News & Updates

Hugh Giddy reflects on the IML 2016 Financial Year, the recent Brexit vote in Britain & the continued impact of global volatility on the Australian market. Source: Investors Mutual Ltd

Brexit Update – June 2016

29 Jun 2016

Imke Reifarth

CEO, CIO and Portfolio Manager (Global), Hamish Douglass outlines his assessment of the recent Brexit vote and implications for investors. Well worth watching the following informative 15-minute interview: Source: Magellan Asset Management Limited

Brexit Commentary by Platinum Asset Management

27 Jun 2016

Imke Reifarth

By Managing Director and CEO Kerr Neilson, and European Portfolio Managers Nik Dvornak and Clay Smolinski. The decision by the British people to withdraw from the European Union (EU) took markets by surprise. Yet, it did not occur in a vacuum. Britain’s vote to leave the EU needs to be seen...

Federal Budget Update – May 2016

04 May 2016

Imke Reifarth

The 2016 budget contained extensive changes to superannuation – the biggest in a decade. These unfortunately will add complexity to savings and investment plans and of concern include some retrospective measures. While the media has widespread coverage, we will recap a few key aspects of budget announcements on saving and...

Magellan Global and Infrastructure Strategy Updates – April 2016

19 Apr 2016

Imke Reifarth

CEO, CIO and Portfolio Manager (Global), Hamish Douglass, and Portfolio Manager (Infrastructure), Gerald Stack, discuss possible implications of different interest rate scenarios, their views on the RMB and how their portfolios are positioned. Source: Magellan Asset Management Limited (Click in the very bottom right corner of the video for a full...

Headwinds: Debt, Demography, Disruption

01 Feb 2016

Imke Reifarth

by Matt Sherwood, Head of Investment Strategy, Perpetual Investment Management Limited It has been a tough start to 2016 in most asset classes with advances in only traditional safe havens, such as gold, US Treasury bonds and the Yen, as global investors’ de-risk portfolios. Matt Sherwood, Perpetual’s Head of Investment Strategy,...

News & Updates

IML Investment Update – June 2016

Brexit Update – June 2016

Brexit Commentary by Platinum Asset Management

Federal Budget Update – May 2016

Magellan Global and Infrastructure Strategy Updates – April 2016

Headwinds: Debt, Demography, Disruption

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