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
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
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
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)
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
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
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
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
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
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
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
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
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
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
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
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
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
I’ve written a few times recently about the imbalances in the Australian economy and how messed up the Australian housing cycle is. It looks as if the Australian economy is hanging on to positive growth based on one factor. Without that factor, there is significant economic downside. The one economic question that matters: Can rising
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
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
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,
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
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.
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
In today’s webinar and podcast, 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 thousand jobs created per annum.
In response to current events & popular demand, the MB Fund is proud to announce a new suite of ethical options under the Human Rights category. These options will screen out companies that are located in countries that do not meet the criteria you have selected. No Undemocratic Countries Removes companies from countries that score
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
Bloomberg just published another stark reminder of the shifting landscape for energy generation – fossil fuels have a limited time as viable sources of energy. And I’m not talking about saving the planet or carbon taxes, simply economics. Coal, gas, oil, all have economics based on a scarcity curve: the more we use, the deeper
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
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
