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Explore articles and perspectives from the brightest minds in investment and medical research.
Global consumer and corporate resilience surprises everyone
Qiao Mai of Munro Partners (Core Fund Manager) shares her insights about how the mix of corporate and consumer resilience is driving earnings resilience.
New Relic
New Relic was pitched by Ricky Sandler of Eminence Capital at the 2022 Sohn Hearts & Minds Conference.
Regal's ultimate guide to microcap investing in 2023
Join Jessica Farr-Jones, Portfolio Manager at Regal Funds Management (HM1 Core Fund Manager), on Livewire Markets 'The Rules of Investing' podcast to hear about the world of microcaps.
Bob Desmond is still seeing opportunities - and 2 stocks he has been buying
Bob Desmond, Head of Claremont Global recently featured on Livewire to discuss the strong performance from big tech stocks, as well as two other stocks within the consumer discretionary and healthcare sectors.
CommSec TV: Jun Bei Liu of Tribeca Investment Partners
Jun Bei Liu of Tribeca Investment Partners (Core and Conference Fund Manager), speaks with Tom Piotrowski of CommSec about the factors influencing the market and company profits ahead of reporting season.
The only ASX stock with a return on equity of over 50%
Chief Investment Officer at Auscap Asset Management and HM1 Conference Fund Manager, Tim Carleton joins "The Rules of Investing" podcast hosted by Livewire Markets.
Behind the screens: The evolution of streaming services and the investment case for Netflix
In this intriguing episode Magellan’s Portfolio Manager, Arvid Streimann, and Sector Head of Finance and Technology, Ryan Joyce, dive deep into the dynamic world of streaming services.
GSFM Conversations: Climate Change Investment Opportunities
In a recent podcast, GSFM's CEO Damien McIntyre and James Tsinidis of Munro Partners (Core Fund Manager) tap into investment opportunities presented by climate change and delve into Munro's Climate Change Leaders Fund.
Investors on watch for the long-awaited consumer slowdown
Jun Bei Liu of Tribeca Investment Partners (Core and Conference Fund Manager) is preparing for downgrades during reporting season.
The Three Factors Driving Stock Returns
Magellan (Core Fund Manager) has recently shared their insights on the three key factors driving stock returns, emphasising that the next 18 months will differ significantly from the past 18 months.
Could insulin come in a pill? How a molecule that mimics insulin may advance diabetes research
WEHI researchers have answered a 100-year-old question in diabetes research: can a molecule different to insulin have the same effect?
Why you should buy shares in Johns Lyng Group
Core and Conference Fund Manager, Jun Bei Liu of Tribeca Investment Partners shares why she believes the company Johns Lyng Group is a unique and resilient investment opportunity.
The Artificial Intelligence Era
The semiconductor industry is entering its fourth phase - the Artificial Intelligence era. Over roughly 50 years, the semiconductor market has gone from a nascent industry to about the size of 500bn USD today.
The hidden gems in the Australian sharemarket
Jun Bei Liu of Tribeca Investment Partners shares her insights with The Australian Financial Review on where investors can uncover hidden gems in the Australian market for potential growth and profitability.
How this quality global manager is still finding opportunity in today’s market
Despite the volatility of markets, Bob Desmond, Head of Claremont Global and Conference Fund Manager is still finding opportunities and quality companies trading at attractive prices.
Investors can’t agree how to value the world’s hottest stock
Despite mixed investor opinions, Munro Partners (Core Fund Manager) remains a strong believer in Nvidia. They are standing firm in their investment and still consider it a solid buy.
Stock pickers bet the field in slowing domestic market
Fund managers have batted away fears of an inflation-led recession, with Qantas, Seven Group and Treasury Wines named among the best investments by Australia’s top stock pickers.
Where Auscap sees value in the unloved sectors of the ASX
Chief Investment Officer of Auscap, Tim Carleton dives deep into the current market, shedding light on some of Auscap's favoured stocks including his 2022 Conference stock pick, Carsales.
GSFM Conversations: Munro Partners discuss growth equities
Damien McIntyre, the CEO of GSFM, chats with Munro Partners' Portfolio Manager Kieran Moore to discuss the current investment environment and several areas of interest that have Munro's team excited.
Top stocks for today's markets (and why Jun Bei Liu believes the ASX will head higher in 2023)
Jun Bei Liu of Tribeca Investment Partners (Core and Conference Fund Manager) doesn't believe the Australian economy will nosedive into a hard landing in the next few months or years.
Auscap Asset Management - May Webinar
For the latest insights from Auscap Asset Management, watch their recent webinar featuring Tim Carleton, Founder of Auscap Asset Management and HM1 Conference Fund Manager.
The key characteristics Zenith looks for when rating funds
David Wright, Co-founder of Zenith Investment Partners and member of HM1 Investment Committee recently spoke with Livewire about key characteristics Zenith looks for when rating funds.
Aggressive climate targets spell opportunity for investors
Partner and Portfolio Manager, James Tsinidis of Munro Partners (Core Fund Manager) discusses the opportunity of investing in net-zero emission companies with Firstlinks.
BHP at $100? This fund manager says it’s possible
Portfolio Manager Ben Cleary of Tribeca Investment Partners (Core Fund Manager) says now is the time to buy dirt cheap mining stocks or risk missing out on the next sector rally.
Chat GPT and the Implications of this New Technology
Magellan's Investment Analyst, Adrian Lu explains what ChatGPT is, how it works and what impacts this could have on society. He also discusses what this means for Microsoft and Alphabet.
