October 2014 Paul Cuddy, CEO of Bennelong Australian Equity Partners (BAEP), talks about the unique characteristics of the Bennelong ex-20 Australian Equities Fund. You may also be interested in Paul’s recent video about BAEP’s investment philosophy.
Category: Archive video’s – 2014
With so many major global economic events unfolding lately, Matt Sherwood, Head of Investment Market Research, provides his view on the immediate impact on investors.
Stephen Halmarick, Head of Economic and Market Research at Colonial First State, discusses the outlook for Australian interest rates.
John Grace, Director of Equities discusses stock performance following the reporting season and what stocks to watch over the coming months.
Paul Taylor, Portfolio Manager of Fidelity’s Australian Equities Fund, talks about whether resources are starting to look attractive.
Eric Takaha, director of the Corporate & High Yield Group and senior vice president, Franklin Templeton Fixed Income Group®, is not terribly concerned by what he views as short-term market volatility seen recently in the corporate credit market. He explains why in these two short videos. A PULLBACK ISN’T NECESSARILY UNHEALTHY FOR THE MARKETPLACE … Continued
CEO and Lead Portfolio Manager, Hamish Douglass discusses his motivation to recently increase the cash exposure within the Magellan Global Fund.
Morris Miselowski urges you to unlearn the future and to discover infinite possibilities through the eyes of a business futurist. Among the world’s leading futurists, he predicts that by 2020 over half of the workforce will be doing tasks that don’t exist in industries that haven’t been created yet and that technology is benign until … Continued
Hamish Douglass, CEO and Lead Portfolio Manager of Magellan Global Fund discusses: – Magellan’s changing observations on China; – Investment performance in the short and medium term; – Current equity markets valuations; and – The Portfolio
Bryan Ashenden, BT Financial Group provides an update on the 2014 Federal Budget.