Nick Langley from ClearBridge Investments speaks to Peter White from The Inside Network for our IN60 series.
Victor Rodriguez from CIP Asset Management shares insights with Peter White from The Inside Network on whether private credit is a dividend replacement.
Gold miners surge, technology recovers, iron ore price down 6%, ASX lower The ASX200 couldn’t capitalise on the strong lead from US technology stocks overnight, falling 0.8% as the lack of growth opportunities came to the fore. Afterpay (ASX:APT) returned to strength jumping 7.5% after announcing the acquisition of Pagantis, a BNPL provider with a European presence. All eyes, however,…
ASX stronger, Greensill risk expands, Vocus (ASX:VOC) deal confirmed The ASX200 finished 0.5% higher in a mixed day for the market, with the IT and materials sectors remaining the primary drags on performance. The industrials sector which includes a number of infrastructure and more cyclical companies was the highlight, adding 1.1% with the likes of Transurban Group (ASX:TCL) and Sydney…
ASX finishes higher on volatile day, US stimulus passed, Treasury Wine (ASX:TWE) now a takeover target The ASX200 (ASX:XJO) rallied strongly on the Labour Day public holiday for Victorians, opening 1.7% higher but giving up gains during the session to finish a more modest 0.4% higher. Much of the positive moves were driven by the materials sector,…
Sarah Hayward from Seismic shares insights on tackling challenges faced by women in financial services.
ASX down but positive week, energy shines, asset management dispersion The ASX200 (ASX:XJO) fell 0.7% on Friday but managed to deliver a positive return for the week, finishing 0.6% higher. The commodities sector was hardest hit on Friday, falling 2.0%, with the IT sector continuing to fall as valuations are reset in response to higher bond rates….
ASX down as dividends rule the day, retail sales recover but Myer (ASX:MYR) smashed The ASX200 (ASX:XJO) fell another 0.8% on Thursday, dragged down by a flurry of major companies paying out dividends. The likes of BHP Group (ASX:BHP), CSL (ASX:CSL), and Rio Tinto (ASX:RIO) fell 3.1%, 4.2%, and 6.2% respectively as they paid out billions of dollars in dividends to income starved…
James Dunn from The Inside Network deep dives into digitisation strategies that optimise client experiences with Max (Mayank) Verma from Seismic, the leading sales and marketing enablement software platform. With over 15 years’ experience in Software-as-a-Service, banking and technology consulting, Max previously led digitisation of sales processes and data analytics projects for the institutional banking…
Hamish Douglass this week presented his ‘The Year of Living Dangerously Webinar’, to thousands of investors and followers across the country. There were no crowds or pyrotechnics, just what appeared to be another Zoom call from Magellan’s Sydney offices. But what the session may have lacked in technology, it delivered in terms of content, analysis…
