How to navigate the volatile market
In the first episode of the Peters MacGregor Global Investing Podcast, Head of Research, Nathan Bell, and Senior Investment Analyst, Trevor Scott discuss recent market volatility and building a portfolio of high quality companies, such as NVR and Amazon, that will deliver value over the long-term regardless of short-term market movements. Recorded 15 February 2018.