Category: News

Every second week we invite a leading fund manager to present at The Insider: Meet the Fund Manager. In February 2023, we were joined by Cyan Investment Management’s co-founder and co-owner Graeme Carson who mentioned Mighty Craft Limited (ASX: MCL)…

The global $200 billion black hole in marketing spend and the Aussie tech trying to fix it. Global marketers are wasting $200 billion, or one third of their budgets, because advertising campaigns are poorly briefed and don’t have a strategy, according to the global Better Briefs Study which focussed on the effectiveness of modern marketing.

An onslaught of interest rate rises aimed at bringing the markets back to normal led to a hard reality check for Credit Suisse. While UBS, or Union Bank of Switzerland, secured an opportunistic 3-billion Swiss Franc deal to buy out its rival, the e-commerce crowd decided to follow suit.

After the bailout of Credit Suisse by UBS and Swiss regulators, faith in the banking system was seemingly restored, as equities markets rallied the following day, after an initial sell-off.

US markets rebounded as investors keep a laser focus on the Fed’s interest rate decision, which is now just one day out. 8 out of 11 sectors in the S&P 500 finished higher, with the index locking in 1.3% of gains. 

Every second week we invite a leading fund manager to present at The Insider: Meet the Fund Manager. In February 2023, we were joined by Cyan Investment Management’s co-founder Graeme Carson who cited RAIZ Invest Limited (ASX: RZI) as one…

Since its IPO on January 9th, rare earth and critical mineral sands mine development company, VHM Limited (ASX: VHM) has been busy, with some key announcements over the last couple of months.

The integration of Spectur’s (ASX: SP3) acquisition of 3 Crown Technologies (3CT) is going swimmingly, with phase one of the unification complete – meaning primary HR, financial and banking workstreams are supported with Spectur systems. 

In the lead up to this week’s The Insider: Meet the Fund Manager, David McNamee from Altor Alpha Fund sat down with Reach Markets to provide a bit of information about his investment strategy, industries of interest and view on the market.

Site Group (ASX: SIT), a global provider of critical training services, is a striking example of how Covid can decimate a thriving Australian business. Their revenue collapsed from almost $31 million in FY19 to around $7m in FY22, with the share price dropping by over 95% since February 2020 to a market cap of less than $4 million in March 2023.

Site Group International (ASX: SIT) is a classic tale of the damage Covid has done to a globally significant Australian business, and the opportunity that can arise out of its return to growth.

US markets rebounded as investors keep a laser focus on the Fed’s interest rate decision, which is now just one day out. 8 out of 11 sectors in the S&P 500 finished higher, with the index locking in 1.3% of gains.