This information may constitute general advice. It has been prepared without taking account of an investor’s objectives, financial situation or needs and because of that an investor should, before acting on the advice, consider the appropriateness of the advice having regard to their personal objectives, financial situation and needs.
2019 Calendar year in review
January 2020
Despite macro concerns, 2019 was a good year for investors. In early January, with 2019 behind us, MLC's Portfolio Specialist John Owen will provide you with a review of what happened in investment markets over the year.
Investing in a challenging investment environment Watch now
James Kim on the source of company value
October 2019
Intermede Investment Partners, Investment Analyst, James Kim talks about the company values have changed over the decades from being based tangible assets to intangible as the digital economy takes centre stage.
James Kim on the Intermede Global Equities Fund
October 2019
Intermede Investment Partners, Investment Analyst, James Kim talks to Stephen Barbarich about the investment philosophy of the Intermede Global Equities fund.
James Kim discusses investing in the technology space
October 2019
Intermede Investment Partners, Investment Analyst, James Kim discusses with Stephen Barbarich, his approach to investing in the technology space.
Investing in a challenging investment environment
8 October 2019
Rebecca Collins, Research Manager, MLC sits down with Kerry Gill, Assistant Portfolio Manager, Capital Markets Research, MLC to discuss the challenges of investing in a changing environment. Kerry discusses some of these challenges, the sustainability of returns and how our portfolios are adapting.
MLC on generating returns for clients in a challenging investment environment
9 September 2019
MLC Chief Investment Officer Jonathan Armitage speaks with MLC Research Manager, Rebecca Collins about MLC's use of a range of asset classes to improve returns and diversification across its portfolios in what looks to be a challenging investment environment for returns going forward.
How MLC is managing its fixed income
20 June 2019
MLC Portfolio Manager Nicholas Hofmeyr speaks to MLC Research Manager Rebecca Collins about the record low interest rate environment and why active management in fixed income portfolios is important.
Adding value with derivatives
22 May 2019
MLC Derivatives Manager, Clinton Guelfi, speaks to MLC Research Manager, Rebecca Collins, about reshaping a portfolio’s risk-return profile using derivatives and how correlations between different assets allow for a range of strategies to be implemented that add value at little to no cost.
