Kiwi biotech makes its mark in ASX debut
Following its recent listing on the ASX, Alex Gluyas speaks with the CEO of Aroa Biosurgery, Brian Ward, to discuss the company's IPO, its medical products used for soft tissue regeneration, and the expansion of its commercial operations in the US and beyond.
QVG Capital's long-short strategy proves a winner
After its Long Short fund was named by Mercer as the top-performing fund investing in Australian shares for FY20, Alex Gluyas speaks with Principal and Portfolio Manager at QVG Capital, Tony Waters, to discuss how QVG is navigating through COVID-19, the best picks that contributed to its performance, and the filters it uses when picking stocks to long or short.
Remote work boom drives LiveTiles to cash flow positive quarter
Alex Gluyas catches up with the CEO of LiveTiles, Karl Redenbach, to discuss the increased demand for its workplace collaboration technology, how this contributed to the company achieving a cash flow positive June quarter, and its focus on product innovation through artificial intelligence.
Is investing in gold ridiculous?
James Kirby is joined by financial adviser Doug Turek in this week's episode of The Money Cafe for a distanced chat about how he is managing portfolios in 2020, and the haunting sense hanging over markets.
ArchTIS rising as Australia builds cyber defences
As cyber security stocks rise in response to increased government investment in the sector, Alex Gluyas catches up with the CEO of archTIS, Daniel Lai, to discuss how the market has 'woken up' to the importance of cyber security, how COVID has accelerated the value of digital transformation, and the company's cash flow positive quarter and share price surge.
Investors preparing for August volatility
This week on Talking Finance, Alex Gluyas is joined by CoreLogic's Eliza Owen to discuss the July house prices figures, while Market Analyst at IG, Kyle Rodda, explains why investors are preparing for increased volatility in August. Partner at Deloitte Access Economics, Stephen Smith, explains why private business investment is set to fall 15% this year and Political Editor at Nine Radio, Michael Pachi, talks through the political fallout of Melbourne's stage 4 lockdown.
Brickworks poised to capitalise on warehouse demand
Alex Gluyas speaks with the Managing Director of Brickworks, Lindsay Partridge, about the increasing demand for industrial property and warehouse facilities, how COVID has impacted its Building Products arm in the US and how its large position in Washington H Soul Pattinson allows it to consistently pay out a dividend.
From the Bunker: Welcome to the first COVID financial year
As accountants and finance staff everywhere quietly celebrate the end of another financial year, we look forward to FY21, which is sure to be heavily dominated by the COVID-19 crisis.
From the Bunker: Strategies that are resistant to COVID-like events
We take a look at some strategies that have weathered the storm
From the Bunker: The COVID created disconnect: the markets versus the economics
We take a look at why the market is behaving as it is and what lays ahead for COVID affected economies.
From the Bunker: Has COVID favoured a passive investment strategy or an active one?
Has there been any evidence so far if one strategy has handled this crisis better?
The COVID Weighting Game. Have investment allocations changed?
We take a look at managed portfolios and if COVID-19 has changed their asset weightings.