Category: Interviews

Where to invest in 2023? These are the most likely trends
Stocks in the U.S. financial market are in an extremely negative moment for investment capitals. 2022 is considered a year…

Chris Joye on why stocks and property are set for a poor year
This is an edited transcript of an interview by Tom Piotrowski of CommSec with Coolabah Capital Investments CIO Christopher Joye.…

Firstlinks Interview Series – bonus eBook
One of my favourite parts of curating Firstlinks is learning more about products and businesses in our Interview Series. The…

Firstlinks Interview Series 2021-2022
One of my favourite parts of curating Firstlinks is learning more about products and businesses in our Interview Series. The…

Positioning a portfolio for today’s market conditions
Brad Kinkelaar is Senior Managing Director and Lead Portfolio Manager for the Barrow Hanley Global Share Fund. Barrow Hanley Global…

The right way to invest in a thematic is not an index
Andrew Swan is Head of Asia (ex-Japan) for Man GLG, the discretionary investment business of Man Group, a global manager…

$10 trillion manager moves into Australian superannuation
Daniel Shrimski is Managing Director of Vanguard Australia. He joined Vanguard in 2011 and moved to the US in 2017…

How diversified bond portfolios yield 7%
Adam Grotzinger is a Senior Portfolio Manager for Neuberger Berman’s Strategic Income Fund, widely available on Australian platforms. Neuberger Berman…

Why short-termism is both a travesty and an opportunity
Chris Demasi is a Founder and Portfolio Manager at Montaka Global Investments, a global equity manager with staff in Sydney,…

Time for value as ‘promise generators’ fail to deliver
Eric Marais, CFA, is an Investment Specialist at Orbis investments. He joined Orbis in 2013 and is a member of…
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