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‘Invest it Best‘ is a new investing podcast where you will hear from expert analysts, advisers and fund managers. The show will provide you with insight as to their views on the market, what they‘re looking at, and importantly why that matters. ‘Invest it Best‘ is proudly brought to you by Wilsons Advisory - one of Australia‘s leading financial advisory firms.
Episodes
Monday Sep 16, 2024
Monday Sep 16, 2024
On this episode of the Invest it Best podcast host Ted Richards speaks with Greg Burke, Equity Strategist at Wilsons Advisory. They discuss the recent reporting season in Australia including the following;
- Greg's recent summary of reporting season
- Sector specific trends (across resources, insurance, banks, supermarkets and healthcare)
- How Greg is positioning his Australian equities portfolio going forward
Links
To request a Wilsons advisor to contact you click here
To stay up to date with Wilsons Advisory on LinkedIn
The Invest it Best podcast is proudly brought to you by Wilsons Advisory, one of Australia's leading financial advisory firms.
Wilsons Advisory Financial Services Guide (FSG) can be found here
Wednesday Aug 21, 2024
Wednesday Aug 21, 2024
On this episode of the Invest it Best podcast host Ted Richards speaks with IP Generation Founder and CEO, Chris Lock. They discuss commercial property, particularly investing in unlisted retail assets such as Australian shopping malls. The conversation covers;
- The advantages and disadvantages of investing in direct, unlisted property compared to listed REITs.
- Current trends and opportunities in the unlisted property market
- Why IP Generation has been investing in shopping mall assets and attributes they look for
- Valuations of these assets and risks investors should consider
Links
To request a Wilsons advisor to contact you click here
To stay up to date with Wilsons Advisory on LinkedIn
The Invest it Best podcast is proudly brought to you by Wilsons Advisory, one of Australia's leading financial advisory firms.
Wilsons Advisory Financial Services Guide (FSG) can be found here
Friday Jul 12, 2024
Friday Jul 12, 2024
On this episode of the Invest it Best podcast host Ted Richards speaks with Greg Burke, Equity Strategist at Wilsons Advisory. They discuss different trends across the food industry in Australia including the following;
- Greg's recent research report on Australian supermarkets
- Impacts from cost of living pressures, easing food prices and regulatory overhang on Coles and Woolworths share prices
- Are cost of living pressures a positive or negative for KFC demand?
- Greg's thoughts on Guzman y Gomez's recent IPO
- Other investment options to consider that can provide defensive attributes to the consumer
Links
To request a Wilsons advisor to contact you click here
To stay up to date with Wilsons Advisory on LinkedIn
The Invest it Best podcast is proudly brought to you by Wilsons Advisory, one of Australia's leading financial advisory firms.
Wilsons Advisory Financial Services Guide (FSG) can be found here
Wednesday May 29, 2024
Wednesday May 29, 2024
In the latest episode of the Invest it Best podcast, Ted Richards speaks with Wilsons Advisory’s Equity Research Analyst (Natural Resources), James Karakatsanis about his thoughts on the role of natural resources within the energy transition.
James is a key member of our natural resources equity team, with over 10 years’ experience in the industry. Prior to joining Wilsons Advisory, James was a founding member with Conrad Asia Energy where he was involved in the discovery of the largest gas field for the decade in Indonesia and Conrad’s flagship, the Mako gas field.
James shares his insights on the below,
- The projected completion date for the global energy transition
- The role of solar and wind in the energy transition
- The role of oil in the energy transition and why economies are still dependent on it
- The fundamental shifts in the price of oil
- How Karoon Energy are consciously investing for the future
- How funds are approaching investment in the energy sector
ASX companies discussed:
- Karoon Energy (ASX: KAR)
Links
To request a Wilsons advisor to contact you click here
To stay up to date with Wilsons Advisory on LinkedIn
The Invest it Best podcast is proudly brought to you by Wilsons Advisory, one of Australia's leading financial advisory firms.
Wilsons Advisory Financial Services Guide (FSG) can be found here
Monday Apr 22, 2024
Monday Apr 22, 2024
On this episode of the Invest it Best podcast host Ted Richards speaks with Anurag Agarwal, Head of Portfolio Management for the Global Transportation Group at J.P. Morgan Asset Management. They discuss investing in global transportation assets including the following;
- The different types of transport assets that are critical to the global supply chain
- How geopolitical events impact the demand for transportation assets (including valuations)
- The correlation and volatility of these global transportation assets through the cycle
- What risks investors need to be aware of when investing in this asset class
- Who is the buyer of these assets and how the leasing of these assets work
- How ESG is impacting these assets
Links
To request a Wilsons advisor to contact you click here
To stay up to date with Wilsons Advisory on LinkedIn
The Invest it Best podcast is proudly brought to you by Wilsons Advisory, one of Australia's leading financial advisory firms.
Wilsons Advisory Financial Services Guide (FSG) can be found here
Tuesday Mar 12, 2024
Tuesday Mar 12, 2024
On this episode of the Invest it Best podcast, Wilsons Advisory, Equity Strategist, Rob Crookston discusses his key insights from the recent reporting season (Feb/March 24).
Topics discussed;
- The theme of cost management supporting upgrades
- Australian tech stocks relative to US tech stocks
- The rule of 40% (what it is and why it's important)
- Why Rob is so attracted to data centres
- Forecasting for FY25
Read Rob's Reporting Season Wrap Report Here
If you would like to request a call from one of our Private Wealth Advisors, click here
To stay up to date with Wilsons Advisory on LinkedIn
The Invest it Best podcast is proudly brought to you by Wilsons Advisory, one of Australia's leading financial advisory firms.
Wilsons Advisory Financial Services Guide (FSG) can be found here
Thursday Feb 08, 2024
Thursday Feb 08, 2024
On this episode of the Invest it Best podcast host Ted Richards speaks with Challenger Investment Management Head of Investment Strategy (Fixed Income), Pete Robinson to discuss investing in private credit.
Topics discussed;
- What private credit is and how is it different to public credit
- The liquidity premium for private/unlisted assets
- CIM process to source deals
- Risks to consider
- Positioning private credit in a portfolio from an asset allocation perspective
To stay up to date with Wilsons Advisory on LinkedIn
The Invest it Best podcast is proudly brought to you by Wilsons Advisory, one of Australia's leading financial advisory firms.
Wilsons Advisory Financial Services Guide (FSG) can be found here
Wednesday Dec 20, 2023
Wednesday Dec 20, 2023
On this episode of the Invest it Best podcast host Ted Richards speaks with Head of Wilsons Investment Strategy Group, David Cassidy to review 2023 and discuss his outlook for investing in 2024.
Topics discussed;
- What surprised the market in 2023?
- Tactical asset allocation changes David made to portfolios in 2023
- Key risks for 2024 including wars (Ukraine & Gaza), inflation and interest rates
- Noise around the US election throughout 2024
- David Cassidy's base case expectations for investing in 2024
David Cassidy's 2024 outlook can be found here
https://www.wilsonsadvisory.com.au/news/2024-outlook-shifting-down-a-gear
To stay up to date with Wilsons Advisory on LinkedIn
The Invest it Best podcast is proudly brought to you by Wilsons Advisory, one of Australia's leading financial advisory firms.
Wilsons Advisory Financial Services Guide (FSG) can be found here
Wednesday Oct 04, 2023
Wednesday Oct 04, 2023
In this episode of the Invest it Best podcast, host Ted Richards speaks with Hyperion's Lead Portfolio Manager, Deputy CIO & Executive Director, Jason Orthman who shares his expert analysis on portfolio success.
They discuss the following;
- What Hyperion looks to exploit when they invest
- Where Hyperion views the best opportunities in the AI/Machine Learning megatrend
- How AI/ML opportunities compare to investing hardware providers like Nvidia (ASX:NVDA)
- Why ServiceNow (ASX:NOW) has been a top performer in their portfolio the last 12 months
- Tesla (ASX:TSLA) vs BYD (ASX: BYDDF) and why they prefer Tesla
- Their recent global research trip including Domino's (ASX:DMP) success in the European market
Jason is currently lead portfolio manager at Hyperion across all three of their equity strategies, Australian equities, small caps and global equities. Jason gained 6 years industry experience as a Senior Research Analyst with Wilsons, prior to joining Hyperion.
Links
To request a Wilsons advisor to contact you click here
To stay up to date with WILSONS on LinkedIn
The Invest it Best podcast is proudly brought to you by WILSONS, one of Australia's leading financial advisory firms.
WILSONS Financial Services Guide (FSG) can be found here
To visit Hyperion's website, click here
Thursday Sep 14, 2023
Thursday Sep 14, 2023
On this episode of the Invest it Best podcast host Ted Richards speaks with Wilsons Equity Analyst (Healthcare) Dr Shane Storey, They discuss the following;
- The MedTech industry in Australia
- Cochlear’s and Resmed’s international success
- The rise in popularity of new weight loss drugs recent impact on Resmend's share price
- What Shane and his team look for in medical device businesses
- Why Nanosonics success isn’t slowing down
- ASX companies discussed: Cochlear(ASX:COH), ResMed (ASX:RMD), Nanosonics (ASX:NAN), ImpediMed (ASX:IPD), EBR Systems (ASX:EBR)
Links
To request a Wilsons advisor to contact you click here
To stay up to date with WILSONS on LinkedIn
The Invest it Best podcast is proudly brought to you by WILSONS, one of Australia's leading financial advisory firms.
WILSONS Financial Services Guide (FSG) can be found here