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The Easter conversation that bounced around the walls of my parent’s house focused on property. Tom, when are you going to buy a house? Where would you like to live? Why would you buy there? Can you afford to live there? Have you been saving for a deposit? Maybe you should ask Marcus for a…
Join us On the Couch with John Caulfield from Van Eck talking all things ETF with a special focus on the newly listed CLNE and VLUE ETFs giving investors exposure to emerging clean energy and value stocks. A great look at what is driving these ETFs and why they offer good long-term investment potential.
This week we catch up with Portfolio Manager Jun Bei Liu from Tribeca Investment Partners. Jun Bei is a familiar face on financial news media and a truly passionate investor. Jun Bei manages a $1bn long short fund with Tribeca and is a regular participant in prestigious conferences such as Sohn as well as appearances…
Another hot listing for this week’s Buy Hold Sell, Airtasker (ASX: ART). As pointed out in the Facebook group, it is arguably too early to provide as in-depth an appraisal of the company as we usually do, nor apply a rating to it. Instead, we have decided to orientate the piece as more of a…
Join us this week for a look at the world of commercial and residential property as we talk to REIT Fund Manager James Storey, Head of Real Assets, from 360 Capital who manages the 360 Capital REIT (ASX: TOT). James has over 15 years experience in real estate funds management with significant experience investing across…
Nuix (ASX: NXL) was the biggest float of 2020 and soared more than 50% on its first day. Investment banks couldn’t get enough of it and many missed out on their desired allocation. Some speculated that it was a function of the improving macro picture combined with a lack of desirable floats in 2020 that…
I was asked last week about getting exposure to space. Not an easy one to be exposed to and maybe there are better markets and companies out there but there are three on the ASX that sprang to mind. First up is the one that everyone got excited about Electro Optic Systems (ASX: EOS) In the…
It is a great time to catch up with Fund manager Julia Lee from Burman Invest. We take a deep dive into some of the companies Julia was watching over results season and how they reported and look at what’s ahead for those companies and the market in 2021. Julia Lee is a familiar face…
In 1623. A single tulip bulb sold for a thousand Dutch florins, seven times the average annual wage. The average tulip trader made sixty thousand florins a month. 400 times the annual wage. 40 bulbs sold for 100,000 florins. You could have bought 3,333 pigs for the same price. People were selling possessions to speculate…
Most fund managers have an Investment Philosophy. For some it is little more than a marketing blurb on their website, for others it is their core. An “Investment Philosophy” for professional fiund managers is required for compliance purposes (compliance with compliance) but it goes beyond that. An Investment Philosophy, whilst it can be updated and…
