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General
What’s the latest in the Epic Games v Apple stoush?
Epic sued Apple in 2020 after the game company introduced its own payment system into Fortnite, which broke Apple's rules and ultimately got the company banned from the App Store.9 October
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Bold predictions wrapped for 2023
Bryce & Alec gave 24 bold predictions at the beginning of 2022. In this episode they reflect on how those 'bold predictions' have played out in the real world.19 December
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General
Importance of diversification in times of uncertainty
In an uncertain market, diversification across different asset classes, countries, sectors and regions is paramount. Global shares offer diversification across sectors and themes that would not be possible to achieve by investing in Australian equities alone.24th Oct, 2022
Source: Fidelity
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General
Fidelity Global Emerging Markets Fund - Top 10 positions
Fidelity Global Emerging Markets Fund Quarterly Top 10 stock positions provides a high-level snapshot of some of the companies held in the portfolio.1st Sep, 2022
Source: Fidelity
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Two massive Australian mergers | Roblox & Tencent updates
We’re seeing some big mergers in the listed investment company space, so Alec and Bryce unpack what is happening and what it means for shareholders. First, Washington H. Soul Pattinson have made a $4b takeover bid of Milton Corporation and then you might have heard our previous guest, Geoff Wilson, declare WAR on LIC discounts. His Wilson Asset Management Global fund has declared its first target: Templeton Global Growth Fund.11 July
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Expert Investor: Lyn Alden - Bitcoin, the US Dollar & The Fed
The past few months have seen an unprecedented monetary policy response from the US Federal Reserve. Under the guise of doing 'whatever it takes' to keep the markets and economy stable, the Fed has printed money at rates never seen before, with much of it ending up in financial markets.3 September