Invest it Best

In this episode of Invest it Best, Ted Richards spoke with with Dr David Allen, Portfolio Manager of the Plato Global Alpha Fund, a high-conviction long/short strategy with a strong track record of generating alpha across global markets.

Ted explores David’s unique journey from professional sport to global fund management, and he also dives into:

• Plato Global Alpha Fund systematic approach to stock selection

• Some red flags investors may not consider

• Navigating Trump-era trade risks and U.S. exposure

• Why certain companies make it through the checklist - and others don’t

• Where David sees opportunity as we head into the back half of 2025

Whether you're interested in behavioural signals, market inefficiencies, or just want a global perspective grounded in experience this conversation is packed with practical insights.

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

In this episode of the Invest it Best podcast, host Ted Richards is joined by Olympic gold medallist Cate Campbell. Cate shares key lessons from her swimming career, particularly around high performance, mindset, and resilience, while Ted explores the parallels between these lessons and investing.

Key topics include:

• Why process often matters more than outcomes
• The need for resilience to handle set backs
• The importance of having your own definition of success

Links

Cate's book Sister Secrets can be found here

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

On this episode of the Invest it Best podcast host Ted Richards speaks with Wilsons Advisory Head of Investment Strategy, David Cassidy. David and Ted discuss the following topics;

- David's expectations for interest rate moves in 2025 

- Attractiveness of Fixed Interest in 2025

- Private Credit vs Public Credit

- The latest from the most recent ASX earning season

- Trump, trade tariffs and volatility

 

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

On this episode of the Invest it Best podcast host Ted Richards speaks with a legendary figure within Australian journalism, Joe Aston. Joe and Ted discuss the following topics;

- Joe's new book, The Chairman's Lounge 

- Past targets that featured on Joe's long running "Rear Window" column

- The changing way we can now consume books (audio versions of the book can be found on Spotify and Audible)

- The reminders for investors from the Qantas story

- What's next for Joe Aston (you can sign up for his upcoming publication here)

 

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

On this episode of the Invest it Best podcast host Ted Richards speaks with Hyperion Lead Portfolio Manager, Deputy CIO & Executive Director, Jason Orthman. They discuss Hyperion's long term approach to investing including the following;

- Recent strong returns

- What they like about Guzman y Gomez

- Investing in a company like Tesla when the founder Musk is involved in politics 

- The latest with Tesla's planned robotaxi roll out

- Investing in Founder led businesses

 

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

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

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

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

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

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