airlie

Funds management

A booming mergers and acquisitions situation and record-low interest rates are the two biggest factors driving the equities market, according to Airlie Funds Management....

Outsider

Lessons in playing the market

Having lived through several financial crises – without disclosing how many as it would be rude to bring age into the equation – Outsider has seen his fair share of marke...

Funds management

Travel trade resumes amid COVID-19 roadmap

The trend for travel stocks is “rearing its head again”, according to equity managers, as talk begins on international flights resuming....

Financial planning

Market downturn could ‘burn’ first-time investors

While it is great to see retail investors investing in the stockmarket for the first time, a sharp market downturn could put them off the market for good, warns Airlie....

Funds management

The challenge to find low multiple companies

It is rare to see “all parts of the market firing on all cylinders”, according to Airlie, but the high multiples make it challenging to find quality companies....

Funds management

Magellan moves away from global equity dominance

While the Magellan Global fund is over $14 billion in size, the firm is trying to actively diversify its business away from purely global equities....

Funds management

No let-up for retailers yet

Markets are being overly pessimistic about the future of retail, according to Airlie, as there are opportunities still in play for retail growth after the pandemic....

Funds management

Airlie waiting for ‘raining down of dividends’

Backing founder-led businesses has been key to performance for the Airlie Australian Share fund as it navigated the pandemic but it is optimistic for dividends next year....