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....
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...
The trend for travel stocks is “rearing its head again”, according to equity managers, as talk begins on international flights resuming....
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....
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....
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....
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....
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....
One particular bank’s shares fell over 30% last year and Airlie Australian Share fund has now exited the position....
trustees are already requesting such confirmations when advisory fees (even via fixed term agreements) are deducted from...
CSLR should be broken down into 2 sub sectors, one for product manufacturers and one for financial advisers. Product ma...
We must stand up and show our opposition to both the ASIC Levy and CSLR as they both contribute to the high cost of advi...