AIRLIE

Funds management

A booming mergers and acquisitions situation and record-low interest rates are the two biggest factors driving the equities market, according to Airlie Funds Management....

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Outsider

Having lived through several financial crises – without disclosing how many as it would be rude to bring age into the equation – Outsider has seen his fair share of marke...

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Funds management

The trend for travel stocks is “rearing its head again”, according to equity managers, as talk begins on international flights resuming....

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Financial planning

While it is great to see retail investors investing in the stockmarket for the first time, a sharp market downturn could put them off the market for good, warns Airlie....

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Funds management

It is rare to see “all parts of the market firing on all cylinders”, according to Airlie, but the high multiples make it challenging to find quality companies....

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Funds management

While the Magellan Global fund is over $14 billion in size, the firm is trying to actively diversify its business away from purely global equities....

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Funds management

Markets are being overly pessimistic about the future of retail, according to Airlie, as there are opportunities still in play for retail growth after the pandemic....

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Funds management

Backing founder-led businesses has been key to performance for the Airlie Australian Share fund as it navigated the pandemic but it is optimistic for dividends next year....

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Funds management

One particular bank’s shares fell over 30% last year and Airlie Australian Share fund has now exited the position....

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