MB fund

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MB Fund Podcast: Effective Ethical Investment with Peter Singer

In today’s webinar, hear from MB Fund’s Head of Investment Damien Klassen, Tim Fuller, and renowned ethicist Peter Singer as they cover “Effective Ethical Investment” Topics include ethics in the Australian financial services industry, the 3 types of ethical investing and Peter’s opinion on each, the ethics of investing in Chinese corporations, Jeff Bezos’ $100

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MB Fund Podcast: Effective Ethical Investment with Peter Singer 12:30PM TODAY

In today’s webinar (12:30 pm AEST, Thursday 5th December), hear from MB Fund’s Head of Investment Damien Klassen, Tim Fuller, and renowned ethicist Peter Singer as they cover “Effective Ethical Investment” Topics include ethics in the Australian financial services industry, the 3 types of ethical investing and Peter’s opinion on each, the ethics of investing

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GDP heat map

Every quarter I like to look at the changes in Australian GDP and which categories are responsible for the growth / decline. Each bubble represents a category of GDP proportionate to its size, colours represent the growth rate. Click the charts for a large version and commentary:  This quarter the key takeaways include: Federal Government

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Private sector investment is as dead as the Dodo

There is an investing narrative that suggests with three interest rate cuts in the past few months, companies are about to unleash a capex spending spree. I’m skeptical. Yesterday’s capex data, which surveys both past and future company capital expenditure, supports my skepticism. I need to preface all of this with the observation (raised before)

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MB Fund Podcast: Australia’s housing market dilemma with Martin North

In today’s latest webinar and podcast, hear from MB Fund’s Head of Investment Damien Klassen, Tim Fuller and founder of Digital Finance Analytics, Martin North as they cover “Australia’s Housing Market Dilemma” Topics include an overview of the Australian Housing market with a rebuttal to the property bull case, banking regulation and government policy towards

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MB Fund Podcast: Australia’s Housing Market Dilemma with Martin North LIVE TODAY

In today’s LIVE webinar (12:30 pm AEST, Thursday 28th November), hear from MB Fund’s Head of Investment Damien Klassen, Tim Fuller, and founder of Digital Finance Analytics, Martin North as they cover “Australia’s Housing Market Dilemma” Topics include an overview of the Australian Housing market with a rebuttal to the property bull case, banking regulation

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MB Fund Podcast: Global reflation…hot trade or hot air?

In our latest webinar and podcast, hear from MB Fund’s Head of Investment Damien Klassen, Chief Strategist David Llewellyn Smith, and Tim Fuller as they cover “Global Reflation Hot Trade or Hot Air?” While equity markets are pricing Nirvana for global growth ahead, geopolitics and global growth show only very tentative signs that they will

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MB Fund October performance

October saw investment returns for equity markets higher yet again, the bigger story was a reversal in the bond market. Our tactical investment funds have performed better than most superannuation and investment funds over the year. In October the funds gave back some of the lead we have built up. Outperformance in our international fund

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MB Fund Podcast: Global reflation: hot trade or hot air? LIVE TODAY

In today’s LIVE webinar (12:30 pm AEST, Thursday 21st November), hear from MB Fund’s Head of Investment Damien Klassen, Chief Strategist David Llewellyn Smith and Tim Fuller as they cover “Global Reflation Hot Trade or Hot Air?” While equity markets are pricing Nirvana for global growth ahead, geopolitics and global growth show only very tentative

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The problem with traditional ethical funds

Ethical investment inflows have doubled in 2019. But, the Wall Street Journal highlights a problem near to my heart: ethical investing is not the same to everyone. Funds with a focus on socially responsible investing are enjoying a record year of inflows. But many such portfolios aren’t as clean as investors might expect. Eight of

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MB Fund Podcast: Untangling Australia’s Energy Market with David Leitch

In today’s webinar (Thursday 14th November), hear from MB Fund’s Head of Investment Damien Klassen, Tim Fuller and expert energy analyst David Leitch as they “Untangle the Energy Market.” Topics this week include the death of Coal, if 100% renewable is a viable path for Australian Energy, which energy-based stocks have potential, the viability of

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MB Fund Podcast: Untangling Australia’s Energy Market 12:30PM TODAY

In today’s webinar (12:30 pm AEST, Thursday 14th December), hear from MB Fund’s Head of Investment Damien Klassen, Tim Fuller and expert energy analyst David Leitch as they “Untangle Australia’s Energy Market.” Topics this week include the death of Coal, the potential of renewables to take over Australian energy, which energy-based stocks have potential, the

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MB Fund Podcast: The Future of Renewable Energy with David Morgan

In today’s webinar (Thursday 7th November), hear from MB Fund’s Head of Investment Damien Klassen, Tim Fuller and Founder of ‘Iron Matrix’, David Morgan as they cover “The Future of Renewable Energy.” Topics this week include the growing popularity and falling cost of solar power, batteries combined with solar being the ‘killer app’ of the

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How to create a $47bn WeWork in one easy step

This is a message for those who want to avoid being ripped off by aspire to be investment bankers. One dirty secret (of many) in investment banking is valuations are an advertising tool. If you can’t manipulate valuations to get the number your boss wants you to get, you are in the wrong game. How else can

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MB Fund Podcast: The Future of Renewable Energy with David Morgan 12:30PM TODAY

In today’s webinar (12:30 pm AEST, Thursday 7th December), hear from MB Fund’s Head of Investment Damien Klassen, Tim Fuller and Founder of ‘Iron Matrix’, David Morgan as they cover “The Future of Renewable Energy” Topics this week include the growing popularity and falling cost of solar power, batteries combined with solar being the ‘killer

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MB Fund Podcast: Distressed Debt Economic Lessons with Jonathan Rochford

In today’s webinar (12:30 pm AEST, Thursday 31st October), hear from MB Fund’s Head of Investment Damien Klassen, Tim Fuller and CEO of a Distressed Debt Lender, Jonathan Rochford as they cover “Distressed Debt Economic Lessons” Topics this week include an outlook of the Australian property market, a worldwide government debt snapshot, the worldwide price

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MB Fund Podcast: Distressed Debt Economic Lessons with Jonathan Rochford 12:30PM TODAY

In today’s webinar (12:30 pm AEST, Thursday 31st October), hear from MB Fund’s Head of Investment Damien Klassen, Tim Fuller and CEO of a Distressed Debt Lender, Jonathan Rochford as they cover “Distressed Debt Economic Lessons” Topics this week include an outlook of the Australian property market, a worldwide government debt snapshot, the worldwide price

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MB Fund Podcast: A Wunch of Bankers with Daniel Ziffer

In today’s webinar, hear from MB Fund’s Head of Investment Damien Klassen, Tim Fuller and Journalist Daniel Ziffer as they cover the Royal Commission, resulting changes to the banking industry and his book chronicling it all “A Wunch of Bankers” Topics this week include The Royal Commission, resulting changes to the banking industry, what this

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MB Fund Podcast: A Wunch of Bankers with Daniel Ziffer 12:30PM TODAY

In today’s webinar (12:30 pm AEST, Thursday 24th October), hear from MB Fund’s Head of Investment Damien Klassen, Tim Fuller and Journalist Daniel Ziffer as they cover the Royal Commission, resulting changes to the banking industry and his book chronicling it all “A Wunch of Bankers” Topics this week include The Royal Commission, resulting changes

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MB Fund September 2019 Performance

September saw volatile, but ultimately strong equity markets push the investment returns for most superannuation funds higher. Our tactical investment funds performed well, and continue to post-investment returns above the returns of most Australian super funds over the last year. This comes despite their defensive stance. In our portfolios, we are positioned for adverse outcomes,

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MB Fund Podcast: Confessions of a non-bank lender

In today’s webinar, hear from MB Fund’s Head of Investment Damien Klassen and Tim Fuller as they investigate “Revelations from the coal face of Australian Lending with Stephen Mitchell.” Stephen’s the CEO of private capital lender Oak Capital, and second-tier mortgage broker Resicom. With the Australian property market in major flux, we take an on-the-ground

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MB Super now offers insurance cover

We are proud to announce that MB Fund Super accounts now offer personal (Life and Total & Permanent Disability) insurance cover. You can select Life only, TPD only or Life with linked TPD cover. We have spent considerable time in choosing an insurance partner that offers a sound and reliable insurance solution for MB Fund clients.

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Is it just me or are China’s reactions increasingly unhinged?

Part of my investment thesis on China is that the underlying structural issues have been laid bare by the trade war. Regardless of any face-saving deal, the problems will not go away. China’s reactions to three events in the past week appear increasingly unhinged and are likely to accelerate the process. Background China entered the

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MB Fund Podcast: Is Australia’s Jobs Miracle on Borrowed Time? LIVE TODAY

In today’s LIVE webinar (12:30 pm AEST, Thursday 10th October), hear from MB Fund’s Head of Investment Damien Klassen, Chief Economist Leith van Onselen, and Tim Fuller as they cover “Is Australia’s Jobs Miracle on Borrowed Time?” Over the past 2 years the Australian economy has experienced an unprecedented jobs boom of more than 300

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MB Fund podcast: Is Australia’s Housing Rebound a Bull Trap?

In today’s webinar and podcast, hear from MB Fund’s Head of Investment Damien Klassen Chief Economist Leith van Onselen, Chief Strategist David Llewellyn Smith and Head of Operations Tim Fuller as they cover “Is Australia’s Housing Rebound a Bull Trap?” While the growth outlook of the housing market has unambiguously improved over the next 12

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MB Fund Podcast: Aussie housing rebound a bull trap? LIVE TODAY

In today’s LIVE webinar (12:30 pm AEST, Thursday 3rd October), hear from MB Fund’s Head of Investment Damien Klassen, Chief Economist Leith van Onselen, Chief Strategist David Llewellyn Smith and Tim Fuller as they cover “Is Australia’s Housing Rebound a Bull Trap?” While the growth outlook of the housing market has unambiguously improved over the