Investment Update Webcast – July 2018

Join Nathan Bell, our head of research, and CIO, Wayne Peters, as they discuss the current global economic environment, the US trade war, merger and acquisition activity in the US media industry, and new stocks and sales during the quarter. Following the presentation they answer questions about Metro Bank's recent capital raising amongst others.
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A look at Telecom Italia

At Peters MacGregor, we have been scouring the globe for the most attractively priced internet providers. We currently have positions in Europe, the United States, Latin America and South Korea; making the growing use of fast internet speeds a core theme in our portfolio. Given the recent news of activist investor Elliott Advisers taking a stake in a recent purchase of ours, Telecom Italia, it’s a good time to examine our investment case.
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Investment Update Webcast – March 2018

Wayne Peters, Chief Investment Officer and Nathan Bell, Head of Research, provide an update to the Peters MacGregor Global Equity portfolio.
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Uncovering value in India

Chief Investment Officer, Wayne Peters, and Head of Research, Nathan Bell explain the investment case of listed holding company, Fairfax India.
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Shining the spotlight on China’s largest technology company

Head of Research Nathan Bell analyses Tencent, China's largest technology company, and explains a unique way to own it on the cheap.
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Investment Update Webcast – November 2017

Nathan Bell, Head of Research and Trevor Scott, Senior Investment Analyst provide their views on world markets and explain the investment case for new additions to the portfolio.
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A world of opportunity outside the US

Head of Research, Nathan Bell, highlights the risks of investing in broad-based ETFs, and explains the investment case for Fairfax India, Liberty LiLAC and JD.com.
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How do Australian banks stack up globally?

Head of Research Nathan Bell pits Australia's banks against those overseas and discusses finding value in China.
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What European election results mean for our European banks

Head of Research Nathan Bell updates the case for European banks and explains what Hurricane Maria means for Liberty Latin America.
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Why spinoffs beat IPOs

Head of Research Nathan Bell makes the case for forgotten spin off, Liberty Latin America. Commentary starts at 4:00.
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