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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 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
Reporting Season Wrap Up 2024 with Rob Crookston
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
Private Credit with Pete Robinson (Challenger Investment Management)
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
Outlook on Investing in 2024
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
Tesla, Nvidia and ways to invest in AI with Jason Orthman (Hyperion)
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
Expert insights on Investing in Medical Devices (MedTech) With Dr Shane Storey
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
Monday Sep 04, 2023
The Key Themes From The Recent Reporting Season
Monday Sep 04, 2023
Monday Sep 04, 2023
On this episode of the Invest it Best podcast host Ted Richards speaks with Wilsons Senior Analyst, Rob Crookston about the latest reporting season. They discuss the following;
- The 3 key themes from this reporting season;
- The resilience of the consumer
- Cost movements: which sectors experienced inflation vs which sectors experienced cost disinflation
- Who has pricing power and successfully passed on costs?
- Banks
- Competition for lending & deposits
- CBAs valuation
- Retail
- Saving buffers have provided support to consumers but how long can this be sustained?
- Healthcare
- Resmed and investors concerns around weight loss drugs impacting market demand for sleep apnea devices
- Real Estate
- Goodman Groups investment in data centres
- Why Rob prefers Goodman Group over NextDC
- Building Supplies
- James Hardie's margin expansion due to cost dis-inflation
- Packaging
- Destocking of high stock levels post covid providing tail winds for Amcor
Links
Rob's reporting season research report can be found here
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
Wednesday Aug 09, 2023
Ways to Invest in AI (Artificial Intelligence) with Ross Barrows
Wednesday Aug 09, 2023
Wednesday Aug 09, 2023
On this episode of the Invest it Best podcast host Ted Richards speaks with Wilsons Equity Analyst (Technology), Ross Barrows. They discuss the following;
- Insights from Ross' recent trip to the US to research AI-related opportunities
- What LLM (Large Language Models) are why they're relevant to AI
- The convergence of both technology and demand that is generating the interest in AI related investments right now
- Ways to invest in this megatrend including data centres and data collection/annotators.
- ASX companies discussed;
- NextDC (ASX:NXT)
- Macquarie Technology Group (ASX:MAQ)
- Appen (ASX:APX).
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
Monday Jul 17, 2023
Discussing Opportunities in Healthcare with Dr Melissa Benson
Monday Jul 17, 2023
Monday Jul 17, 2023
On this episode of the Invest it Best podcast host Ted Richards speaks with Wilsons Equity Analyst (Healthcare), Dr Melissa Benson. They discuss the following;
- The sectors within healthcare, and commonly used terms across the industry
- The different phases within the development process (including FDA/TGA approval)
- Methods for applying valuations to businesses at different stage of development
- What ‘orphan drugs’ are why businesses invest in them
- ASX examples: Telix (ASX:TLX) and Immutep (ASX:IMM)
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
Monday Jun 19, 2023
Investing In Proven Businesses With Stephen Arnold (Aoris)
Monday Jun 19, 2023
Monday Jun 19, 2023
On this episode of the Invest it Best podcast host Ted Richards speaks with Aoris Managing Director & CIO, Stephen Arnold. They discuss the following;
- Insights from Stephen's recent Research trip to the US
- Why Stephen took a position in Microsoft last year
- Why Stephen still likes LVMH despite the macro environment
- What makes the L'Oréal business model so resilient
- Why Stephen thinks Costco is such a great business
Links
Further information about the Aoris portfolio can be found here
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