Webinars

Our quarterly webinars deep dive into market themes and topical stocks, as well as providing updates on the performance and positioning of the Merlon Australian Share Income Fund.

Please note: webinars are intended for adviser use only. Before acting on any information, investors should seek independent financial advice and read the relevant Product Disclosure Statement or other offer document prior to acquiring a financial product.

March 2019: Iron Ore Supply + A Case Study in Poor Capital Allocation

Ben Goodwin shared his outlook for iron ore and the implications for Australian mining stocks. Hamish Carlisle then shared a case study in poor capital allocation followed by an update from Adrian Lemme on positioning and performance for the Merlon Australian Share Income Fund.

December 2018: Housing Cracks Present Material Opportunities + Divestments

Adrian Lemme shared his outlook for building material stocks in light of the housing market downturn. Hamish Carlisle then examined divestments in the Australian equity market followed by an update on the positioning of the Merlon Australian Share Income Fund.

September 2018: Trade Wars + Some More Thoughts on Telstra

Ben Goodwin shared his in-depth analysis of the escalating US-China trade war. Hamish Carlisle then discussed Telstra’s FY18 results followed by an update from Neil Margolis on the positioning of the Merlon Australian Share Income Fund.

June 2018: Amazon Revisited

Adrian Lemme shared his thoughts on Amazon’s entry into the Australian market, one year on from his initial analysis. Neil Margolis then presented an alternative approach to generating sustainable income in retirement and provided an update on the positioning of the Merlon Australian Share Income Fund.

March 2018: Digital vs Traditional Media – A Global Trend

In our March quarterly webinar, Joey Mui shares his views on digital vs traditional media and Adrian Lemme discusses the current outlook for asset prices and provides an update on the positioning of the Merlon Australian Share Income Fund.

December 2017: Oil - The Cycle Continues

In our December quarterly webinar, Ben Goodwin shares his views on the oil market in 2018 and Adrian Lemme provides an update on the positioning of the Merlon Australian Share Income Fund.

September 2017: Telstra Revisited

Hamish Carlisle shares his outlook for the telco giant, including the ongoing impact of the NBN, and Adrian Lemme provides an update on the positioning and performance of the Merlon Australian Share Income Fund.