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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A world of opportunity

Head of Research Nathan Bell takes a look at what promising investment themes around the world currently exist.
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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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A timely lesson from Telstra’s 6% dividend yield

Telstra's recent history proves the dangers of Australia's preoccupation with dividends.
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Equifax – Why incentives are so important

Why the recent hacking of Equifax's database reminds us that you can never underestimate the power of incentives.
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Plugging into broadband

Head of Research Nathan Bell analyses two overseas stocks benefiting from increasing broadband usage.
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How the demise of Kodak shaped the way this fundie invests

Through the 80’s Kodak was the second most valuable brand in the world. In 1986 Wayne Peters, aged 26, launched a network of Kodak Express stores on the East Coast. In 1989 Canon brought out the first digital camera, it would prove to be highly disruptive and terminal for Kodak. Peters is now Chief Investment Officer at Peters MacGregor, an Australian based global fund manager. In this interview we hear about one of the least conventional paths to professional funds management that we’ve encountered.
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New opportunities in Europe and India

Head of Research Nathan Bell explains why a number of European banks now present much better value than local Australian banks and also describes a great way for investors to benefit from the Indian market.
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Buying Google at half price

Nathan provides an update on Chinese technology giant Baidu.
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Investment Update Webcast – July 2017

Wayne Peters, Chief Investment Officer, and Nathan Bell, Head of Research provide their views on world markets and explain the investment case for new additions to the portfolio.
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