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....

image
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...

image
Funds management

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

image
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....

image
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....

image
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....

image
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....

image
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....

image
Funds management

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

image
 

MARKET INSIGHTS

sub-bg sidebar subscription

Never miss the latest news and developments in wealth management industry

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week 1 day ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

1 week 1 day ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week 2 days ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 2 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 2 weeks ago