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Technology incumbents vs FAANG: which is the better investment?

Tue 09 October 2018 01:34 PM Meet the manager

Recent articles

Antipodes' Sunny Bangia talks to NAB's Mark Todd about why he prefers incumbent technology companies and the need for investors to think about "multiple ways of winning" when selecting stocks.

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Trump, interest rates and two stock ideas

Magellan’s Hamish Douglass says investors should worry less about Trump and more about interest rates.

29 August 2019 Meet the manager
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Central banks to support markets

Anthony Kirkham, Managing Director of Western Asset Management, discusses why asset classes will continue to be supported and his approach to investing in bonds.

15 July 2019 Meet the manager
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Chasing the next WAAAX

David Kirk, CEO of Bailador Technology Investments, discusses how the listed investment company targets technology businesses that have the potential to be the next WiseTech or Afterpay.

16 April 2019 Meet the manager
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The art of investing in international equities

Magellan’s Hamish Douglass shares his six simple guiding principles for investors wanting to gain exposure to international equities.

1 February 2019 Meet the manager