When quizzed on whether investors should be worried about companies such as Amazon and Netflix being rewarded for traction and growing their user base while maintaining relatively small profit margins and cash flow, Jennison Associates's Baribeau replied he “wouldn’t be concerned about it at all.”
Ben HurleyNovember 17, 2020
MLC has been dialing up its exposure to private equity over the past 12 months, something the group's CIO Jonathan Armitage expects will continue as the market dislocation throws up more opportunities to diversify away from public markets.
Matthew SmithAugust 17, 2020
People in Asia and economies have embraced activities such as online commerce and live streaming far more than in the US, portfolio manager
Alice UribeSeptember 18, 2018
Tom Garcia, chief executive of AIST talked to David Rowley, editor of Investment Magazine about tax, policy, education, campaigning and events. How is tax reform going to impact super? We are going to use the government’s tax white paper to think deeply about what ideas and solutions we can put forward, that delivers greater fairness, adequacy and sustainability. That means we are going to have […]
David RowleyMarch 24, 2015