The Australian reporting seasons (in February and August) are important periods for markets, with much more fundamental company information available to investors than at other times in the year. This season, however, while company fundamentals are largely intact, profit results have been clouded by negative sentiment coming from politics, financial conditions and house prices. In this Legg Mason podcast, Martin Currie’s Chief Investment Officer Reece Birtles, provides context to the recent company reporting season and economic environment, from both a fundamental and analytical perspective, and discusses the implications for investment portfolios.
Australian equities: Clouded by political, economic and credit uncertainty
Respected advice technology expert, Finura Group’s Peter Worn, grabs a coffee with The Inside Network managing editor Tahn Sharpe and chats about the systems and processes that form the backbone of the advice administration system; what works, what doesn’t, and where did I put my password?
The Inside Network managing editor Tahn Sharpe and Peloton Partners’ Rob Jones get together to talk about the vexed issue of pricing in financial advice; who’s getting it right, how should it be done and how to explain it to your clients.
Investor Strategy News editor Lachlan Maddock chats to the inimitable Ian Fryer about all things superannuation, including the developing practices around super fund benchmarking and more.
The Inside Network’s managing editor Tahn Sharpe speaks to respected analyst Paul Saliba about the prevailing winds buffeting the economy in the year ahead, as well as the trends SQM Research sees developing in the investment landscape.
The Inside Network’s managing editor Tahn Sharpe sits down with compliance expert Sean Graham from Assured Support to talk about all things documentation and the current regulatory landscape for advisers.
An in depth interview to uncover the impending changes to superannuation system and move towards passive and factor investing in light on the APRA heat maps, with Chris Briant, Head of Parametric in Australia.
The CURE ETF has offered performance since inception of 27.2% pa (compared to the S&P500 offering 13.1% and S&P Global 1200 Healthcare offering 10%).