With market attention focused recently on mega-caps and new trillion-dollar AI listings SG Hiscock portfolio manager Rory Hunter is looking the other way. The micro-cap expert explains to Stewart Hawkins the joy (and dangers) of discovering mispriced stocks, how you navigate the risks among the unknown and the importance of giving your portfolio a fat […]
Munro equity partner and portfolio manager Qiao Ma is bullish despite the current global turmoil. She talks to Stewart Hawkins about the paradigm shift that is AI, why small-and mid-cap stocks can be like picking up billion-dollar bills off the pavement, and tells the tale of the two “great beasts wrestling each other” to shift […]
With more than $US5.6 trillion of assets under management State Street is one of the world’s largest investment firms. Sydney-based Senior Strategist Clive Maguchu talks to Stewart Hawkins about the changing nature of what constitutes “acceptable” risk in an increasingly volatile world, how inflation is causing him one of his biggest concerns and why he […]
From screen roles such as Faramir in Lord of the Rings, Dilios in 300 and appearances in Pirates of the Caribbean, Moulin Rouge, and notably the heartthrob “Diver Dan” in TV’s SeaChange, David Wenham is one of Australia’s most recognisable actors. He spoke to Stewart Hawkins about inspirations, aspirations, David Attenborough, Nick Cave, and the […]
South African-born, Brisbane architect Shaun Lockyer has been creating buildings for more than 35 years, priding himself on making buildings that blend and enhance rather than dominate the landscape. This story features on the cover of Issue 22 – out now. Tap here to secure your copy or become a Forbes member here. Produced by Huw Reynolds. Shaun Lockyer […]
Schroders head of fixed income, Kellie Wood, has been in markets for more than 25 years and has had a pivotal role in building her firm’s domestic fixed income business. She spoke to Stewart Hawkins about how the defensive asset class is redefining its role amid a new market paradigm, the risks of geopolitical volatility, […]
Terry Snow, one of Australia’s wealthiest people, died a year and a half ago, leaving behind a business empire and unique legacies. One was his passion project, an other his commitment to giving people less fortunate than himself a fair go. Stewart Hawkins spoke to the family’s next generation about why they’re in the process of selling one, but totally committed to […]
Piers Bolger, Chief Investment Officer at Infinity Asset Management, leads the firm’s multi-asset investments and is responsible for macroeconomic research. He spoke to Stewart Hawkins about the divergence of market performance and job growth in the era of AI, what that means for consumption and wealth and the effect on investment portfolios. Also how Australians […]
Aaron Pedersen is arguably one of Australia’s most distinctive, quietly influential and possibly complex actors. He went from a rough childhood in Alice Springs to ABC TV Journalist to one of this country’s most recognisable, outspoken indigenous voices. He told Stewart Hawkins about the motivation driving him to succeed, his definition of “divine masculinity”, the […]
La Trobe CEO, Chris Andrews, a legal eagle turned long-term investment manager spoke to Stewart Hawkins sharing a broad-ranging historical look at investment markets, why, in that context he sees alternative, private assets as an innovative, solid place to put money, why middle America could prove a boon for Australian investors, why we shouldn’t bash […]